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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 %
BB
1326
Burford Brothers
Texas
$582K – – –
FNBSF
1327
First National Bank Sioux Falls
South Dakota
$579K +$579K +5,717 New
MWM
1328
Mattern Wealth Management
Kansas
$578K +$60.8K +600 +12%
PMFA
1329
Plante Moran Financial Advisors
Michigan
$578K – – –
TWA
1330
TCI Wealth Advisors
Arizona
$578K +$72.7K +717 +14%
RMDI
1331
R.M. Davis Inc
Maine
$577K -$41.5K -410 -7%
AI
1332
Accredited Investors
Minnesota
$574K +$203 +2 +0%
LF
1333
Lantz Financial
Illinois
$573K +$15.5K +153 +3%
RWP
1334
Ridgecrest Wealth Partners
California
$573K +$573K +5,651 New
ACP
1335
Aviance Capital Partners
Florida
$572K +$79.8K +787 +16%
TIA
1336
Traphagen Investment Advisors
New Jersey
$570K +$3.65K +36 +0.6%
FCCM
1337
First City Capital Management
Georgia
$570K +$74.6K +736 +15%
TNBTD
1338
Trustmark National Bank Trust Department
Mississippi
$567K +$1.22K +12 +0.2%
BIP
1339
Blueprint Investment Partners
North Carolina
$566K +$566K +5,581 New
LSA
1340
Lion Street Advisors
Texas
$564K +$210K +2,076 +59%
APA
1341
Astoria Portfolio Advisors
New York
$561K -$95.7K -944 -15%
CFFP
1342
Center for Financial Planning
Michigan
$560K – – –
SCM
1343
SOL Capital Management
Maryland
$559K +$55.7K +550 +11%
AO
1344
Advisor OS
Illinois
$558K -$3.95K -39 -0.7%
SCM
1345
Schnieders Capital Management
California
$556K – – –
MWA
1346
Midland Wealth Advisors
Illinois
$556K +$325K +3,212 +141%
CWP
1347
Cyndeo Wealth Partners
Florida
$556K -$85.5K -844 -13%
BFC
1348
Bedel Financial Consulting
Indiana
$555K +$5.37K +53 +1%
KP
1349
Keel Point
Alabama
$555K +$281K +2,387 +103%
LWL
1350
Leo Wealth LLC
Texas
$553K +$120K +1,183 +28%
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