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Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSI
1351
Cross Staff Investments
New York
$509K +$188 +2 +0%
BHIA
1352
Birch Hill Investment Advisors
Massachusetts
$508K – – –
MA
1353
MBA Advisors
Pennsylvania
$508K +$47K +500 +10%
SWA
1354
SFMG Wealth Advisors
Texas
$507K -$7.15K -76 -1%
CCMW
1355
Cypress Capital Management (Wyoming)
Wyoming
$506K -$122K -1,275 -19%
AWM
1356
Aviso Wealth Management
Washington
$505K +$505K +5,363 New
CF
1357
Centaurus Financial
California
$502K +$25.2K +268 +5%
ACP
1358
Aviance Capital Partners
Florida
$501K -$164K -1,741 -25%
ESBC
1359
E.S. Barr & Co
Kentucky
$500K – – –
KWM
1360
Keebeck Wealth Management
Illinois
$500K -$91.8K -962 -16%
CFFP
1361
Center for Financial Planning
Michigan
$497K – – –
DLA
1362
Douglas Lane & Associates
New York
$496K -$28.7K -305 -5%
HT
1363
Heritage Trust
Oklahoma
$493K -$15.7K -167 -3%
RFG
1364
RFP Financial Group
Georgia
$492K +$2.73K +29 +0.6%
BC
1365
Blackhill Capital
New Jersey
$489K – – –
GC
1366
Grimes & Company
Massachusetts
$489K +$132K +1,402 +37%
CGA
1367
Crescent Grove Advisors
Illinois
$488K +$191 +2 +0%
DIM
1368
Delta Investment Management
California
$487K +$753 +8 +0.2%
CT
1369
Colonial Trust
South Carolina
$486K +$377K +4,012 +349%
RI
1370
Ridgewood Investments
New Jersey
$485K +$2.63K +28 +0.5%
ES
1371
ETF Store
Kansas
$484K +$7.24K +77 +2%
AC
1372
Allstate Corporation
Illinois
$484K -$5.55K -59 -1%
KCM
1373
Kornitzer Capital Management
Kansas
$484K -$13.4K -142 -3%
WDG
1374
Wealth Dimensions Group
Ohio
$484K -$17.9K -190 -4%
Koshinski Asset Management
1375
Koshinski Asset Management
Illinois
$483K -$575K -6,117 -54%
53 54
55
56 57