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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 %
Macquarie Group
126
Macquarie Group
Australia
$74.4M +$3.93M +41,796 +6%
Osaic Holdings
127
Osaic Holdings
Arizona
$74M -$28M -297,394 -27%
Asset Management One
128
Asset Management One
Japan
$72.7M -$2.34M -24,851 -3%
BGIM
129
Brandywine Global Investment Management
Pennsylvania
$72M -$3.64M -38,702 -5%
US Bancorp
130
US Bancorp
Minnesota
$71.8M -$4.77M -50,685 -6%
ZIM
131
Zacks Investment Management
Illinois
$71.2M -$4.72M -50,150 -6%
M&T Bank
132
M&T Bank
New York
$70.9M -$1.05M -11,176 -1%
BBHC
133
Brown Brothers Harriman & Co
New York
$69.2M -$104M -1,101,458 -60%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$66.9M +$44.6K +474 +0.1%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$66.6M +$2.77M +29,459 +4%
CIPU
136
Caledonia Investments plc (UK)
United Kingdom
$66.3M +$5.17M +55,000 +8%
Pictet Asset Management
137
Pictet Asset Management
Switzerland
$65.8M -$2.07M -21,953 -3%
USAA
138
United Services Automobile Association
Texas
$64.2M +$31.8M +337,897 +98%
N
139
Natixis
France
$62M +$58M +616,006 +1,448%
TAM
140
Troy Asset Management
United Kingdom
$60.5M -$5.3M -56,362 -8%
Newport Trust Company
141
Newport Trust Company
District of Columbia
$59.6M -$1.51M -16,063 -2%
Squarepoint
142
Squarepoint
New York
$59.4M +$49.4M +524,823 +494%
AM
143
AGF Management
Ontario, Canada
$59.2M -$232K -2,468 -0.4%
MME
144
Meag Munich Ergo
Germany
$59.1M +$9.25M +98,345 +19%
MML Investors Services
145
MML Investors Services
Massachusetts
$57.6M +$8.25M +87,693 +17%
NONA
146
Ninety One North America
New York
$56.8M -$1.6M -17,011 -3%
FWCM
147
Ferguson Wellman Capital Management
Oregon
$56.8M +$1.26M +13,416 +2%
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$56.5M -$22.1M -235,184 -28%
ACM
149
Advisors Capital Management
New Jersey
$55.9M -$732K -7,776 -1%
ICP
150
Ilex Capital Partners
United Kingdom
$53.4M +$53.4M +567,442 New
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