PM icon

Philip Morris
PM

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 %
MP
1226
McDonald Partners
Ohio
$856K -$78.2K -644 -8%
PD
1227
Point72 (DIFC)
United Arab Emirates
$856K +$856K +7,048 New
CW
1228
CIC Wealth
Maryland
$854K -$77.5K -638 -8%
YIH
1229
Y-Intercept (HK)
Hong Kong
$854K -$75K -618 -8%
CFG
1230
Cooper Financial Group
California
$854K -$209K -1,719 -20%
C
1231
Certuity
Florida
$853K -$113K -928 -12%
KA
1232
Kovack Advisors
Florida
$851K +$24.6K +203 +3%
WSC
1233
Wellington Shields & Co
New York
$850K – – –
AWAU
1234
Alliance Wealth Advisors (Utah)
Utah
$849K +$20.9K +172 +3%
DSC
1235
Duncker Streett & Co
Missouri
$848K +$32.7K +269 +4%
OSNBOA
1236
Old Second National Bank of Aurora
Illinois
$846K -$10.9K -90 -1%
KWM
1237
Kolinsky Wealth Management
New Jersey
$842K -$51.1K -421 -6%
WA
1238
Wambolt & Associates
Colorado
$838K -$6.99K -58 -0.8%
FWTB
1239
First Western Trust Bank
Colorado
$838K -$1.58K -13 -0.2%
TGAM
1240
TBH Global Asset Management
Tennessee
$833K +$121 +1 +0%
AOWM
1241
Alpha Omega Wealth Management
Virginia
$830K -$77K -634 -8%
BIG
1242
Brooklyn Investment Group
New York
$827K +$534K +4,402 +182%
DSA
1243
Droms Strauss Advisors
Missouri
$825K – – –
TF
1244
Tompkins Financial
New York
$823K -$31.2K -257 -4%
AFG
1245
Argent Financial Group
Louisiana
$820K +$820K +6,751 New
CWS
1246
Cypress Wealth Services
California
$819K +$10.8K +89 +1%
KFS
1247
Keynote Financial Services
Connecticut
$819K -$4.61K -38 -0.6%
CWP
1248
Cyndeo Wealth Partners
Florida
$819K +$153K +1,263 +23%
WCAMG
1249
Woodard & Company Asset Management Group
North Carolina
$809K – – –
PFA
1250
Pure Financial Advisors
California
$804K +$58.5K +482 +8%
48 49
50
51 52