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Philip Morris
PM

Overview Fund Activity

2,136 hedge funds and large institutions have $111B invested in Philip Morris in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 811 increasing their positions, 877 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,136
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
30.96%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.65%
New
142
Increased
811
Reduced
877
Closed
117
Calls
$511M
Puts
$407M
Net Calls
+$104M
Net Calls Change
+$107M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$640M
2
GQG Partners
GQG Partners
Florida
+$535M
3
LPC
Lone Pine Capital
Connecticut
+$336M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$311M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$247M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.51B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.06B
3
Ameriprise
Ameriprise
Minnesota
-$448M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$269M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
1151
Wedmont Private Capital
Pennsylvania
$741K -$207K -2,271 -22%
Los Angeles Capital Management
1152
Los Angeles Capital Management
California
$740K -$11.2K -122 -1%
WDC
1153
Woodward Diversified Capital
California
$736K +$37.6K +410 +5%
CCM
1154
Chilton Capital Management
Texas
$736K – – –
AA
1155
Ancora Advisors
Ohio
$734K +$1.65K +18 +0.2%
TAM
1156
Tocqueville Asset Management
New York
$731K -$62.4K -681 -8%
HA
1157
Herold Advisors
New York
$730K -$48.8K -533 -6%
TWM
1158
Thrive Wealth Management
Pennsylvania
$729K +$117K +1,272 +19%
AMBIA
1159
Allen Mooney & Barnes Investment Advisors
Georgia
$729K +$3.31K +37 +0.5%
Wolverine Trading
1160
Wolverine Trading
Illinois
$727K +$180K +1,963 +33%
GP
1161
Girard Partners
Pennsylvania
$727K -$6.23K -68 -0.9%
DOA
1162
D'Orazio & Associates
Virginia
$726K -$15.3K -167 -2%
PWP
1163
Precedent Wealth Partners
Texas
$726K +$36.4K +397 +5%
HNWAG
1164
High Net Worth Advisory Group
Florida
$726K +$42.3K +462 +6%
DA
1165
Dover Advisors
Virginia
$726K -$196K -2,135 -21%
SP
1166
Stablepoint Partners
Massachusetts
$723K +$56.4K +616 +8%
TFA
1167
Tranquilli Financial Advisor
New Jersey
$719K -$11.1K -121 -2%
MSCM
1168
McElhenny Sheffield Capital Management
Texas
$717K – – –
KWS
1169
Keystone Wealth Services
California
$716K -$2.66K -29 -0.4%
NHT
1170
New Hampshire Trust
New Hampshire
$715K -$10.7K -117 -1%
HBT
1171
Hills Bank & Trust
Iowa
$715K +$19.7K +215 +3%
IF
1172
IRON Financial
Illinois
$715K +$715K +7,799 New
LMKC
1173
L.M. Kohn & Company
Ohio
$714K +$32.1K +350 +5%
FMII
1174
Farmers & Merchants Investments Inc
Nebraska
$712K -$1.56K -17 -0.2%
MBT
1175
Montecito Bank & Trust
California
$711K +$4.58K +50 +0.6%
45 46
47
48 49