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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 %
BC
1401
Blackhill Capital
New Jersey
$631K – – –
CGA
1402
Crescent Grove Advisors
Illinois
$629K +$245 +2 +0%
MNBTD
1403
Moody National Bank Trust Division
Texas
$629K -$95.8K -789 -13%
EFSCE
1404
Enterprise Financial Services Corp (EFSC)
Missouri
$626K -$6.07K -50 -1%
RWP
1405
Ridgecrest Wealth Partners
California
$625K -$60.7K -500 -9%
AGC
1406
Aspen Grove Capital
Colorado
$625K +$123 +1 +0%
BMCM
1407
Burns Matteson Capital Management
New York
$624K +$142K +1,168 +29%
GWSG
1408
GPS Wealth Strategies Group
Colorado
$623K -$38.2K -315 -6%
HCM
1409
Hilton Capital Management
New York
$622K +$254K +2,091 +69%
CHAM
1410
Clear Harbor Asset Management
Connecticut
$622K – – –
TT
1411
TI-Trust
Illinois
$622K -$607 -5 -0.1%
DLA
1412
Douglas Lane & Associates
New York
$621K +$8.86K +73 +1%
HT
1413
Headlands Technologies
Illinois
$620K +$567K +4,673 +1,067%
CGH
1414
CMG Global Holdings
Texas
$618K +$21.9K +180 +4%
JSW
1415
Journey Strategic Wealth
New Jersey
$618K +$71.5K +589 +13%
BWM
1416
Buckley Wealth Management
Nevada
$614K +$40.7K +335 +7%
SS
1417
Sunbelt Securities
Texas
$613K -$3.28K -27 -0.5%
CP
1418
Covenant Partners
Tennessee
$612K +$30.7K +253 +5%
MC
1419
McMorgan & Co
California
$612K -$411K -3,389 -40%
WHRC
1420
W.H. Reaves & Co
New Jersey
$607K – – –
PSCM
1421
Per Stirling Capital Management
Texas
$605K +$58.2K +479 +11%
SIM
1422
Stratos Investment Management
Ohio
$601K +$12.6K +104 +2%
PGAM
1423
Princeton Global Asset Management
New Jersey
$600K – – –
SA
1424
Skyline Advisors
Washington
$598K +$9.83K +81 +2%
WWM
1425
Western Wealth Management
Colorado
$598K -$33K -272 -5%
55 56
57
58 59