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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 %
GIP
1401
Greatmark Investment Partners
Georgia
$499K -$2.53K -25 -0.5%
CIA
1402
Cohen Investment Advisors
New Hampshire
$499K +$60.7K +656 +14%
CGH
1403
CMG Global Holdings
Texas
$498K +$1.01K +10 +0.2%
FA
1404
FDx Advisors
Illinois
$498K -$391K -3,862 -44%
EI
1405
EDMP Inc
Florida
$498K – – –
HI
1406
Human Investing
Oregon
$497K -$116K -1,141 -19%
JPWM
1407
Jamison Private Wealth Management
Georgia
$497K +$81.1K +800 +19%
WAG
1408
Wheelhouse Advisory Group
Missouri
$493K +$255K +2,504 +107%
CWM
1409
Circle Wealth Management
New Jersey
$492K -$133K -1,313 -21%
AC
1410
Allstate Corporation
Illinois
$492K +$25.5K +252 +5%
SA
1411
Skyline Advisors
Washington
$491K +$608 +6 +0.1%
SIM
1412
Stratos Investment Management
Ohio
$491K -$69.6K -687 -12%
RIA
1413
Regal Investment Advisors
Michigan
$490K -$5.07K -50 -1%
CAAS
1414
Capital Asset Advisory Services
Michigan
$488K -$91.9K -904 -16%
LSV Asset Management
1415
LSV Asset Management
Illinois
$486K – – –
CP
1416
Covenant Partners
Tennessee
$485K -$48.3K -477 -9%
TBNY
1417
Trustco Bank (New York)
New York
$485K -$10.1K -100 -2%
Empower Advisory Group
1418
Empower Advisory Group
Colorado
$482K +$37.6K +371 +8%
WA
1419
WBH Advisory
Maryland
$482K -$8.71K -86 -2%
MA
1420
MBA Advisors
Pennsylvania
$481K +$507 +5 +0.1%
HIP
1421
HUB Investment Partners
Texas
$480K +$15.2K +150 +3%
AP
1422
Atwood & Palmer
Missouri
$480K – – –
PWMAG
1423
Pinnacle Wealth Management Advisory Group
New Jersey
$479K +$128K +1,268 +37%
BWM
1424
Buckley Wealth Management
Nevada
$479K +$4.76K +47 +1%
Harris Associates
1425
Harris Associates
Illinois
$477K -$132K -1,305 -22%
55 56
57
58 59