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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 %
HI
1301
Human Investing
Oregon
$554K -$21.3K -233 -4%
APF
1302
Alaska Permanent Fund
Alaska
$554K -$514K -5,612 -48%
EFG
1303
Everhart Financial Group
Ohio
$551K +$229K +2,494 +71%
Harris Associates
1304
Harris Associates
Illinois
$551K -$71.6K -782 -12%
AWM
1305
Aviso Wealth Management
Washington
$550K +$58.7K +641 +12%
CA
1306
Cornerstone Advisory
Maryland
$550K -$31.6K -345 -5%
RC
1307
RBF Capital
California
$550K – – –
NCFG
1308
New Century Financial Group
New Jersey
$549K +$549K +5,993 New
CI Investments Inc
1309
CI Investments Inc
Ontario, Canada
$547K +$147K +1,601 +37%
IAIM
1310
International Assets Investment Management
Florida
$546K -$107K -1,172 -16%
TCM
1311
Triumph Capital Management
Colorado
$542K +$542K +5,926 New
SL
1312
Sentry LLC
Tennessee
$540K – – –
AP
1313
Americana Partners
Texas
$540K – – –
PFS
1314
Physicians Financial Services
North Carolina
$539K – – –
MSFS
1315
Main Street Financial Solutions
Pennsylvania
$539K +$5.68K +62 +1%
IFU
1316
iSAM Funds (UK)
United Kingdom
$537K +$537K +5,860 New
CWA
1317
Centennial Wealth Advisory
Michigan
$536K -$2.11K -23 -0.4%
TCM
1318
Traynor Capital Management
Pennsylvania
$536K -$13.7K -149 -2%
JC
1319
JB Capital
Connecticut
$534K +$1.47K +16 +0.3%
MPM
1320
MBB Public Markets
Illinois
$532K +$532K +5,810 New
CAL
1321
Capital Advisors Ltd
Ohio
$531K +$17.7K +193 +3%
GCA
1322
Guardian Capital Advisors
Ontario, Canada
$530K -$9.06K -100 -2%
PFA
1323
Pathway Financial Advisors
Vermont
$530K -$183 -2 -0%
ACM
1324
Armbruster Capital Management
New York
$528K – – –
SWP
1325
Summit Wealth Partners
Florida
$527K +$1.19K +13 +0.2%
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