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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 %
IIM
1301
INTECH Investment Management
Florida
$612K -$1.59M -15,728 -72%
WWM
1302
Wagner Wealth Management
South Carolina
$610K +$36.5K +360 +6%
PPWP
1303
Premier Path Wealth Partners
New Jersey
$609K -$50K -493 -8%
BFG
1304
Bouchey Financial Group
New York
$608K -$13.7K -135 -2%
CAM
1305
Columbia Asset Management
Michigan
$608K -$10.1K -100 -2%
CI Investments Inc
1306
CI Investments Inc
Ontario, Canada
$608K +$3.35K +33 +0.6%
RC
1307
RBF Capital
California
$608K – – –
SAM
1308
Smartleaf Asset Management
Massachusetts
$605K +$45.9K +452 +8%
MNBTD
1309
Moody National Bank Trust Division
Texas
$605K -$13.9K -137 -2%
SFA
1310
Souders Financial Advisors
Ohio
$602K +$52.1K +514 +9%
CWM
1311
Calamos Wealth Management
Illinois
$598K -$178K -1,760 -23%
SL
1312
Sentry LLC
Tennessee
$597K – – –
HCM
1313
Howland Capital Management
Massachusetts
$597K -$19.8K -193 -3%
GCA
1314
Guardian Capital Advisors
Ontario, Canada
$596K -$5.14K -50 -0.9%
CAL
1315
Capital Advisors Ltd
Ohio
$596K +$8.92K +88 +2%
JC
1316
JB Capital
Connecticut
$595K +$3.65K +36 +0.6%
VWA
1317
Visionary Wealth Advisors
Illinois
$592K -$158K -1,563 -21%
AP
1318
Americana Partners
Texas
$591K -$5.57K -55 -0.9%
ACM
1319
AlphaStar Capital Management
North Carolina
$589K +$51.2K +505 +10%
ACM
1320
Armbruster Capital Management
New York
$587K +$3.34K +33 +0.6%
PFA
1321
Pathway Financial Advisors
Vermont
$586K – – –
SWP
1322
Summit Wealth Partners
Florida
$585K +$1.42K +14 +0.2%
GPI
1323
General Partner Inc
Pennsylvania
$584K +$2.94K +29 +0.5%
TL
1324
Tradewinds LLC
North Carolina
$584K +$584K +5,764 New
SWA
1325
Sax Wealth Advisors
New Jersey
$584K +$2.74K +27 +0.5%
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