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Philip Morris
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Overview Fund Activity

2,327 hedge funds and large institutions have $150B invested in Philip Morris in 2024 Q3 according to their latest regulatory filings, with 250 funds opening new positions, 850 increasing their positions, 869 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,327
Holders Change
+128
Holders Change %
+5.82%
% of All Funds
33.66%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
250
Increased
850
Reduced
869
Closed
99
Calls
$1.08B
Puts
$871M
Net Calls
+$213M
Net Calls Change
-$25.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$816M
2
GQG Partners
GQG Partners
Florida
+$778M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$414M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$408M
5
Capital World Investors
Capital World Investors
California
+$339M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$509M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$430M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$380M
4
DCP
D1 Capital Partners
New York
-$340M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
1476
Opal Wealth Advisors
New York
$539K +$261K +2,152 +94%
KIA
1477
KCM Investment Advisors
California
$535K -$6.8K -56 -1%
HFO
1478
Heritage Family Offices
Arizona
$534K – – –
CIA
1479
Cohen Investment Advisors
New Hampshire
$532K -$122K -1,004 -19%
RIA
1480
Regal Investment Advisors
Michigan
$532K -$54.8K -451 -9%
CWM
1481
Chesapeake Wealth Management
Virginia
$532K +$30.6K +252 +6%
HGWM
1482
Horst & Graben Wealth Management
Oregon
$532K +$5.22K +43 +1%
CCA
1483
Clearwater Capital Advisors
Illinois
$532K +$532K +4,379 New
BWP
1484
BSW Wealth Partners
Colorado
$531K +$49.6K +409 +10%
AA
1485
Advisory Alpha
Michigan
$531K +$41.2K +339 +8%
EA
1486
Everpar Advisors
Oklahoma
$526K -$96.6K -796 -16%
TF
1487
Trek Financial
Arizona
$525K +$25.7K +212 +5%
BSTWA
1488
Blake Schutter Theil Wealth Advisors
Ohio
$524K +$524K +4,318 New
CH
1489
Cromwell Holdings
Wyoming
$524K – – –
SAW
1490
Signal Advisors Wealth
Michigan
$523K +$523K +4,311 New
LA
1491
Lifeworks Advisors
Michigan
$523K +$13.5K +111 +3%
TPWA
1492
TRUE Private Wealth Advisors
Oregon
$521K -$607K -5,000 -54%
AIM
1493
Avity Investment Management
Connecticut
$521K – – –
WA
1494
WBH Advisory
Maryland
$521K -$56.9K -469 -10%
CWA
1495
Centennial Wealth Advisory
Michigan
$519K +$18.1K +149 +4%
WW
1496
Westshore Wealth
California
$518K – – –
EFL
1497
ERn Financial LLC
Wisconsin
$518K -$14.3K -118 -3%
ECM
1498
Elgethun Capital Management
South Dakota
$516K +$2.19K +18 +0.4%
HPIA
1499
Hamilton Point Investment Advisors
North Carolina
$516K – – –
RMC
1500
Resources Management Corp
Connecticut
$516K – – –
58 59
60
61 62