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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 %
CWP
1276
Cyndeo Wealth Partners
Florida
$580K -$5.74M -62,604 -91%
PC
1277
Permit Capital
Pennsylvania
$575K – – –
CAM
1278
Columbia Asset Management
Michigan
$574K – – –
MGAM
1279
McGowan Group Asset Management
Texas
$574K -$54.6K -596 -9%
APA
1280
Astoria Portfolio Advisors
New York
$574K -$71.5K -807 -11%
BMA
1281
Brooks Moore & Associates
Tennessee
$569K – – –
PL
1282
Plancorp LLC
Missouri
$568K +$3.3K +36 +0.6%
LI
1283
LRI Investments
Florida
$568K +$568K +6,195 New
V
1284
VeraBank
Texas
$567K -$5.13K -56 -0.9%
RB
1285
Renasant Bank
Mississippi
$566K +$22.4K +244 +4%
CWM
1286
Circle Wealth Management
New Jersey
$566K – – –
WA
1287
Wealth Architects
California
$564K -$8.98K -98 -2%
ZIC
1288
ZWJ Investment Counsel
Georgia
$564K -$12.1K -132 -2%
BFG
1289
Bouchey Financial Group
New York
$563K -$29.3K -319 -5%
CB
1290
Centennial Bank
Arkansas
$562K – – –
PFA
1291
Pure Financial Advisors
California
$562K +$2.84K +31 +0.5%
NIM
1292
Northeast Investment Management
Massachusetts
$561K – – –
RMDI
1293
R.M. Davis Inc
Maine
$560K -$7.88K -86 -1%
MNBTD
1294
Moody National Bank Trust Division
Texas
$559K -$87K -950 -13%
SSW
1295
Smith Shellnut Wilson
Mississippi
$559K – – –
FMLI
1296
Fukoku Mutual Life Insurance
Japan
$559K -$37.9K -414 -6%
HCM
1297
Howland Capital Management
Massachusetts
$558K -$1.3K -14 -0.2%
NMIMC
1298
Northwestern Mutual Investment Management Company
Wisconsin
$557K +$1.37K +15 +0.2%
CBT
1299
CoreFirst Bank & Trust
Kansas
$555K -$66.7K -728 -11%
DAM
1300
Diamant Asset Management
Connecticut
$554K – – –
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