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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 %
AFT
1501
Alpha Family Trust
California
$377K – – –
JPWM
1502
Jamison Private Wealth Management
Georgia
$376K -$20.6K -225 -5%
AA
1503
Alta Advisers
United Kingdom
$376K – – –
PCM
1504
Parsons Capital Management
Rhode Island
$375K -$42.9K -468 -10%
SA
1505
Strategic Advisors
New York
$375K -$31.9K -348 -8%
SSWM
1506
Smith Salley Wealth Management
North Carolina
$375K -$184K -2,013 -33%
EA
1507
Everpar Advisors
Oklahoma
$374K -$422K -4,610 -53%
SWM
1508
Silverlake Wealth Management
Vermont
$374K +$72.9K +796 +24%
APW
1509
Axim Planning & Wealth
Ohio
$373K – – –
SS
1510
Sunbelt Securities
Texas
$373K -$5.22K -57 -1%
CTA
1511
Chesley Taft & Associates
Illinois
$372K – – –
AT
1512
Arvest Trust
Oklahoma
$372K -$74.6K -814 -17%
WFS
1513
Widmann Financial Services
Maryland
$371K – – –
TF
1514
Trek Financial
Arizona
$369K +$7.24K +79 +2%
TFA
1515
Toth Financial Advisory
Virginia
$368K -$3.21K -35 -0.9%
CC
1516
Courier Capital
New York
$368K -$21.2K -231 -5%
WP
1517
WealthShield Partners
North Carolina
$368K +$18.8K +202 +5%
BCFD
1518
Boit C.F. David
$367K – – –
CCG
1519
Coastwise Capital Group
California
$366K +$133K +1,455 +57%
FNFDCM
1520
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$366K -$4.58K -50 -1%
NP
1521
Nilsine Partners
Colorado
$366K -$43.3K -473 -11%
OL
1522
OneFund LLC
Florida
$365K -$10.1K -110 -3%
BCM
1523
Buckhead Capital Management
Georgia
$364K -$1.74M -18,977 -83%
BWP
1524
BSW Wealth Partners
Colorado
$363K – – –
IPW
1525
Inlet Private Wealth
Florida
$363K -$229K -2,500 -39%
59 60
61
62 63