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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 %
IIM
1151
Ipswich Investment Management
Massachusetts
$1.01M -$194K -1,600 -16%
GBT
1152
Grove Bank & Trust
Florida
$1M +$4.13K +34 +0.4%
V
1153
ViaWealth
Kansas
$1M – – –
HAS
1154
Holland Advisory Services
Florida
$1M +$1.09K +9 +0.1%
CCM
1155
Chilton Capital Management
Texas
$1M +$35.1K +289 +4%
FAM
1156
Formidable Asset Management
Ohio
$1M -$52.8K -435 -5%
DA
1157
Dover Advisors
Virginia
$1,000K +$53.3K +439 +6%
PIMG
1158
Patriot Investment Management Group
Tennessee
$996K – – –
AMBIA
1159
Allen Mooney & Barnes Investment Advisors
Georgia
$993K +$10.9K +90 +1%
KCM
1160
Kanawha Capital Management
Virginia
$990K -$41.8K -344 -4%
ATS
1161
Ashton Thomas Securities
New York
$986K +$254K +2,096 +35%
PFS
1162
Physicians Financial Services
North Carolina
$983K – – –
MAM
1163
Milestone Asset Management
Pennsylvania
$982K +$982K +8,092 New
RCA
1164
Ranch Capital Advisors
Florida
$981K -$26.2K -214 -3%
DAM
1165
Doheny Asset Management
California
$980K +$76.5K +630 +8%
RBC
1166
Romano Brothers & Co
Illinois
$971K – – –
MUAMU
1167
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$971K -$1.82M -15,000 -65%
ISL
1168
Ingalls & Snyder LLC
New York
$966K -$24.3K -200 -2%
BOH
1169
Bank of Hawaii
Hawaii
$965K -$52K -428 -5%
HNWAG
1170
High Net Worth Advisory Group
Florida
$962K – – –
SHA
1171
Seneca House Advisors
Virginia
$962K +$6.68K +55 +0.7%
JIC
1172
Joel Isaacson & Co
New York
$960K – – –
TFA
1173
Tranquilli Financial Advisor
New Jersey
$960K +$1.82K +15 +0.2%
FNBTCON
1174
First National Bank & Trust Co of Newtown
Pennsylvania
$957K -$313K -2,580 -25%
BTWM
1175
Brass Tax Wealth Management
Ohio
$955K +$955K +7,865 New
45 46
47
48 49