PM icon

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 %
EFSCE
1376
Enterprise Financial Services Corp (EFSC)
Missouri
$528K +$18.3K +181 +4%
CIM
1377
Cambria Investment Management
California
$527K -$54.3K -536 -9%
BC
1378
Blackhill Capital
New Jersey
$527K – – –
WWM
1379
Western Wealth Management
Colorado
$526K +$2.64K +26 +0.5%
UAML
1380
US Asset Management LLC
Pennsylvania
$526K -$18.2K -180 -3%
CGA
1381
Crescent Grove Advisors
Illinois
$526K +$205 +2 +0%
VCP
1382
Verus Capital Partners
Arizona
$525K +$181K +1,783 +53%
MA
1383
McBroom & Associates
Nevada
$523K +$55.5K +548 +12%
AGC
1384
Aspen Grove Capital
Colorado
$522K -$9.96K -97 -2%
HTHT
1385
Hemenway Trust Hemenway Trust
New Hampshire
$522K -$36.2K -357 -6%
EA
1386
Everpar Advisors
Oklahoma
$520K +$106K +1,043 +26%
TT
1387
TI-Trust
Illinois
$519K – – –
CHAM
1388
Clear Harbor Asset Management
Connecticut
$519K – – –
FFN
1389
Focus Financial Network
Minnesota
$519K +$15.5K +143 +3%
CT
1390
Colonial Trust
South Carolina
$518K -$2.23K -22 -0.4%
SS
1391
Sunbelt Securities
Texas
$514K +$102K +1,009 +25%
KCM
1392
Kornitzer Capital Management
Kansas
$511K -$2.64K -26 -0.5%
DLA
1393
Douglas Lane & Associates
New York
$511K -$8.31K -82 -2%
GC
1394
Grimes & Company
Massachusetts
$509K -$12.5K -123 -2%
WHRC
1395
W.H. Reaves & Co
New Jersey
$507K – – –
MAG
1396
Mayfair Advisory Group
Alabama
$507K +$18.4K +174 +4%
AWM
1397
Absher Wealth Management
North Carolina
$503K +$12K +118 +2%
PGAM
1398
Princeton Global Asset Management
New Jersey
$501K – – –
RFG
1399
RFP Financial Group
Georgia
$500K -$18.2K -180 -4%
AWA
1400
Aaron Wealth Advisors
Illinois
$500K +$19.4K +191 +4%
54 55
56
57 58