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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 %
PCS
1276
Personal CFO Solutions
New Jersey
$645K -$14.5K -143 -2%
TFA
1277
Transamerica Financial Advisors
Florida
$645K – – –
AC
1278
Abbrea Capital
California
$642K -$61.5K -600 -9%
MSFS
1279
Main Street Financial Solutions
Pennsylvania
$641K +$45.2K +446 +8%
HWA
1280
HCR Wealth Advisors
California
$640K -$14.2K -140 -2%
PA
1281
Prossimo Advisors
California
$638K +$638K +6,298 New
LI
1282
LRI Investments
Florida
$637K +$9.32K +92 +1%
HW
1283
Hancock Whitney
Mississippi
$637K -$8.82K -87 -1%
SAM
1284
Sompo Asset Management
Japan
$636K -$56.7K -560 -8%
MGAM
1285
McGowan Group Asset Management
Texas
$636K +$1.42K +14 +0.2%
PC
1286
Permit Capital
Pennsylvania
$636K – – –
ACIM
1287
Azimuth Capital Investment Management
Michigan
$635K -$7.4K -73 -1%
RAM
1288
Readystate Asset Management
Illinois
$632K +$632K +6,238 New
BMA
1289
Brooks Moore & Associates
Tennessee
$629K – – –
V
1290
VeraBank
Texas
$627K – – –
JSSH
1291
J. Safra Sarasin Holding
$623K +$623K +6,144 New
PFA
1292
Pure Financial Advisors
California
$622K +$912 +9 +0.1%
CB
1293
Centennial Bank
Arkansas
$622K – – –
TCM
1294
Triumph Capital Management
Colorado
$621K +$12.6K +123 +2%
NIM
1295
Northeast Investment Management
Massachusetts
$620K – – –
PWLP
1296
Prio Wealth Limited Partnership
Massachusetts
$620K -$287K -2,830 -32%
WA
1297
Wealth Architects
California
$618K -$5.17K -51 -0.8%
NMIMC
1298
Northwestern Mutual Investment Management Company
Wisconsin
$618K +$2.64K +26 +0.4%
MFGM
1299
Marshall Financial Group (Maryland)
Maryland
$616K +$616K +6,075 New
ATS
1300
Ashton Thomas Securities
New York
$613K +$613K +6,025 New
50 51
52
53 54