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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 %
LAM
1451
Lakewood Asset Management
Illinois
$415K -$151K -1,603 -27%
IWP
1452
Invenio Wealth Partners
Florida
$415K +$38.8K +412 +10%
PAG
1453
Powers Advisory Group
Illinois
$411K +$3.48K +37 +0.9%
CI Investments Inc
1454
CI Investments Inc
Ontario, Canada
$411K -$4.11M -43,621 -91%
RMC
1455
Resources Management Corp
Connecticut
$411K – – –
FPAS
1456
Focus Partners Advisor Solutions
Missouri
$411K -$1.3M -13,851 -76%
HFS
1457
Howard Financial Services
Texas
$411K +$8.47K +90 +2%
CG
1458
CFO4Life Group
Texas
$409K -$29.6K -315 -7%
BCM
1459
Becker Capital Management
Oregon
$408K -$16.9K -177 -4%
GM
1460
GeoWealth Management
Illinois
$408K +$215K +2,289 +112%
JPWM
1461
Jamison Private Wealth Management
Georgia
$408K – – –
HIS
1462
Horizon Investment Services
Indiana
$407K -$18K -191 -4%
HPIA
1463
Hamilton Point Investment Advisors
North Carolina
$407K – – –
AWM
1464
Angeles Wealth Management
California
$407K -$8.47K -90 -2%
GWM
1465
Gray Wealth Management
Maine
$406K -$3.95K -42 -1%
GW
1466
GW & Wade
Massachusetts
$405K +$94 +1 +0%
EWM
1467
Executive Wealth Management
Michigan
$404K +$18.1K +192 +5%
GGI
1468
Godsey & Gibb Inc
Virginia
$403K -$659 -7 -0.2%
LWL
1469
Leo Wealth LLC
Texas
$401K +$401K +4,260 New
WW
1470
Westshore Wealth
California
$401K -$3.67K -39 -0.9%
SP
1471
Systematic Portfolios
New York
$401K +$401K +4,266 New
UCI
1472
Uncommon Cents Investing
Wisconsin
$401K +$106K +1,125 +36%
CC
1473
Courier Capital
New York
$399K -$2.26K -24 -0.6%
VA
1474
Valmark Advisers
Ohio
$399K -$48.1K -511 -11%
RCWM
1475
Royal Capital Wealth Management
Indiana
$397K +$376 +4 +0.1%
57 58
59
60 61