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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
30.97%
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
1
Franklin Resources
California
$1.05B
2
GQG Partners
2
GQG Partners
Florida
$546M
3
LPC
3
Lone Pine Capital
Connecticut
$611M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$1.19B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.29B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.69B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.53B
3
Ameriprise
3
Ameriprise
Minnesota
$589M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.2B
5
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$898M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGIM
126
Brandywine Global Investment Management
Pennsylvania
$69.3M -$842K -9,187 -1%
Macquarie Group
127
Macquarie Group
Australia
$69.2M -$555K -6,293 -0.8%
Asset Management One
128
Asset Management One
Japan
$68.8M -$1.94M -21,137 -3%
US Bancorp
129
US Bancorp
Minnesota
$68.2M -$1.7M -18,515 -2%
M&T Bank
130
M&T Bank
New York
$68.1M -$918K -10,015 -1%
BBHC
131
Brown Brothers Harriman & Co
New York
$67.5M +$70.5K +770 +0.1%
CIPU
132
Caledonia Investments plc (UK)
United Kingdom
$67.1M +$2.56M +28,000 +4%
Millennium Management
133
Millennium Management
New York
$65.5M -$70.8M -772,684 -52%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$65.2M +$264K +2,878 +0.4%
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$63.6M +$26.7M +291,725 +72%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$63.6M -$1.57M -17,182 -2%
Acadian Asset Management
137
Acadian Asset Management
Massachusetts
$63.3M -$10.4M -113,025 -14%
USAA
138
United Services Automobile Association
Texas
$62.5M – – –
Pictet Asset Management
139
Pictet Asset Management
Switzerland
$61M -$3.09M -33,672 -5%
MME
140
Meag Munich Ergo
Germany
$60.6M +$3.03M +33,058 +5%
TAM
141
Troy Asset Management
United Kingdom
$59.1M +$240K +2,618 +0.4%
ACM
142
Advisors Capital Management
New Jersey
$58.6M +$4.2M +45,805 +8%
N
143
Natixis
France
$57.3M -$3.03M -33,049 -5%
SEI Investments
144
SEI Investments
Pennsylvania
$57.3M +$6.4M +69,875 +13%
MML Investors Services
145
MML Investors Services
Massachusetts
$57M +$905K +9,876 +2%
NONA
146
Ninety One North America
New York
$56.7M +$1.4M +15,281 +3%
Newport Trust Company
147
Newport Trust Company
District of Columbia
$56.3M -$1.68M -18,286 -3%
AM
148
AGF Management
Ontario, Canada
$55.9M -$1.73M -18,931 -3%
FWCM
149
Ferguson Wellman Capital Management
Oregon
$55.6M +$315K +3,442 +0.6%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$53M +$1.67M +18,258 +3%
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