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Philip Morris
PM

Overview Fund Activity

2,199 hedge funds and large institutions have $125B invested in Philip Morris in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 832 increasing their positions, 851 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,199
Holders Change
+63
Holders Change %
+2.95%
% of All Funds
31.98%
Holding in Top 10
60
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+33.33%
% of All Funds
0.87%
New
198
Increased
832
Reduced
851
Closed
99
Calls
$734M
Puts
$495M
Net Calls
+$239M
Net Calls Change
+$135M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$3.07B
2
Capital World Investors
Capital World Investors
California
+$438M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$263M
4
Goldman Sachs
Goldman Sachs
New York
+$259M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$630M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
3
Morgan Stanley
Morgan Stanley
New York
-$383M
4
Citadel Advisors
Citadel Advisors
Florida
-$362M
5
State Street
State Street
Massachusetts
-$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
1476
McGlone Suttner Wealth Management
Wisconsin
$421K -$64.3K -683 -13%
WAL
1477
W Advisors LLC
Tennessee
$420K +$1.93K +19 +0.5%
VC
1478
Vestor Capital
Illinois
$420K – – –
FNFDCM
1479
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$419K +$13.9K +137 +3%
RWM
1480
Rockline Wealth Management
New York
$419K +$419K +4,136 New
CWM
1481
Chesapeake Wealth Management
Virginia
$419K -$20.3K -200 -5%
CCA
1482
Cobblestone Capital Advisors
New York
$418K -$5.17K -51 -1%
CWA
1483
Centennial Wealth Advisory
Michigan
$418K -$176K -1,734 -30%
CST
1484
Charles Schwab Trust
Nevada
$417K -$12.2K -120 -3%
TF
1485
Trek Financial
Arizona
$417K +$8.92K +88 +2%
OFG
1486
Oxford Financial Group
Indiana
$417K +$90.2K +890 +28%
AFT
1487
Alpha Family Trust
California
$416K – – –
AA
1488
Alta Advisers
United Kingdom
$415K – – –
GPFA
1489
Game Plan Financial Advisors
Ohio
$415K +$16.2K +160 +4%
PCM
1490
Parsons Capital Management
Rhode Island
$415K – – –
SA
1491
Strategic Advisors
New York
$415K – – –
AWM
1492
Aprio Wealth Management
Georgia
$415K +$125K +1,233 +43%
CPSAC
1493
Chas P. Smith & Associates (CPS)
Florida
$414K -$49.4K -488 -11%
GCIM
1494
Gunn & Company Investment Management
Florida
$414K +$414K +4,082 New
CCG
1495
Catalina Capital Group
California
$413K +$21.2K +209 +5%
NGA
1496
Naples Global Advisors
Florida
$413K -$138K -1,347 -25%
APW
1497
Axim Planning & Wealth
Ohio
$413K – – –
SWM
1498
Silverlake Wealth Management
Vermont
$413K -$811 -8 -0.2%
AT
1499
Arvest Trust
Oklahoma
$413K +$1.32K +13 +0.3%
FAT
1500
First American Trust
California
$412K +$11.2K +111 +3%
58 59
60
61 62