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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 %
MSFS
1451
Main Street Financial Solutions
Pennsylvania
$565K -$203K -1,669 -26%
WQ
1452
Wealth Quarterback
New Jersey
$565K – – –
PJWM
1453
Philip James Wealth Mangement
Georgia
$564K +$564K +4,647 New
HIC
1454
Holderness Investments Company
North Carolina
$563K +$90.4K +745 +19%
BFM
1455
Boothbay Fund Management
New York
$563K -$298K -2,457 -35%
PFSC
1456
Peoples Financial Services Corp
Pennsylvania
$561K – – –
AWM
1457
Absher Wealth Management
North Carolina
$559K -$43.1K -355 -7%
JWA
1458
JFS Wealth Advisors
Pennsylvania
$559K +$168K +1,385 +43%
GIBU
1459
Gulf International Bank (UK)
United Kingdom
$559K -$625K -5,146 -53%
BNP Paribas Asset Management
1460
BNP Paribas Asset Management
France
$559K +$559K +4,601 New
HTHT
1461
Hemenway Trust Hemenway Trust
New Hampshire
$559K -$66K -544 -11%
I
1462
INVST
Indiana
$556K -$13.7K -113 -2%
LF
1463
Lantz Financial
Illinois
$555K -$131K -1,078 -19%
WAG
1464
Wheelhouse Advisory Group
Missouri
$554K -$35.1K -289 -6%
CHA
1465
Carmichael Hill & Associates
Maryland
$553K +$1.46K +12 +0.3%
EDRIA
1466
Edmonds Duncan Registered Investment Advisors
Kansas
$553K – – –
DAM
1467
Diamant Asset Management
Connecticut
$552K – – –
JLBC
1468
J.L. Bainbridge & Co
Florida
$550K +$230K +1,893 +72%
RI
1469
Ridgewood Investments
New Jersey
$549K -$12.3K -101 -2%
WFM
1470
Wolff Financial Management
Michigan
$549K +$549K +4,523 New
CCA
1471
Cobblestone Capital Advisors
New York
$547K +$46.3K +381 +9%
UF
1472
Univest Financial
Pennsylvania
$547K +$74.6K +614 +16%
MSG
1473
Main Street Group
Virginia
$544K +$7.65K +63 +1%
9WM
1474
9258 Wealth Management
Ohio
$544K +$121 +1 +0%
MA
1475
MJP Associates
Connecticut
$543K +$6.68K +55 +1%
57 58
59
60 61