We are live on ! Find out more
PM icon

Philip Morris

2,216 hedge funds and large institutions have $125B invested in Philip Morris in 2024 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 836 increasing their positions, 857 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 100

48% more call options, than puts

Call options by funds: $734M | Put options by funds: $495M

33% more funds holding in top 10

Funds holding in top 10: 4560 (+15)

12% more capital invested

Capital invested by funds: $112B → $125B (+$13.6B)

3% more funds holding

Funds holding: 2,1522,216 (+64)

1.03% more ownership

Funds ownership: 78.37%79.41% (+1%)

2% less repeat investments, than reductions

Existing positions increased: 836 | Existing positions reduced: 857

Holders
2,216
Holders Change
+64
Holders Change %
+2.97%
% of All Funds
32%
Holding in Top 10
60
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+33.33%
% of All Funds
0.87%
New
199
Increased
836
Reduced
857
Closed
100
Calls
$734M
Puts
$495M
Net Calls
+$239M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
CII
101
Capital International Inc
California
$115M +$8.82M +90,226 +9%
Citadel Advisors
102
Citadel Advisors
Florida
$113M -$349M -3,568,340 -76%
CFC
103
Cincinnati Financial Corp
Ohio
$112M
CIC
104
Crawford Investment Counsel
Georgia
$111M -$1.15M -11,796 -1%
CGPCS
105
Capital Group Private Client Services
California
$110M -$2.56M -26,133 -2%
M&T Bank
106
M&T Bank
New York
$107M +$30.3M +309,516 +42%
EIP
107
Epoch Investment Partners
New York
$106M -$913K -9,338 -0.9%
Korea Investment Corp
108
Korea Investment Corp
South Korea
$103M +$13.1M +134,097 +15%
Aberdeen Group
109
Aberdeen Group
United Kingdom
$102M -$23.7M -242,658 -19%
SO
110
STRS Ohio
Ohio
$100M -$1.01M -10,306 -1%
HighTower Advisors
111
HighTower Advisors
Illinois
$98.1M -$1M -10,253 -1%
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$97M -$28.8M -294,240 -24%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$96.3M -$10.2M -104,382 -10%
BGIM
114
Brandywine Global Investment Management
Pennsylvania
$92.8M +$15.7M +160,149 +21%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$91.6M +$5.15M +52,689 +6%
DFO
116
Duquesne Family Office
New York
$90.1M +$87M +889,355 New
MIS
117
Morningstar Investment Services
Illinois
$88.6M +$65.1K +666 +0.1%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$87.7M +$59.1M +604,804 +232%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$86.4M -$1.07M -10,910 -1%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$86.3M -$3.19M -32,604 -4%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$83.7M -$2.8M -28,593 -3%
DZ Bank
122
DZ Bank
Germany
$82.5M -$24.2M -247,788 -23%
ZIM
123
Zacks Investment Management
Illinois
$80.9M +$1.93M +19,730 +3%
Macquarie Group
124
Macquarie Group
Australia
$78.9M -$588K -6,013 -0.8%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$77.9M -$3.04M -31,069 -4%

PM Hedge Fund Activity: Q2 2024 in Review

2,216 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q2 2024, worth a combined $125B — up 12% from $112B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new PM positions and 100 closed out — a net gain of 99 holders — while 836 added to existing stakes and 857 trimmed.

The largest buyer was GQG Partners, adding an estimated $2.96B. The largest seller was Capital International Investors, cutting an estimated $608M.

  • 2,216 institutional investors held Philip Morris (PM) as of Q2 2024, up from 2,152 in Q1 2024.
  • Funds reported $125B of Philip Morris stock for Q2 2024, up 12% quarter-over-quarter.
  • 199 funds opened new Philip Morris positions in Q2 2024 and 100 closed out, a net change of +99 holders.
  • The largest Philip Morris buyer in Q2 2024 was GQG Partners, an estimated $2.96B added.
  • The largest Philip Morris seller in Q2 2024 was Capital International Investors, an estimated $608M sold.

Based on aggregated 13F filings for Q2 2024.