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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 %
BBI
1476
Baxter Bros Inc
Connecticut
$397K – – –
SC
1477
Schulhoff & Co
Ohio
$397K +$282 +3 +0.1%
Axa
1478
Axa
France
$396K +$396K +4,205 New
CT
1479
Coastline Trust
Rhode Island
$395K -$54.2K -576 -12%
PSFG
1480
Prairie Sky Financial Group
Illinois
$392K -$219K -2,324 -36%
Empower Advisory Group
1481
Empower Advisory Group
Colorado
$392K +$12.5K +133 +3%
SFWA
1482
Summit Financial Wealth Advisors
Louisiana
$390K -$753 -8 -0.2%
KFA
1483
Kapstone Financial Advisors
Ohio
$389K +$365 +4 +0.1%
GI
1484
Gradient Investments
Minnesota
$389K +$14.4K +153 +4%
SS
1485
Sunbelt Securities
Texas
$388K +$564 +6 +0.1%
CPSAC
1486
Chas P. Smith & Associates (CPS)
Florida
$387K +$2.63K +28 +0.7%
GCIM
1487
Gunn & Company Investment Management
Florida
$387K +$387K +4,115 New
AFT
1488
Alpha Family Trust
California
$387K – – –
OL
1489
OneFund LLC
Florida
$386K +$386K +4,106 New
AA
1490
Alta Advisers
United Kingdom
$386K – – –
GHAM
1491
Gilman Hill Asset Management
Connecticut
$385K – – –
WAL
1492
W Advisors LLC
Tennessee
$385K +$30.2K +321 +9%
PP
1493
PDS Planning
Ohio
$384K +$43.6K +463 +13%
APW
1494
Axim Planning & Wealth
Ohio
$383K -$10.9K -116 -3%
CTA
1495
Chesley Taft & Associates
Illinois
$382K – – –
TFA
1496
Toth Financial Advisory
Virginia
$381K -$10.5K -112 -3%
BFG
1497
Berger Financial Group
Minnesota
$381K +$17.9K +190 +5%
FNFDCM
1498
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$381K -$9.41K -100 -2%
WFS
1499
Widmann Financial Services
Maryland
$381K – – –
GJIA
1500
Glass Jacobson Investment Advisors
Maryland
$381K -$18.6K -198 -5%
58 59
60
61 62