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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 %
LSV Asset Management
1426
LSV Asset Management
Illinois
$440K – – –
NAG
1427
Northstar Advisory Group
New Jersey
$439K +$46.6K +469 +12%
CAMG
1428
CWA Asset Management Group
Florida
$437K +$79.1K +863 +22%
WP
1429
Westmount Partners
California
$437K +$916 +10 +0.2%
AWAG
1430
ARS Wealth Advisors Group
Florida
$437K -$91.6K -1,000 -17%
MPI
1431
Mairs & Power Inc
Minnesota
$437K +$2.29K +25 +0.5%
WQ
1432
Wealth Quarterback
New Jersey
$436K -$458 -5 -0.1%
CFG
1433
Compton Financial Group
Maryland
$436K – – –
AWA
1434
Aaron Wealth Advisors
Illinois
$434K +$116K +1,261 +36%
AP
1435
Atwood & Palmer
Missouri
$434K – – –
IPWA
1436
International Private Wealth Advisors
California
$434K +$192K +2,099 +80%
MA
1437
MBA Advisors
Pennsylvania
$434K -$60.6K -661 -12%
CIA
1438
Cohen Investment Advisors
New Hampshire
$434K -$18.3K -200 -4%
PFSC
1439
Peoples Financial Services Corp
Pennsylvania
$432K -$80.2K -875 -16%
MCM
1440
Manchester Capital Management
Vermont
$429K -$14.8K -162 -3%
BWM
1441
Buckley Wealth Management
Nevada
$429K -$3.21K -35 -0.7%
FCA
1442
FinTrust Capital Advisors
South Carolina
$426K -$1.44M -15,740 -77%
WPA
1443
Winning Points Advisors
Florida
$424K – – –
GGI
1444
Godsey & Gibb Inc
Virginia
$424K +$31.8K +347 +8%
SSWM
1445
Sheets Smith Wealth Management
North Carolina
$424K +$1.19K +13 +0.3%
CG
1446
CFO4Life Group
Texas
$424K +$25.7K +281 +6%
FFN
1447
Focus Financial Network
Minnesota
$424K -$325K -3,561 -43%
EA
1448
Eudaimonia Advisors
Tennessee
$423K – – –
MA
1449
McBroom & Associates
Nevada
$423K +$423K +4,618 New
MAG
1450
Mayfair Advisory Group
Alabama
$422K +$13K +142 +3%
56 57
58
59 60