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Philip Morris
PM

Overview Fund Activity

2,199 hedge funds and large institutions have $125B invested in Philip Morris in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 832 increasing their positions, 851 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,199
Holders Change
+63
Holders Change %
+2.95%
% of All Funds
31.98%
Holding in Top 10
60
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+33.33%
% of All Funds
0.87%
New
198
Increased
832
Reduced
851
Closed
99
Calls
$734M
Puts
$495M
Net Calls
+$239M
Net Calls Change
+$135M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$3.07B
2
Capital World Investors
Capital World Investors
California
+$438M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$263M
4
Goldman Sachs
Goldman Sachs
New York
+$259M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$630M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
3
Morgan Stanley
Morgan Stanley
New York
-$383M
4
Citadel Advisors
Citadel Advisors
Florida
-$362M
5
State Street
State Street
Massachusetts
-$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMBIA
1151
Allen Mooney & Barnes Investment Advisors
Georgia
$820K -$5.88K -58 -0.7%
IIA
1152
ICW Investment Advisors
Arizona
$816K -$44.9K -443 -5%
RBC
1153
Romano Brothers & Co
Illinois
$811K -$16.1K -159 -2%
AFA
1154
AA Financial Advisors
Ohio
$811K +$128K +1,265 +19%
Los Angeles Capital Management
1155
Los Angeles Capital Management
California
$808K -$10.4K -103 -1%
PWM
1156
PBMares Wealth Management
Virginia
$807K -$39.8K -393 -5%
C
1157
Certuity
Florida
$806K +$164K +1,622 +26%
CCM
1158
Chilton Capital Management
Texas
$806K -$8.11K -80 -1%
HNWAG
1159
High Net Worth Advisory Group
Florida
$803K – – –
JIC
1160
Joel Isaacson & Co
New York
$802K +$60.8K +600 +8%
OTL
1161
Oak Thistle LLC
New York
$801K +$38.4K +379 +5%
TFA
1162
Tranquilli Financial Advisor
New Jersey
$799K +$4.86K +48 +0.6%
IF
1163
IRON Financial
Illinois
$797K +$7.09K +70 +0.9%
SHA
1164
Seneca House Advisors
Virginia
$797K -$30.6K -302 -4%
HBT
1165
Hills Bank & Trust
Iowa
$797K +$6.28K +62 +0.8%
CA
1166
Claro Advisors
Massachusetts
$796K +$52.7K +520 +7%
TAM
1167
Tocqueville Asset Management
New York
$794K -$14.9K -147 -2%
MSCM
1168
McElhenny Sheffield Capital Management
Texas
$793K -$203 -2 -0%
WA
1169
WP Advisors
California
$792K +$28K +276 +4%
DA
1170
Dover Advisors
Virginia
$790K -$12.9K -127 -2%
NHT
1171
New Hampshire Trust
New Hampshire
$790K -$912 -9 -0.1%
EWA
1172
EverSource Wealth Advisors
Alabama
$788K +$154K +1,333 +24%
HA
1173
Herold Advisors
New York
$788K -$19.3K -190 -2%
IA
1174
IFG Advisors
Missouri
$786K – – –
KWS
1175
Keystone Wealth Services
California
$785K -$6.38K -63 -0.8%
45 46
47
48 49