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Philip Morris
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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 %
SIM
1201
Sentry Investment Management
Wisconsin
$913K – – –
SG
1202
Sienna Gestion
France
$913K +$913K +7,537 New
TSWM
1203
Triangle Securities Wealth Management
North Carolina
$911K -$172K -1,416 -16%
SAM
1204
Sompo Asset Management
Japan
$907K +$144K +1,190 +19%
NAMNJ
1205
NorthStar Asset Management (New Jersey)
New Jersey
$906K +$486 +4 +0.1%
NS
1206
NBC Securities
Alabama
$906K -$101K -833 -10%
LFA
1207
Legacy Financial Advisors
Kentucky
$905K +$44.1K +363 +5%
PCMN
1208
Paradigm Capital Management (Nevada)
Nevada
$905K +$905K +7,456 New
PPC
1209
Park Place Capital
Alabama
$904K -$358K -2,952 -28%
LI
1210
LRI Investments
Florida
$896K +$90.1K +703 +11%
PTP
1211
Platform Technology Partners
New York
$895K +$65.7K +541 +8%
BFA
1212
Bill Few Associates
Pennsylvania
$893K – – –
YAM
1213
Yacktman Asset Management
Texas
$886K – – –
EIM
1214
Ervin Investment Management
Washington
$885K -$4.98K -41 -0.6%
SXL
1215
Summit X LLC
Missouri
$885K -$145K -1,436 -14%
TWM
1216
Thrive Wealth Management
Pennsylvania
$879K -$6.68K -55 -0.8%
PIA
1217
Pinion Investment Advisors
Kansas
$878K +$62.4K +514 +8%
GGHC
1218
Gilder Gagnon Howe & Co
New York
$874K -$16K -132 -2%
WT
1219
Washington Trust
Rhode Island
$873K -$4.25K -35 -0.5%
TFS
1220
Thoroughbred Financial Services
Tennessee
$873K +$11.6K +96 +1%
EWA
1221
EverSource Wealth Advisors
Alabama
$872K +$41.4K +341 +5%
CA
1222
Claro Advisors
Massachusetts
$867K -$87K -717 -9%
BONH
1223
Bank of New Hampshire
New Hampshire
$865K -$26.7K -220 -3%
CPA
1224
Capital Planning Advisors
California
$863K +$73.8K +608 +9%
PA
1225
Probity Advisors
Texas
$862K -$25.3K -208 -3%
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