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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 %
SMA
1251
Sage Mountain Advisors
Georgia
$801K +$147K +1,208 +22%
PA
1252
Parkside Advisors
California
$800K – – –
CA
1253
Cornerstone Advisory
Maryland
$798K -$1.17M -9,614 -59%
AA
1254
Ancora Advisors
Ohio
$797K -$135K -1,109 -14%
NWAG
1255
Net Worth Advisory Group
Utah
$795K +$795K +6,546 New
MCM
1256
Manchester Capital Management
Vermont
$793K +$143K +1,177 +22%
TAM
1257
Taurus Asset Management
New York
$792K – – –
QPBE
1258
Quintet Private Bank (Europe)
Luxembourg
$790K +$51.8K +427 +7%
BJL
1259
Brighton Jones LLC
Washington
$790K -$43.5K -358 -5%
PCS
1260
Personal CFO Solutions
New Jersey
$789K +$16.4K +135 +2%
BCM
1261
Bayesian Capital Management
New York
$789K -$1.47M -12,100 -65%
1WM
1262
1900 Wealth Management
Texas
$789K +$971 +8 +0.1%
GD
1263
Grandfield & Dodd
New York
$787K – – –
VNA
1264
Valley National Advisers
Pennsylvania
$787K -$78.8K -649 -9%
HIA
1265
Harbor Investment Advisory
Maryland
$786K -$48.9K -403 -6%
SEP
1266
Southland Equity Partners
Missouri
$786K +$257K +2,119 +49%
WA
1267
WP Advisors
California
$784K -$166K -1,365 -17%
CIM
1268
Cambria Investment Management
California
$782K +$151K +1,242 +24%
JAFL
1269
Jay A. Fishman Ltd
Michigan
$780K -$85K -700 -10%
ICP
1270
Interchange Capital Partners
Pennsylvania
$780K +$1.22K +10 +0.2%
CAI
1271
Capital Advisors Inc
Oklahoma
$777K -$64.5K -531 -8%
AWA
1272
Aaron Wealth Advisors
Illinois
$777K +$178K +1,467 +30%
V
1273
VeraBank
Texas
$775K +$24.3K +200 +3%
TCM
1274
Tanaka Capital Management
New York
$775K -$3.03K -25 -0.4%
GAG
1275
GM Advisory Group
New York
$774K +$774K +6,379 New
49 50
51
52 53