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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 %
JIC
1201
Joel Isaacson & Co
New York
$670K +$23.9K +261 +4%
YAM
1202
Yacktman Asset Management
Texas
$669K – – –
TCA
1203
Transcend Capital Advisors
New Jersey
$668K -$24.9K -272 -4%
WT
1204
Washington Trust
Rhode Island
$668K +$825 +9 +0.1%
CNBT
1205
Canandaigua National Bank & Trust
New York
$667K -$46.8K -511 -7%
OIS
1206
Okabena Investment Services
Minnesota
$667K +$9.25K +101 +1%
WCM
1207
Whitener Capital Management
North Carolina
$666K +$71K +775 +12%
GIP
1208
Granite Investment Partners
California
$664K -$290K -3,160 -30%
Koshinski Asset Management
1209
Koshinski Asset Management
Illinois
$663K +$193K +2,104 +41%
KCM
1210
Kanawha Capital Management
Virginia
$663K -$63.5K -693 -9%
NCM
1211
Next Capital Management
New York
$663K -$9.62K -105 -1%
PVI
1212
Pine Valley Investments
New Jersey
$661K -$64.3K -699 -9%
JAFL
1213
Jay A. Fishman Ltd
Michigan
$660K -$4.58K -50 -0.7%
OSNBOA
1214
Old Second National Bank of Aurora
Illinois
$659K +$6.05K +66 +0.9%
PIA
1215
Pinion Investment Advisors
Kansas
$658K +$17.2K +188 +3%
CCM
1216
Coerente Capital Management
Ontario, Canada
$655K +$362K +3,950 +123%
VNA
1217
Valley National Advisers
Pennsylvania
$654K -$16.4K -179 -2%
TFA
1218
Teamwork Financial Advisors
Texas
$651K -$911K -9,942 -58%
PT
1219
Plimoth Trust
Massachusetts
$646K -$13.7K -150 -2%
AB
1220
Atlas Brown
Kentucky
$643K -$73.6K -803 -10%
HIA
1221
Harbor Investment Advisory
Maryland
$643K -$117K -1,282 -15%
CWG
1222
Cornerstone Wealth Group
North Carolina
$643K +$127K +1,391 +25%
WSC
1223
Wellington Shields & Co
New York
$641K – – –
American Century Companies
1224
American Century Companies
Missouri
$640K +$56K +611 +10%
WA
1225
Wambolt & Associates
Colorado
$640K -$914 -10 -0.1%
47 48
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