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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 %
MA
1451
MJP Associates
Connecticut
$447K +$19.9K +196 +5%
HWMA
1452
Heritage Wealth Management (Arizona)
Arizona
$446K -$4.05K -40 -0.9%
HFO
1453
Heritage Family Offices
Arizona
$446K +$446K +4,401 New
NL
1454
NWAM LLC
Washington
$446K -$77.2K -762 -15%
EFL
1455
ERn Financial LLC
Wisconsin
$444K +$6.89K +68 +2%
SSWM
1456
Sheets Smith Wealth Management
North Carolina
$444K -$25.3K -250 -5%
SEP
1457
Southland Equity Partners
Missouri
$441K +$140K +1,383 +47%
HGWM
1458
Horst & Graben Wealth Management
Oregon
$440K -$60.6K -598 -12%
CH
1459
Cromwell Holdings
Wyoming
$438K +$438K +4,270 New
ESB
1460
Essex Savings Bank
Connecticut
$435K -$69.9K -690 -14%
AIM
1461
Avity Investment Management
Connecticut
$435K – – –
WW
1462
Westshore Wealth
California
$432K – – –
HPIA
1463
Hamilton Point Investment Advisors
North Carolina
$432K -$6.26K -61 -1%
RMC
1464
Resources Management Corp
Connecticut
$431K -$11.7K -115 -3%
HT
1465
Heritage Trust
Oklahoma
$431K -$11.8K -116 -3%
ECM
1466
Elgethun Capital Management
South Dakota
$429K +$1.93K +19 +0.5%
SC
1467
Schulhoff & Co
Ohio
$428K +$405 +4 +0.1%
WDG
1468
Wealth Dimensions Group
Ohio
$428K -$89.9K -887 -17%
LTI
1469
Laffer Tengler Investments
Tennessee
$428K +$341K +3,369 +394%
PAG
1470
Powers Advisory Group
Illinois
$427K +$1.82K +18 +0.4%
LA
1471
Lifeworks Advisors
Michigan
$425K -$80K -789 -16%
MS
1472
Madden Securities
Texas
$423K -$1.01K -10 -0.2%
NPFS
1473
Novak & Powell Financial Services
Florida
$423K +$507 +5 +0.1%
SFWA
1474
Summit Financial Wealth Advisors
Louisiana
$423K +$1.12K +11 +0.3%
GWM
1475
Gray Wealth Management
Maine
$421K -$2.74K -27 -0.6%
57 58
59
60 61