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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 %
CCM
1351
Coerente Capital Management
Ontario, Canada
$552K -$172K -1,700 -24%
GWSG
1352
GPS Wealth Strategies Group
Colorado
$552K +$13.5K +133 +3%
ZIC
1353
ZWJ Investment Counsel
Georgia
$551K -$72.5K -715 -12%
AWM
1354
Angeles Wealth Management
California
$550K +$59.8K +590 +12%
LA
1355
LVW Advisors
New York
$550K -$135K -1,333 -20%
UCI
1356
Uncommon Cents Investing
Wisconsin
$548K +$100K +990 +22%
BHIA
1357
Birch Hill Investment Advisors
Massachusetts
$547K – – –
EP
1358
Edgestream Partners
New Jersey
$546K -$6.18M -60,984 -92%
SMA
1359
Sage Mountain Advisors
Georgia
$546K +$213K +2,106 +64%
FMLI
1360
Fukoku Mutual Life Insurance
Japan
$545K -$72.6K -716 -12%
WIC
1361
Woodmont Investment Counsel
Tennessee
$544K -$5.07K -50 -0.9%
FDDB
1362
Fidelity D&D Bancorp
Pennsylvania
$543K -$17.6K -174 -3%
MCM
1363
Manchester Capital Management
Vermont
$543K +$68.7K +678 +14%
WAM
1364
Wolverine Asset Management
Illinois
$542K -$1.98M -19,551 -79%
DIM
1365
Delta Investment Management
California
$541K +$17.2K +170 +3%
TCM
1366
Traynor Capital Management
Pennsylvania
$539K -$54.4K -537 -9%
VCWA
1367
Vanguard Capital Wealth Advisors
Colorado
$538K -$26.2K -259 -5%
DS
1368
DRW Securities
Illinois
$538K +$538K +5,311 New
HWA
1369
HHM Wealth Advisors
Tennessee
$538K +$451K +4,450 +518%
SWA
1370
SFMG Wealth Advisors
Texas
$537K -$38K -375 -7%
AC
1371
ASB Consultores
Florida
$537K -$507K -5,003 -49%
CSI
1372
Cross Staff Investments
New York
$535K – – –
KWM
1373
Keebeck Wealth Management
Illinois
$534K – – –
CBT
1374
CoreFirst Bank & Trust
Kansas
$533K -$81K -799 -13%
SPA
1375
Sherbrooke Park Advisers
New York
$530K -$2.09M -20,668 -80%
53 54
55
56 57