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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 %
TFS
1351
Thoroughbred Financial Services
Tennessee
$501K -$194K -2,113 -28%
WEG
1352
World Equity Group
Illinois
$500K -$101K -1,100 -17%
NGA
1353
Naples Global Advisors
Florida
$499K +$51.9K +561 +12%
NL
1354
NWAM LLC
Washington
$498K +$18.2K +189 +4%
BFC
1355
Bedel Financial Consulting
Indiana
$497K – – –
SFA
1356
Souders Financial Advisors
Ohio
$497K -$7.24K -79 -1%
ES
1357
ETF Store
Kansas
$497K +$25.3K +276 +5%
WIC
1358
Woodmont Investment Counsel
Tennessee
$496K -$52.1K -569 -10%
AWAU
1359
Alliance Wealth Advisors (Utah)
Utah
$496K -$20.2K -221 -4%
BHIA
1360
Birch Hill Investment Advisors
Massachusetts
$495K – – –
S
1361
Sunpointe
Missouri
$494K +$26.3K +283 +6%
UAML
1362
US Asset Management LLC
Pennsylvania
$492K -$8.52K -93 -2%
CIA
1363
Choate Investment Advisors
Massachusetts
$491K +$122K +1,334 +33%
GWSG
1364
GPS Wealth Strategies Group
Colorado
$487K -$17.4K -190 -3%
ACM
1365
AlphaStar Capital Management
North Carolina
$486K +$486K +5,303 New
CSI
1366
Cross Staff Investments
New York
$484K -$11.9K -130 -2%
KWM
1367
Keebeck Wealth Management
Illinois
$483K -$3.53K -38 -0.7%
CP
1368
Covenant Partners
Tennessee
$483K -$378K -4,125 -44%
AGC
1369
Aspen Grove Capital
Colorado
$482K +$41K +441 +9%
SPIS
1370
Steward Partners Investment Solutions
Oregon
$481K +$481K +5,252 New
SBWIC
1371
Schaper Benz & Wise Investment Counsel
Wisconsin
$479K +$161K +1,758 +51%
PWP
1372
Phillips Wealth Planners
Mississippi
$478K -$23.3K -260 -5%
AEPWM
1373
Atlantic Edge Private Wealth Management
Florida
$478K +$462K +5,040 +2,880%
BC
1374
Blackhill Capital
New Jersey
$476K – – –
CGA
1375
Crescent Grove Advisors
Illinois
$476K +$93 +1 +0%
53 54
55
56 57