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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 %
EIM
1201
Ervin Investment Management
Washington
$743K -$88.7K -875 -11%
GGHC
1202
Gilder Gagnon Howe & Co
New York
$743K -$10.9K -108 -1%
PA
1203
Probity Advisors
Texas
$741K -$16.9K -167 -2%
YAM
1204
Yacktman Asset Management
Texas
$740K – – –
TWM
1205
Thrive Wealth Management
Pennsylvania
$740K -$67K -661 -8%
IAIM
1206
International Assets Investment Management
Florida
$736K +$131K +1,288 +22%
Balyasny Asset Management
1207
Balyasny Asset Management
Illinois
$736K -$538K -5,306 -42%
GIP
1208
Granite Investment Partners
California
$735K – – –
WT
1209
Washington Trust
Rhode Island
$733K -$5.98K -59 -0.8%
PVI
1210
Pine Valley Investments
New Jersey
$731K +$611 +6 +0.1%
KFA
1211
Kapstone Financial Advisors
Ohio
$729K +$296K +2,922 +68%
GP
1212
Girard Partners
Pennsylvania
$724K -$79.2K -782 -10%
LMKC
1213
L.M. Kohn & Company
Ohio
$723K -$66.8K -659 -8%
JAFL
1214
Jay A. Fishman Ltd
Michigan
$722K -$7.4K -73 -1%
VNA
1215
Valley National Advisers
Pennsylvania
$722K -$810 -8 -0.1%
BFM
1216
Boothbay Fund Management
New York
$719K -$67.6K -667 -9%
TFS
1217
Thoroughbred Financial Services
Tennessee
$719K +$165K +1,631 +30%
LFA
1218
Legacy Financial Advisors
Kentucky
$719K +$34.8K +343 +5%
CI
1219
CX Institutional
Indiana
$718K +$14K +138 +2%
EWM
1220
Empirical Wealth Management
Washington
$716K -$189K -1,868 -21%
OSNBOA
1221
Old Second National Bank of Aurora
Illinois
$715K -$13.8K -136 -2%
LCM
1222
Laurion Capital Management
New York
$715K +$715K +7,060 New
TF
1223
Tompkins Financial
New York
$713K +$52.3K +516 +8%
CWG
1224
Cornerstone Wealth Group
North Carolina
$711K – – –
WA
1225
Wambolt & Associates
Colorado
$710K +$1.52K +15 +0.2%
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