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Philip Morris
PM

Overview Fund Activity

2,327 hedge funds and large institutions have $150B invested in Philip Morris in 2024 Q3 according to their latest regulatory filings, with 250 funds opening new positions, 850 increasing their positions, 869 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,327
Holders Change
+128
Holders Change %
+5.82%
% of All Funds
33.66%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
250
Increased
850
Reduced
869
Closed
99
Calls
$1.08B
Puts
$871M
Net Calls
+$213M
Net Calls Change
-$25.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$816M
2
GQG Partners
GQG Partners
Florida
+$778M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$414M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$408M
5
Capital World Investors
Capital World Investors
California
+$339M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$509M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$430M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$380M
4
DCP
D1 Capital Partners
New York
-$340M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
1301
Prio Wealth Limited Partnership
Massachusetts
$742K – – –
FFA
1302
Florida Financial Advisors
Florida
$742K +$440K +3,643 +146%
WA
1303
Wealth Architects
California
$741K – – –
BFG
1304
Bouchey Financial Group
New York
$739K +$10.5K +86 +1%
MFGM
1305
Marshall Financial Group (Maryland)
Maryland
$739K +$1.58K +13 +0.2%
DM
1306
Deerfield Management
New York
$738K +$738K +6,082 New
NMIMC
1307
Northwestern Mutual Investment Management Company
Wisconsin
$738K -$2.91K -24 -0.4%
BCM
1308
BluePath Capital Management
Georgia
$738K -$175K -1,445 -19%
CB
1309
Centennial Bank
Arkansas
$737K -$8.38K -69 -1%
AB
1310
Atlas Brown
Kentucky
$737K -$113K -931 -13%
PPWP
1311
Premier Path Wealth Partners
New Jersey
$736K +$6.43K +53 +0.9%
CI Investments Inc
1312
CI Investments Inc
Ontario, Canada
$731K +$3.28K +27 +0.5%
WWM
1313
Wagner Wealth Management
South Carolina
$730K -$486 -4 -0.1%
ACM
1314
Armbruster Capital Management
New York
$729K +$26K +214 +4%
RC
1315
RBF Capital
California
$728K – – –
CAM
1316
Columbia Asset Management
Michigan
$728K – – –
FHA
1317
Flagship Harbor Advisors
Massachusetts
$726K +$726K +5,981 New
CI
1318
CacheTech Inc
Utah
$726K -$101K -834 -12%
AWM
1319
Adams Wealth Management
Utah
$726K -$101K -834 -12%
APA
1320
Astoria Portfolio Advisors
New York
$725K +$61K +508 +9%
SWA
1321
Sax Wealth Advisors
New Jersey
$725K +$25.7K +212 +4%
SFA
1322
Souders Financial Advisors
Ohio
$722K +$971 +8 +0.1%
SCM
1323
Schnieders Capital Management
California
$719K +$53.1K +437 +8%
TL
1324
Tradewinds LLC
North Carolina
$718K +$17.8K +147 +3%
HCM
1325
Howland Capital Management
Massachusetts
$715K +$1.6K +13 +0.2%
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