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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 %
QPBE
1226
Quintet Private Bank (Europe)
Luxembourg
$637K +$533K +5,046 +510%
AC
1227
Abbrea Capital
California
$637K – – –
CI
1228
CX Institutional
Indiana
$637K -$2.31M -25,237 -78%
CAI
1229
Capital Advisors Inc
Oklahoma
$634K +$54.5K +595 +9%
FWTB
1230
First Western Trust Bank
Colorado
$633K – – –
BEI
1231
Benjamin Edwards Inc
Missouri
$632K -$16.1K -176 -2%
TGAM
1232
TBH Global Asset Management
Tennessee
$629K +$4.58K +50 +0.7%
GD
1233
Grandfield & Dodd
New York
$628K -$5.96K -65 -0.9%
FHA
1234
Flagship Harbor Advisors
Massachusetts
$627K +$73.3K +800 +13%
SAM
1235
Sompo Asset Management
Japan
$627K +$94.4K +1,030 +18%
OC
1236
Oakworth Capital
Alabama
$626K -$50.8K -555 -8%
KFS
1237
Keynote Financial Services
Connecticut
$625K +$625K +6,820 New
CBNLCF
1238
Cognios Beta Neutral Large Cap Fund
Kansas
$624K -$42.9K -468 -6%
LA
1239
LVW Advisors
New York
$619K -$295K -3,220 -32%
LFA
1240
Legacy Financial Advisors
Kentucky
$619K -$9.44K -103 -2%
PAI
1241
Pittenger & Anderson Inc
Nebraska
$618K – – –
AFA
1242
AA Financial Advisors
Ohio
$617K +$617K +6,734 New
BCM
1243
BluePath Capital Management
Georgia
$616K +$46.2K +504 +8%
MHIC
1244
Marble Harbor Investment Counsel
Massachusetts
$616K -$6.05K -66 -1%
NB
1245
Nicolet Bankshares
Wisconsin
$616K -$2.2K -24 -0.4%
CAL
1246
Capital Analysts LLC
Pennsylvania
$615K +$733 +8 +0.1%
DSC
1247
Duncker Streett & Co
Missouri
$614K -$165K -1,797 -21%
DAM
1248
Delta Asset Management
Tennessee
$614K -$55K -600 -8%
VCM
1249
Virtue Capital Management
Tennessee
$614K -$272K -3,060 -31%
WCAMG
1250
Woodard & Company Asset Management Group
North Carolina
$613K -$55K -600 -8%
48 49
50
51 52