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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 %
WLIM
1226
White Lighthouse Investment Management
Massachusetts
$709K -$162K -1,600 -19%
WSC
1227
Wellington Shields & Co
New York
$709K – – –
QPBE
1228
Quintet Private Bank (Europe)
Luxembourg
$709K +$5.48K +47 +0.8%
AB
1229
Atlas Brown
Kentucky
$709K -$2.43K -24 -0.3%
DWT
1230
Dorsey & Whitney Trust
South Dakota
$704K -$369K -3,646 -34%
BC
1231
Belmont Capital
California
$704K -$507K -5,000 -42%
CAI
1232
Capital Advisors Inc
Oklahoma
$702K +$1.32K +13 +0.2%
FWTB
1233
First Western Trust Bank
Colorado
$700K – – –
OC
1234
Oakworth Capital
Alabama
$698K +$5.37K +53 +0.8%
SP
1235
Symmetry Partners
Connecticut
$697K -$66.6K -657 -9%
HIA
1236
Harbor Investment Advisory
Maryland
$697K -$14.5K -143 -2%
BJL
1237
Brighton Jones LLC
Washington
$696K +$25.2K +249 +4%
TGAM
1238
TBH Global Asset Management
Tennessee
$695K +$101 +1 +0%
FTIS
1239
First Trust Investment Solutions
Florida
$695K -$85.5K -844 -11%
VCM
1240
Virtue Capital Management
Tennessee
$695K -$61.4K -560 -8%
PTP
1241
Platform Technology Partners
New York
$693K +$693K +6,835 New
AWAU
1242
Alliance Wealth Advisors (Utah)
Utah
$691K +$142K +1,403 +26%
AWM
1243
Adams Wealth Management
Utah
$690K -$184K -1,820 -21%
CI
1244
CacheTech Inc
Utah
$690K +$690K +6,813 New
KA
1245
Kovack Advisors
Florida
$690K +$21.3K +210 +3%
CAS
1246
CTC Alternative Strategies
Illinois
$689K +$689K +6,800 New
DSA
1247
Droms Strauss Advisors
Missouri
$689K -$230K -2,266 -25%
KFS
1248
Keynote Financial Services
Connecticut
$688K -$3.55K -35 -0.5%
PT
1249
Plimoth Trust
Massachusetts
$687K -$27.9K -275 -4%
PAI
1250
Pittenger & Anderson Inc
Nebraska
$684K – – –
48 49
50
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