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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
30.96%
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
Franklin Resources
California
+$640M
2
GQG Partners
GQG Partners
Florida
+$535M
3
LPC
Lone Pine Capital
Connecticut
+$336M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$311M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$247M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.51B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.06B
3
Ameriprise
Ameriprise
Minnesota
-$448M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$269M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
1476
INVST
Indiana
$394K -$565K -6,182 -59%
AIM
1477
Avity Investment Management
Connecticut
$393K -$25.3K -276 -6%
LWL
1478
Leo Wealth LLC
Texas
$392K +$1.65K +18 +0.4%
KFA
1479
Kapstone Financial Advisors
Ohio
$391K +$366 +4 +0.1%
WW
1480
Westshore Wealth
California
$391K – – –
CST
1481
Charles Schwab Trust
Nevada
$388K -$232K -2,529 -37%
PP
1482
PDS Planning
Ohio
$388K +$13.2K +144 +4%
EWM
1483
Executive Wealth Management
Michigan
$387K -$5.85K -64 -1%
SC
1484
Schulhoff & Co
Ohio
$387K +$275 +3 +0.1%
MA
1485
MJP Associates
Connecticut
$386K +$108K +1,178 +39%
BBI
1486
Baxter Bros Inc
Connecticut
$386K – – –
DWM
1487
Drive Wealth Management
Utah
$386K +$88.9K +965 +30%
ECM
1488
Elgethun Capital Management
South Dakota
$385K +$107K +1,168 +38%
PAG
1489
Powers Advisory Group
Illinois
$384K -$16.2K -177 -4%
MS
1490
Madden Securities
Texas
$383K -$55K -600 -13%
GWM
1491
Gray Wealth Management
Maine
$383K -$11.9K -130 -3%
CCA
1492
Cobblestone Capital Advisors
New York
$383K -$33.1K -361 -8%
CT
1493
Coastline Trust
Rhode Island
$383K -$2.2K -24 -0.6%
PB
1494
Pinnacle Bancorp
Nebraska
$382K +$32.3K +352 +9%
LJAC
1495
L.J. Altfest & Co
New York
$382K -$52.4K -572 -12%
NPFS
1496
Novak & Powell Financial Services
Florida
$382K +$24.6K +268 +7%
RAG
1497
RIA Advisory Group
Iowa
$382K +$382K +4,166 New
SFWA
1498
Summit Financial Wealth Advisors
Louisiana
$381K +$916 +10 +0.2%
VC
1499
Vestor Capital
Illinois
$379K +$13K +142 +4%
WAL
1500
W Advisors LLC
Tennessee
$378K +$3.76K +41 +1%
58 59
60
61 62