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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 %
WDC
1176
Woodward Diversified Capital
California
$954K -$37.6K -310 -4%
LSAG
1177
Lake Street Advisors Group
New Hampshire
$954K +$30.2K +246 +3%
PWM
1178
PBMares Wealth Management
Virginia
$953K -$14K -115 -1%
MSCM
1179
McElhenny Sheffield Capital Management
Texas
$951K +$850 +7 +0.1%
Vontobel Holding
1180
Vontobel Holding
Switzerland
$950K -$274K -2,259 -22%
TAM
1181
Tocqueville Asset Management
New York
$948K -$3.04K -25 -0.3%
WAM
1182
Walker Asset Management
Missouri
$945K -$173K -1,422 -15%
VF
1183
Vest Financial
Virginia
$945K +$627K +5,165 +197%
AC
1184
ASB Consultores
Florida
$944K +$301K +2,481 +47%
HA
1185
Herold Advisors
New York
$944K – – –
WI
1186
WBI Investments
New Jersey
$944K -$89.6K -738 -9%
IA
1187
IFG Advisors
Missouri
$941K – – –
IIA
1188
ICW Investment Advisors
Arizona
$939K -$39.6K -326 -4%
NHT
1189
New Hampshire Trust
New Hampshire
$937K -$9.59K -79 -1%
FSA
1190
Franklin Street Advisors
North Carolina
$935K +$3.64K +30 +0.4%
SB
1191
Strategic Blueprint
Georgia
$933K -$190K -1,562 -17%
NCM
1192
Next Capital Management
New York
$931K -$286K -2,356 -24%
CFO
1193
CVA Family Office
Colorado
$930K -$2.79K -23 -0.3%
MBT
1194
Montecito Bank & Trust
California
$930K +$8.5K +70 +0.9%
EWM
1195
Empirical Wealth Management
Washington
$927K +$69.8K +575 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
1196
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$927K +$927K +7,633 New
KWS
1197
Keystone Wealth Services
California
$923K -$18.1K -149 -2%
KFA
1198
Kapstone Financial Advisors
Ohio
$921K +$53.3K +442 +6%
CI
1199
CX Institutional
Indiana
$918K +$57.7K +475 +7%
SP
1200
Stablepoint Partners
Massachusetts
$917K +$2.43K +20 +0.3%
46 47
48
49 50