PM icon

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 %
LA
1401
Lifeworks Advisors
Michigan
$457K +$42.8K +467 +10%
TWA
1402
TCI Wealth Advisors
Arizona
$456K +$17.9K +195 +4%
CC
1403
Cipher Capital
New York
$456K +$456K +4,978 New
SCM
1404
SOL Capital Management
Maryland
$455K – – –
GIP
1405
Greatmark Investment Partners
Georgia
$454K +$6.51K +71 +1%
PGAM
1406
Princeton Global Asset Management
New Jersey
$453K -$13.6K -148 -3%
HGWM
1407
Horst & Graben Wealth Management
Oregon
$452K +$4.67K +51 +1%
DFG
1408
Delta Financial Group
New Jersey
$450K +$5.13K +56 +1%
EI
1409
EDMP Inc
Florida
$450K – – –
CGH
1410
CMG Global Holdings
Texas
$449K +$2.75K +30 +0.6%
AP
1411
Appleton Partners
Massachusetts
$449K -$236K -2,577 -34%
JCM
1412
Jag Capital Management
Missouri
$449K -$59.6K -650 -12%
ClearBridge Investments
1413
ClearBridge Investments
New York
$448K – – –
FCCM
1414
First City Capital Management
Georgia
$448K -$328K -3,581 -42%
RIA
1415
Regal Investment Advisors
Michigan
$448K +$23.1K +252 +5%
TBNY
1416
Trustco Bank (New York)
New York
$447K – – –
ACP
1417
Aviance Capital Partners
Florida
$445K -$43.7K -477 -9%
WA
1418
WBH Advisory
Maryland
$444K -$9.16K -100 -2%
GGS
1419
Galvin Gaustad & Stein
Arizona
$444K -$21.5K -235 -5%
AWM
1420
Absher Wealth Management
North Carolina
$444K -$1.01K -11 -0.2%
SA
1421
Skyline Advisors
Washington
$444K +$550 +6 +0.1%
AWM
1422
Angeles Wealth Management
California
$444K +$47.6K +519 +12%
KCM
1423
Kathmere Capital Management
Pennsylvania
$443K -$69.2K -755 -14%
KWM
1424
Kolinsky Wealth Management
New Jersey
$443K +$14.2K +155 +3%
GWANC
1425
Guardian Wealth Advisors (North Carolina)
North Carolina
$443K +$94.6K +1,033 +27%
55 56
57
58 59