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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 %
TCOO
1426
Trust Company of Oklahoma
Oklahoma
$439K -$204K -2,167 -32%
MUMSS
1427
Mitsubishi UFJ Morgan Stanley Securities
Japan
$437K -$227K -2,414 -34%
RIA
1428
Regal Investment Advisors
Michigan
$436K -$4.33K -46 -1%
EA
1429
Eudaimonia Advisors
Tennessee
$435K – – –
SSWM
1430
Sheets Smith Wealth Management
North Carolina
$434K -$20.9K -222 -5%
CGH
1431
CMG Global Holdings
Texas
$434K +$89 +1 +0%
CWM
1432
Chesapeake Wealth Management
Virginia
$434K -$1.88K -20 -0.4%
AIM
1433
Avity Investment Management
Connecticut
$430K -$56.4K -600 -12%
PCM
1434
Parsons Capital Management
Rhode Island
$429K – – –
EDRIA
1435
Edmonds Duncan Registered Investment Advisors
Kansas
$429K – – –
CCA
1436
Cobblestone Capital Advisors
New York
$427K -$11.9K -126 -3%
MAG
1437
Mayfair Advisory Group
Alabama
$427K +$24.4K +255 +6%
WFM
1438
Wolff Financial Management
Michigan
$426K – – –
LA
1439
Lifeworks Advisors
Michigan
$425K -$177K -1,883 -29%
CHA
1440
Carmichael Hill & Associates
Maryland
$425K -$36.4K -387 -8%
WPA
1441
Winning Points Advisors
Florida
$424K +$424K +4,510 New
PSCM
1442
Per Stirling Capital Management
Texas
$424K -$45.6K -485 -10%
FAB
1443
First American Bank
Illinois
$423K – – –
EFL
1444
ERn Financial LLC
Wisconsin
$422K -$24.3K -261 -5%
MSWM
1445
McGlone Suttner Wealth Management
Wisconsin
$421K +$33.8K +359 +9%
NP
1446
Nilsine Partners
Colorado
$420K -$51.5K -547 -11%
CCG
1447
Ceeto Capital Group
Florida
$419K – – –
SA
1448
Strategic Advisors
New York
$418K +$18.3K +194 +5%
CG
1449
Clarus Group
Texas
$418K -$22.2K -236 -5%
PCM
1450
Pointe Capital Management
Michigan
$415K -$457K -4,857 -52%
56 57
58
59 60