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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 %
EB
1451
Emprise Bank
Kansas
$422K +$422K +4,604 New
AC
1452
Allstate Corporation
Illinois
$422K -$49.8K -543 -11%
HIP
1453
HUB Investment Partners
Texas
$421K -$3.3M -36,073 -89%
CPSAC
1454
Chas P. Smith & Associates (CPS)
Florida
$419K +$41.7K +455 +11%
EDRIA
1455
Edmonds Duncan Registered Investment Advisors
Kansas
$417K – – –
Axa
1456
Axa
France
$415K +$30.2K +330 +8%
CHA
1457
Carmichael Hill & Associates
Maryland
$415K +$1.1K +12 +0.3%
WFM
1458
Wolff Financial Management
Michigan
$414K – – –
PSCM
1459
Per Stirling Capital Management
Texas
$413K – – –
IGWM
1460
ICA Group Wealth Management
Colorado
$409K +$197K +2,148 +93%
CCG
1461
Ceeto Capital Group
Florida
$408K – – –
HWMA
1462
Heritage Wealth Management (Arizona)
Arizona
$407K +$407K +4,441 New
RCA
1463
Resonant Capital Advisors
Wisconsin
$406K +$66.7K +718 +20%
UCI
1464
Uncommon Cents Investing
Wisconsin
$405K +$14.7K +160 +4%
MS
1465
Maven Securities
Jersey
$405K -$34K -371 -8%
CG
1466
Clarus Group
Texas
$403K -$3.12K -34 -0.8%
Empower Advisory Group
1467
Empower Advisory Group
Colorado
$402K +$20.8K +227 +5%
RMC
1468
Resources Management Corp
Connecticut
$400K – – –
HT
1469
Heritage Trust
Oklahoma
$400K -$79.8K -871 -17%
CWM
1470
Chesapeake Wealth Management
Virginia
$397K -$25.7K -280 -6%
HPIA
1471
Hamilton Point Investment Advisors
North Carolina
$396K – – –
EFL
1472
ERn Financial LLC
Wisconsin
$395K -$19.7K -215 -5%
VA
1473
Valmark Advisers
Ohio
$395K +$6.32K +69 +2%
Bank Julius Baer & Co
1474
Bank Julius Baer & Co
Switzerland
$395K +$190K +2,074 +93%
BMCM
1475
Burns Matteson Capital Management
New York
$395K -$249K -2,714 -39%
57 58
59
60 61