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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 %
BB
1326
Burford Brothers
Texas
$526K – – –
GPI
1327
General Partner Inc
Pennsylvania
$526K – – –
CIM
1328
Cambria Investment Management
California
$526K -$148K -1,611 -22%
SWA
1329
Sax Wealth Advisors
New Jersey
$525K +$9.16K +100 +2%
EWA
1330
EverSource Wealth Advisors
Alabama
$523K +$37K +390 +8%
PMFA
1331
Plante Moran Financial Advisors
Michigan
$523K -$20.9K -228 -4%
SWA
1332
SFMG Wealth Advisors
Texas
$520K +$26.8K +293 +5%
AI
1333
Accredited Investors
Minnesota
$519K +$8.06K +88 +2%
TIM
1334
Total Investment Management
Arizona
$519K +$1.56K +17 +0.3%
WWM
1335
Wagner Wealth Management
South Carolina
$519K -$240K -2,614 -32%
CP
1336
Castleview Partners
Texas
$517K +$188K +2,057 +57%
P
1337
&Partners
Tennessee
$515K +$239K +2,684 +86%
LAM
1338
Lakewood Asset Management
Illinois
$515K +$111K +1,213 +28%
TIA
1339
Traphagen Investment Advisors
New Jersey
$513K +$550 +6 +0.1%
TNBTD
1340
Trustmark National Bank Trust Department
Mississippi
$511K +$9.16K +100 +2%
VCWA
1341
Vanguard Capital Wealth Advisors
Colorado
$511K +$1.19K +13 +0.2%
CAAS
1342
Capital Asset Advisory Services
Michigan
$510K -$112K -1,250 -18%
SAM
1343
Smartleaf Asset Management
Massachusetts
$508K +$169K +1,830 +50%
AO
1344
Advisor OS
Illinois
$508K -$1.01M -10,976 -66%
SIM
1345
Stratos Investment Management
Ohio
$507K +$71.2K +777 +16%
FDDB
1346
Fidelity D&D Bancorp
Pennsylvania
$507K -$28.5K -311 -5%
CFFP
1347
Center for Financial Planning
Michigan
$506K +$22.9K +250 +5%
HTHT
1348
Hemenway Trust Hemenway Trust
New Hampshire
$504K -$43.8K -478 -8%
LF
1349
Lantz Financial
Illinois
$504K +$6.69K +73 +1%
SCM
1350
Schnieders Capital Management
California
$503K -$13.7K -150 -3%
52 53
54
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