PM icon

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 %
BFM
1176
Boothbay Fund Management
New York
$711K +$402K +4,386 +130%
IA
1177
IFG Advisors
Missouri
$710K – – –
CFO
1178
CVA Family Office
Colorado
$710K -$17.9K -195 -2%
FTIS
1179
First Trust Investment Solutions
Florida
$705K -$45.9K -501 -6%
FSA
1180
Franklin Street Advisors
North Carolina
$703K – – –
APWM
1181
Atlas Private Wealth Management
New York
$702K -$3.3K -36 -0.5%
CWM
1182
Calamos Wealth Management
Illinois
$702K +$38.1K +416 +6%
MP
1183
McDonald Partners
Ohio
$699K -$9.07K -99 -1%
AOWM
1184
Alpha Omega Wealth Management
Virginia
$694K +$825 +9 +0.1%
MLA
1185
My Legacy Advisors
Oregon
$694K -$5.41K -59 -0.8%
DT
1186
Diversified Trust
Tennessee
$693K -$929K -10,142 -57%
FCFC
1187
First Commonwealth Financial Corp
Pennsylvania
$693K +$45.4K +495 +7%
WA
1188
WP Advisors
California
$691K +$18.1K +197 +3%
SP
1189
Symmetry Partners
Connecticut
$690K – – –
MAM
1190
Madison Asset Management
Wisconsin
$690K -$11.7K -128 -2%
OTL
1191
Oak Thistle LLC
New York
$690K +$233K +2,547 +51%
BFA
1192
Bill Few Associates
Pennsylvania
$688K -$41.4K -452 -6%
PA
1193
Probity Advisors
Texas
$685K +$641 +7 +0.1%
NAMNJ
1194
NorthStar Asset Management (New Jersey)
New Jersey
$682K -$12.6K -137 -2%
GGHC
1195
Gilder Gagnon Howe & Co
New York
$682K +$682K +7,440 New
APC
1196
Aspire Private Capital
North Carolina
$680K +$93.4K +1,019 +16%
VWA
1197
Visionary Wealth Advisors
Illinois
$679K +$7.79K +85 +1%
BONH
1198
Bank of New Hampshire
New Hampshire
$673K -$20.6K -225 -3%
CA
1199
Claro Advisors
Massachusetts
$672K +$13K +142 +2%
LSAG
1200
Lake Street Advisors Group
New Hampshire
$672K +$28.4K +306 +4%
46 47
48
49 50