PM icon

Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1276
Gratus Capital
Georgia
$579K +$61.1K +649 +12%
CB
1277
Centennial Bank
Arkansas
$578K – – –
SF
1278
Summit Financial
New Jersey
$577K +$46K +482 +9%
NIM
1279
Northeast Investment Management
Massachusetts
$576K – – –
SSW
1280
Smith Shellnut Wilson
Mississippi
$574K – – –
HCM
1281
Howland Capital Management
Massachusetts
$574K -$30.9K -324 -5%
SSWM
1282
Smith Salley Wealth Management
North Carolina
$574K -$11.4K -121 -2%
CAM
1283
Columbia Asset Management
Michigan
$574K -$7.06K -75 -1%
PFA
1284
Pure Financial Advisors
California
$574K -$32.7K -348 -5%
GCA
1285
Guardian Capital Advisors
Ontario, Canada
$573K -$14.4K -150 -2%
TSS
1286
Two Sigma Securities
New York
$572K +$572K +6,077 New
NMIMC
1287
Northwestern Mutual Investment Management Company
Wisconsin
$570K +$1.69K +18 +0.3%
DAM
1288
Diamant Asset Management
Connecticut
$569K – – –
FHA
1289
Flagship Harbor Advisors
Massachusetts
$569K +$59.3K +630 +12%
LSPW
1290
Lake Street Private Wealth
Illinois
$568K +$568K +6,041 New
PCS
1291
Personal CFO Solutions
New Jersey
$566K -$47.8K -508 -8%
BIG
1292
Brooklyn Investment Group
New York
$565K +$565K +6,005 New
TCM
1293
Traynor Capital Management
Pennsylvania
$565K +$5.93K +63 +1%
RC
1294
RBF Capital
California
$564K -$7.27M -77,250 -93%
PVH
1295
Psagot Value Holdings
Israel
$564K – – –
WIC
1296
Woodmont Investment Counsel
Tennessee
$563K -$81.9K -870 -13%
HTHT
1297
Hemenway Trust Hemenway Trust
New Hampshire
$563K -$376 -4 -0.1%
KA
1298
Kovack Advisors
Florida
$562K +$148K +1,569 +36%
Wolverine Trading
1299
Wolverine Trading
Illinois
$562K -$917K -9,743 -62%
PI
1300
PFG Investments
New York
$560K +$10.3K +109 +2%
50 51
52
53 54