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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 %
EI
1426
EDMP Inc
Florida
$596K – – –
RCA
1427
Resonant Capital Advisors
Wisconsin
$596K +$29.1K +237 +5%
JPWM
1428
Jamison Private Wealth Management
Georgia
$596K – – –
CCG
1429
Catalina Capital Group
California
$595K +$99.6K +820 +20%
HIP
1430
HUB Investment Partners
Texas
$593K +$18K +148 +3%
GIP
1431
Greatmark Investment Partners
Georgia
$592K -$6.07K -50 -1%
CWM
1432
Circle Wealth Management
New Jersey
$590K – – –
FFN
1433
Focus Financial Network
Minnesota
$588K – – –
LRIA
1434
Leonard Rickey Investment Advisors
Washington
$587K +$25.9K +213 +5%
LSV Asset Management
1435
LSV Asset Management
Illinois
$583K – – –
HI
1436
Human Investing
Oregon
$581K -$15.1K -124 -3%
HWA
1437
HHM Wealth Advisors
Tennessee
$581K -$63.9K -526 -10%
TBNY
1438
Trustco Bank (New York)
New York
$581K -$121 -1 -0%
KP
1439
Keel Point
Alabama
$580K +$8.01K +66 +1%
ALAM
1440
Asahi Life Asset Management
Japan
$575K +$575K +4,740 New
AP
1441
Atwood & Palmer
Missouri
$575K – – –
Harris Associates
1442
Harris Associates
Illinois
$573K +$1.46K +12 +0.3%
SSG
1443
Summit Securities Group
New York
$571K -$352K -2,900 -38%
NL
1444
NWAM LLC
Washington
$571K +$36.9K +304 +7%
TVM
1445
True Vision MN
Minnesota
$570K +$95.5K +778 +20%
CAAS
1446
Capital Asset Advisory Services
Michigan
$570K -$475 -4 -0.1%
MAG
1447
Mayfair Advisory Group
Alabama
$570K – – –
WFI
1448
West Family Investments
California
$568K +$143K +1,177 +34%
CFO
1449
Callan Family Office
Pennsylvania
$567K +$97.8K +806 +21%
CG
1450
CFO4Life Group
Texas
$565K +$8.01K +66 +1%
56 57
58
59 60