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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 %
RB
1301
Renasant Bank
Mississippi
$559K +$23.7K +252 +4%
EFSCE
1302
Enterprise Financial Services Corp (EFSC)
Missouri
$559K +$13.4K +142 +2%
PMFA
1303
Plante Moran Financial Advisors
Michigan
$558K +$282 +3 +0.1%
FMP
1304
Financial Management Professionals
Texas
$558K +$31.4K +334 +6%
FAM
1305
Formidable Asset Management
Ohio
$556K -$1.22K -13 -0.2%
PTC
1306
Philadelphia Trust Company
Pennsylvania
$555K – – –
9WM
1307
9258 Wealth Management
Ohio
$555K +$6.12K +65 +1%
SL
1308
Sentry LLC
Tennessee
$554K -$11.3K -120 -2%
AP
1309
Americana Partners
Texas
$554K +$26.4K +281 +5%
PFS
1310
Physicians Financial Services
North Carolina
$554K – – –
CWA
1311
Centennial Wealth Advisory
Michigan
$553K +$9.78K +104 +2%
WAM
1312
Wolverine Asset Management
Illinois
$552K +$552K +5,866 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1313
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$551K -$5.59M -59,458 -91%
HW
1314
Hancock Whitney
Mississippi
$550K -$1.04K -11 -0.2%
FDDB
1315
Fidelity D&D Bancorp
Pennsylvania
$550K -$26.1K -277 -5%
MSFS
1316
Main Street Financial Solutions
Pennsylvania
$547K +$1.04K +11 +0.2%
JC
1317
JB Capital
Connecticut
$547K +$2.82K +30 +0.5%
FA
1318
Fiducient Advisors
Illinois
$547K -$38.9K -413 -7%
SAM
1319
Sompo Asset Management
Japan
$547K +$65.9K +700 +14%
GPI
1320
General Partner Inc
Pennsylvania
$544K – – –
PFA
1321
Pathway Financial Advisors
Vermont
$544K – – –
AWAG
1322
ARS Wealth Advisors Group
Florida
$543K -$1.88K -20 -0.3%
ACM
1323
Armbruster Capital Management
New York
$542K – – –
SWP
1324
Summit Wealth Partners
Florida
$540K +$1.22K +13 +0.2%
BB
1325
Burford Brothers
Texas
$540K +$540K +5,740 New
51 52
53
54 55