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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 %
NGA
1401
Naples Global Advisors
Florida
$459K +$23.1K +243 +5%
AT
1402
Arvest Trust
Oklahoma
$458K -$124K -1,316 -21%
IF
1403
Intrua Financial
Texas
$458K -$39.8K -423 -8%
DFG
1404
Delta Financial Group
New Jersey
$457K +$25.1K +267 +6%
AWM
1405
Absher Wealth Management
North Carolina
$457K +$13.2K +140 +3%
MSG
1406
Main Street Group
Virginia
$456K +$456K +4,840 New
MCM
1407
Manchester Capital Management
Vermont
$455K +$13.4K +142 +3%
SA
1408
Skyline Advisors
Washington
$455K +$455K +4,837 New
LSV Asset Management
1409
LSV Asset Management
Illinois
$452K – – –
MS
1410
Maven Securities
Jersey
$450K +$450K +4,788 New
TWA
1411
TCI Wealth Advisors
Arizona
$450K +$564 +6 +0.1%
MS
1412
Madden Securities
Texas
$450K – – –
AGC
1413
Aspen Grove Capital
Colorado
$449K +$38.3K +404 +9%
WQ
1414
Wealth Quarterback
New Jersey
$448K +$5.46K +58 +1%
BFM
1415
Boston Financial Management
Massachusetts
$448K +$44.8K +476 +11%
CFG
1416
Compton Financial Group
Maryland
$448K – – –
HT
1417
Headlands Technologies
Illinois
$448K +$420K +4,467 +1,530%
SIM
1418
Stratos Investment Management
Ohio
$448K +$186K +1,979 +71%
WP
1419
Westmount Partners
California
$448K +$11.5K +122 +3%
LJAC
1420
L.J. Altfest & Co
New York
$446K +$1.13K +12 +0.3%
MPI
1421
Mairs & Power Inc
Minnesota
$446K -$470 -5 -0.1%
AP
1422
Atwood & Palmer
Missouri
$446K – – –
PJSIMP
1423
P.J. Schmidt Investment Management (PJS)
Wisconsin
$445K -$142K -1,559 -24%
BWM
1424
Buckley Wealth Management
Nevada
$443K -$14.7K -156 -3%
KWM
1425
Kolinsky Wealth Management
New Jersey
$440K -$29.6K -315 -6%
55 56
57
58 59