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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 %
I
1426
INVST
Indiana
$475K +$38.9K +384 +9%
RCA
1427
Resonant Capital Advisors
Wisconsin
$474K +$25.2K +246 +6%
EB
1428
Emprise Bank
Kansas
$474K +$7.09K +70 +2%
WQ
1429
Wealth Quarterback
New Jersey
$472K -$10.7K -106 -2%
CFG
1430
Compton Financial Group
Maryland
$469K -$13.5K -133 -3%
RI
1431
Ridgewood Investments
New Jersey
$469K -$53.3K -526 -10%
LRIA
1432
Leonard Rickey Investment Advisors
Washington
$469K +$87.8K +866 +23%
PFSC
1433
Peoples Financial Services Corp
Pennsylvania
$468K -$10.1K -100 -2%
GGI
1434
Godsey & Gibb Inc
Virginia
$468K -$1.22K -12 -0.3%
FWM
1435
Foguth Wealth Management
Michigan
$467K +$113K +1,114 +32%
CG
1436
CFO4Life Group
Texas
$465K -$3.34K -33 -0.7%
S
1437
Sunpointe
Missouri
$464K -$81.6K -795 -15%
EDRIA
1438
Edmonds Duncan Registered Investment Advisors
Kansas
$462K – – –
DAM
1439
Diamant Asset Management
Connecticut
$461K -$152K -1,500 -25%
CHA
1440
Carmichael Hill & Associates
Maryland
$461K +$1.42K +14 +0.3%
OWA
1441
One Wealth Advisors
California
$459K +$13K +112 +3%
PSCM
1442
Per Stirling Capital Management
Texas
$456K – – –
JSW
1443
Journey Strategic Wealth
New Jersey
$456K +$456K +4,502 New
9WM
1444
9258 Wealth Management
Ohio
$454K -$55.1K -544 -11%
Axa
1445
Axa
France
$454K -$5.67K -56 -1%
KIA
1446
KCM Investment Advisors
California
$452K +$60.4K +596 +15%
CCG
1447
Ceeto Capital Group
Florida
$451K – – –
NAG
1448
Northstar Advisory Group
New Jersey
$451K -$1.75K -17 -0.4%
OKSA
1449
O'Keefe Stevens Advisory
New York
$450K +$68.2K +673 +18%
MSG
1450
Main Street Group
Virginia
$448K -$413K -4,079 -48%
56 57
58
59 60