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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 %
SL
1326
Sentry LLC
Tennessee
$715K – – –
BW
1327
BIP Wealth
Georgia
$714K +$434K +3,573 +155%
MIM
1328
Morningstar Investment Management
Illinois
$712K -$197K -1,639 -22%
HIM
1329
Hanlon Investment Management
New Jersey
$711K +$400K +3,296 +129%
BW
1330
Bison Wealth
Georgia
$709K -$379K -3,120 -35%
MHIC
1331
Marble Harbor Investment Counsel
Massachusetts
$709K -$97.1K -800 -12%
AP
1332
Americana Partners
Texas
$708K -$364 -3 -0.1%
TNBTD
1333
Trustmark National Bank Trust Department
Mississippi
$708K +$28.9K +238 +4%
PMFA
1334
Plante Moran Financial Advisors
Michigan
$706K +$12.5K +103 +2%
VWA
1335
Visionary Wealth Advisors
Illinois
$704K -$5.22K -43 -0.7%
CCA
1336
Covey Capital Advisors
Georgia
$704K +$704K +5,801 New
VCP
1337
Verus Capital Partners
Arizona
$702K +$73.4K +605 +12%
SWP
1338
Summit Wealth Partners
Florida
$702K +$1.46K +12 +0.2%
PFA
1339
Pathway Financial Advisors
Vermont
$702K – – –
AWM
1340
Angeles Wealth Management
California
$701K +$41.9K +345 +6%
GPI
1341
General Partner Inc
Pennsylvania
$700K – – –
AO
1342
Advisor OS
Illinois
$700K +$31.6K +260 +5%
MA
1343
McBroom & Associates
Nevada
$699K +$71.7K +591 +11%
GCA
1344
Guardian Capital Advisors
Ontario, Canada
$696K -$3.02K -25 -0.4%
BB
1345
Burford Brothers
Texas
$695K -$1.82K -15 -0.3%
FNBSF
1346
First National Bank Sioux Falls
South Dakota
$694K – – –
MWM
1347
Mattern Wealth Management
Kansas
$693K – – –
KSB
1348
Kennebec Savings Bank
Maine
$692K +$692K +5,703 New
BFC
1349
Bedel Financial Consulting
Indiana
$690K +$24.3K +200 +4%
SSW
1350
Smith Shellnut Wilson
Mississippi
$687K -$121K -1,000 -15%
52 53
54
55 56