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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 %
NB
1251
Nicolet Bankshares
Wisconsin
$681K – – –
DSC
1252
Duncker Streett & Co
Missouri
$681K +$1.12K +11 +0.2%
PIA
1253
Pinion Investment Advisors
Kansas
$680K -$47.5K -469 -7%
DAM
1254
Delta Asset Management
Tennessee
$679K – – –
WCAMG
1255
Woodard & Company Asset Management Group
North Carolina
$675K -$3.04K -30 -0.4%
CWS
1256
Cypress Wealth Services
California
$675K +$32.4K +320 +5%
SSW
1257
Smith Shellnut Wilson
Mississippi
$674K +$55.7K +550 +9%
WTA
1258
Washington Trust Advisors
Massachusetts
$674K -$238K -2,350 -26%
PWP
1259
Phillips Wealth Planners
Mississippi
$673K +$124K +1,211 +23%
MHIC
1260
Marble Harbor Investment Counsel
Massachusetts
$673K -$7.6K -75 -1%
PA
1261
Parkside Advisors
California
$669K – – –
EAM
1262
Evanson Asset Management
California
$668K – – –
A
1263
AlphaQuest
New York
$668K -$1.45M -14,317 -68%
CNBT
1264
Canandaigua National Bank & Trust
New York
$667K -$71.1K -702 -10%
TAM
1265
Taurus Asset Management
New York
$661K – – –
EIP
1266
Ellis Investment Partners
Pennsylvania
$660K -$15.7K -155 -2%
CPA
1267
Capital Planning Advisors
California
$659K -$4.05K -40 -0.6%
1WM
1268
1900 Wealth Management
Texas
$658K +$912 +9 +0.1%
GD
1269
Grandfield & Dodd
New York
$657K -$38K -375 -5%
ACM
1270
Allred Capital Management
Texas
$654K -$1.72K -17 -0.3%
TCM
1271
Tanaka Capital Management
New York
$650K – – –
ICP
1272
Interchange Capital Partners
Pennsylvania
$650K +$650K +6,414 New
PL
1273
Plancorp LLC
Missouri
$650K +$21.5K +212 +3%
BCA
1274
Bay Colony Advisors
Massachusetts
$649K -$515K -5,078 -44%
HTIM
1275
Harbour Trust & Investment Management
Indiana
$649K – – –
49 50
51
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