PM icon

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 %
CTA
1501
Chesley Taft & Associates
Illinois
$412K – – –
HOWA
1502
Heritage Oak Wealth Advisors
Florida
$411K +$411K +4,059 New
TWM
1503
Tradition Wealth Management
Minnesota
$411K +$33K +326 +9%
RC
1504
Rovin Capital
Arizona
$411K +$411K +4,057 New
OL
1505
OneFund LLC
Florida
$411K +$6.08K +60 +2%
WFS
1506
Widmann Financial Services
Maryland
$410K – – –
LJAC
1507
L.J. Altfest & Co
New York
$409K -$14K -138 -3%
AA
1508
Advisory Alpha
Michigan
$408K +$36.8K +363 +10%
SFI
1509
SPC Financial Inc
Maryland
$408K +$33.8K +334 +9%
SFFS
1510
Stonehage Fleming Financial Services
Jersey
$407K +$407K +4,017 New
TFA
1511
Toth Financial Advisory
Virginia
$405K -$1.93K -19 -0.5%
HFS
1512
Howard Financial Services
Texas
$405K +$8.41K +83 +2%
CCG
1513
Coastwise Capital Group
California
$404K -$304 -3 -0.1%
BMCM
1514
Burns Matteson Capital Management
New York
$403K -$33.5K -331 -8%
CC
1515
Courier Capital
New York
$402K -$4.76K -47 -1%
LSA
1516
Lansing Street Advisors
Pennsylvania
$402K +$64.6K +638 +19%
BWP
1517
BSW Wealth Partners
Colorado
$402K – – –
IPW
1518
Inlet Private Wealth
Florida
$401K – – –
CA
1519
Carson Advisory
Georgia
$399K -$1.42K -14 -0.4%
ZIG
1520
Zullo Investment Group
Pennsylvania
$399K – – –
WP
1521
WealthShield Partners
North Carolina
$397K -$8.83K -86 -2%
BHWM
1522
Bar Harbor Wealth Management
New Hampshire
$397K +$10.1K +100 +3%
TVM
1523
True Vision MN
Minnesota
$397K +$397K +3,868 New
RSWM
1524
Robertson Stephens Wealth Management
California
$397K +$26.3K +256 +7%
WCM
1525
Wallace Capital Management
Texas
$396K -$5.07K -50 -1%
59 60
61
62 63