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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 %
MP
1176
McDonald Partners
Ohio
$780K +$6.69K +66 +0.9%
CFO
1177
CVA Family Office
Colorado
$778K -$7.2K -71 -0.9%
AA
1178
Ancora Advisors
Ohio
$778K -$33.5K -331 -4%
CW
1179
CIC Wealth
Maryland
$778K -$196K -1,936 -20%
FSA
1180
Franklin Street Advisors
North Carolina
$777K – – –
BTWM
1181
Baker Tilly Wealth Management
Wisconsin
$776K -$1.07M -10,603 -58%
YIH
1182
Y-Intercept (HK)
Hong Kong
$776K +$425K +4,197 +121%
LSAG
1183
Lake Street Advisors Group
New Hampshire
$772K +$30.2K +294 +4%
CAL
1184
Capital Analysts LLC
Pennsylvania
$772K +$92K +908 +14%
SSG
1185
Summit Securities Group
New York
$770K +$729K +7,200 +1,800%
WIA
1186
World Investment Advisors
California
$770K +$770K +7,597 New
MBT
1187
Montecito Bank & Trust
California
$769K -$18K -178 -2%
MIM
1188
Morningstar Investment Management
Illinois
$767K -$66.9K -660 -8%
MLA
1189
My Legacy Advisors
Oregon
$766K -$1.12K -11 -0.1%
BCM
1190
BluePath Capital Management
Georgia
$762K +$80.7K +796 +12%
SIM
1191
Sentry Investment Management
Wisconsin
$762K -$156K -1,541 -17%
AOWM
1192
Alpha Omega Wealth Management
Virginia
$757K -$11.1K -110 -1%
NAMNJ
1193
NorthStar Asset Management (New Jersey)
New Jersey
$756K +$1.62K +16 +0.2%
EFG
1194
Everhart Financial Group
Ohio
$754K +$145K +1,429 +24%
DAM
1195
Doheny Asset Management
California
$754K +$754K +7,445 New
OHWA
1196
Oak Hill Wealth Advisors
Virginia
$754K +$754K +7,440 New
PCM
1197
Poehling Capital Management
Wisconsin
$753K -$1.21M -11,904 -62%
BFA
1198
Bill Few Associates
Pennsylvania
$745K -$15K -148 -2%
KWM
1199
Kolinsky Wealth Management
New Jersey
$745K +$256K +2,522 +52%
BONH
1200
Bank of New Hampshire
New Hampshire
$744K – – –
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