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Philip Morris
PM

Overview Fund Activity

2,327 hedge funds and large institutions have $150B invested in Philip Morris in 2024 Q3 according to their latest regulatory filings, with 250 funds opening new positions, 850 increasing their positions, 869 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,327
Holders Change
+128
Holders Change %
+5.82%
% of All Funds
33.66%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
250
Increased
850
Reduced
869
Closed
99
Calls
$1.08B
Puts
$871M
Net Calls
+$213M
Net Calls Change
-$25.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$816M
2
GQG Partners
GQG Partners
Florida
+$778M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$414M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$408M
5
Capital World Investors
Capital World Investors
California
+$339M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$509M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$430M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$380M
4
DCP
D1 Capital Partners
New York
-$340M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
1126
Oldfield Partners
United Kingdom
$1.07M -$316K -2,600 -23%
SWM
1127
Salvus Wealth Management
New Jersey
$1.06M +$6.92K +57 +0.7%
GM
1128
GeoWealth Management
Illinois
$1.06M +$17.2K +142 +2%
WKWM
1129
Walter & Keenan Wealth Management
Indiana
$1.05M +$3.64K +30 +0.3%
CGL
1130
Clarius Group LLC
Washington
$1.05M -$21.4K -177 -2%
CCT
1131
Chemung Canal Trust
New York
$1.05M +$1.05M +8,642 New
AFA
1132
AA Financial Advisors
Ohio
$1.05M +$76.5K +630 +8%
CFA
1133
CWS Financial Advisors
Michigan
$1.04M +$1.58K +13 +0.2%
CCWM
1134
Cassaday & Co Wealth Management
Virginia
$1.04M -$9.47K -78 -0.9%
HI
1135
Hendershot Investments
Virginia
$1.04M -$4.86K -40 -0.5%
FMTC
1136
Farmers & Merchants Trust Company
California
$1.04M +$20.6K +170 +2%
FMWA
1137
Forvis Mazars Wealth Advisors
Missouri
$1.04M -$618K -5,093 -37%
DOA
1138
D'Orazio & Associates
Virginia
$1.04M +$47.7K +393 +5%
CIP
1139
Convergence Investment Partners
Florida
$1.03M -$20.9K -172 -2%
ACM
1140
Aljian Capital Management
Nevada
$1.03M +$1.03M +8,523 New
LCM
1141
Landscape Capital Management
New Jersey
$1.03M +$1.03M +8,468 New
LGG
1142
Luts & Greenleigh Group
Maryland
$1.03M +$10.8K +89 +1%
PP
1143
Patten & Patten
Tennessee
$1.02M -$1.82K -15 -0.2%
TCA
1144
Transcend Capital Advisors
New Jersey
$1.02M -$22.9K -189 -2%
SWMP
1145
Signature Wealth Management Partners
New Jersey
$1.02M -$142K -1,169 -12%
CAL
1146
Capital Analysts LLC
Pennsylvania
$1.01M +$86.4K +711 +9%
LI
1147
LMCG Investments
Massachusetts
$1.01M – – –
SAM
1148
Smartleaf Asset Management
Massachusetts
$1.01M +$291K +2,412 +40%
BIAS
1149
Beacon Investment Advisory Services
New Jersey
$1.01M -$103K -848 -9%
AAIM
1150
Asset Advisors Investment Management
Georgia
$1.01M – – –
44 45
46
47 48