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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 %
EIP
1251
Ellis Investment Partners
Pennsylvania
$611K -$15.2K -166 -2%
BJL
1252
Brighton Jones LLC
Washington
$606K -$61.1K -667 -9%
PA
1253
Parkside Advisors
California
$606K -$7.16K -77 -1%
UAG
1254
United Advisor Group
Ohio
$606K +$306K +3,342 +102%
KA
1255
Kovack Advisors
Florida
$605K +$57.2K +624 +10%
EAM
1256
Evanson Asset Management
California
$604K -$279K -3,041 -32%
CPA
1257
Capital Planning Advisors
California
$599K +$641 +7 +0.1%
TAM
1258
Taurus Asset Management
New York
$597K -$47.6K -520 -7%
TF
1259
Tompkins Financial
New York
$597K -$10.9K -119 -2%
PCS
1260
Personal CFO Solutions
New Jersey
$596K +$45K +491 +8%
PPWP
1261
Premier Path Wealth Partners
New Jersey
$596K -$95.6K -1,043 -14%
1WM
1262
1900 Wealth Management
Texas
$594K -$41.3K -451 -7%
FA
1263
Fiducient Advisors
Illinois
$593K +$53.9K +580 +10%
ACM
1264
Allred Capital Management
Texas
$593K +$11.6K +127 +2%
HWA
1265
HCR Wealth Advisors
California
$592K -$12.6K -138 -2%
GM
1266
GeoWealth Management
Illinois
$589K +$192K +2,096 +48%
FFP
1267
FourThought Financial Partners
Florida
$587K +$2.47K +27 +0.4%
TCM
1268
Tanaka Capital Management
New York
$587K -$43K -470 -7%
HTIM
1269
Harbour Trust & Investment Management
Indiana
$587K -$31.9K -348 -5%
HW
1270
Hancock Whitney
Mississippi
$584K +$48.1K +525 +9%
TFA
1271
Transamerica Financial Advisors
Florida
$583K -$21.5K -234 -4%
ACIM
1272
Azimuth Capital Investment Management
Michigan
$581K – – –
CWS
1273
Cypress Wealth Services
California
$581K -$44.3K -484 -7%
C
1274
Certuity
Florida
$580K -$143K -1,561 -20%
FMP
1275
Financial Management Professionals
Texas
$580K +$36.4K +397 +7%
49 50
51
52 53