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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 %
CUAMC
1351
China Universal Asset Management Company
China
$686K +$686K +5,586 New
ACP
1352
Aviance Capital Partners
Florida
$685K +$728 +6 +0.1%
BCA
1353
Bay Colony Advisors
Massachusetts
$684K -$93.6K -771 -12%
WTA
1354
Washington Trust Advisors
Massachusetts
$682K -$125K -1,030 -15%
UCI
1355
Uncommon Cents Investing
Wisconsin
$681K +$24.3K +200 +4%
NB
1356
Nicolet Bankshares
Wisconsin
$679K -$136K -1,122 -17%
EAM
1357
Evanson Asset Management
California
$679K -$121K -998 -15%
OC
1358
Oakworth Capital
Alabama
$678K -$158K -1,299 -19%
CNBT
1359
Canandaigua National Bank & Trust
New York
$678K -$122K -1,001 -15%
LA
1360
LVW Advisors
New York
$677K +$18.3K +151 +3%
OKSA
1361
O'Keefe Stevens Advisory
New York
$677K +$138K +1,136 +26%
SAI
1362
Savvy Advisors Inc
New York
$676K +$214K +1,763 +46%
PWMAG
1363
Pinnacle Wealth Management Advisory Group
New Jersey
$675K +$101K +829 +18%
JC
1364
JB Capital
Connecticut
$674K -$38.1K -314 -5%
TIA
1365
Traphagen Investment Advisors
New Jersey
$673K -$10.9K -90 -2%
CFFP
1366
Center for Financial Planning
Michigan
$671K – – –
FCCM
1367
First City Capital Management
Georgia
$671K -$12.1K -100 -2%
CAL
1368
Capital Advisors Ltd
Ohio
$670K -$43.4K -358 -6%
BIP
1369
Blueprint Investment Partners
North Carolina
$670K -$7.65K -63 -1%
RMDI
1370
R.M. Davis Inc
Maine
$669K -$23.3K -192 -3%
SPWM
1371
Schrum Private Wealth Management
Florida
$666K +$333K +2,743 +100%
TWA
1372
TCI Wealth Advisors
Arizona
$664K -$27.8K -229 -4%
TFA
1373
Transamerica Financial Advisors
Florida
$664K -$108K -891 -14%
LWL
1374
Leo Wealth LLC
Texas
$664K +$728 +6 +0.1%
RAG
1375
RIA Advisory Group
Iowa
$664K +$664K +5,467 New
53 54
55
56 57