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Philip Morris
PM

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 %
GPFA
1501
Game Plan Financial Advisors
Ohio
$514K +$16.4K +135 +3%
SC
1502
Schulhoff & Co
Ohio
$513K +$243 +2 +0%
MA
1503
MBA Advisors
Pennsylvania
$513K -$62.9K -518 -11%
WDG
1504
Wealth Dimensions Group
Ohio
$513K – – –
GWM
1505
Gray Wealth Management
Maine
$512K +$7.65K +63 +2%
WAL
1506
W Advisors LLC
Tennessee
$511K +$7.28K +60 +1%
EWM
1507
Executive Wealth Management
Michigan
$508K +$508K +4,187 New
PAG
1508
Powers Advisory Group
Illinois
$508K -$3.52K -29 -0.7%
SFWA
1509
Summit Financial Wealth Advisors
Louisiana
$507K +$1.09K +9 +0.2%
LSA
1510
Lansing Street Advisors
Pennsylvania
$507K +$25.9K +213 +5%
CCG
1511
Ceeto Capital Group
Florida
$507K -$31.8K -259 -6%
VSQM
1512
V-Square Quantitative Management
Illinois
$503K +$264K +2,174 +110%
KLCM
1513
KG&L Capital Management
Louisiana
$503K +$503K +4,140 New
RWM
1514
Rockline Wealth Management
New York
$502K – – –
OAM
1515
Oxford Asset Management
United Kingdom
$502K -$1.48M -12,220 -75%
ABTD
1516
Arvest Bank Trust Division
Oklahoma
$502K +$502K +4,133 New
CCG
1517
Coastwise Capital Group
California
$501K +$16.6K +137 +3%
SFI
1518
SPC Financial Inc
Maryland
$501K +$12.1K +100 +2%
RIA
1519
Realta Investment Advisors
Delaware
$500K -$1.33M -11,079 -73%
Empower Advisory Group
1520
Empower Advisory Group
Colorado
$499K -$78.9K -650 -14%
AFT
1521
Alpha Family Trust
California
$499K – – –
PP
1522
PDS Planning
Ohio
$498K +$63.7K +525 +15%
AA
1523
Alta Advisers
United Kingdom
$498K – – –
PCM
1524
Parsons Capital Management
Rhode Island
$497K – – –
CPSAC
1525
Chas P. Smith & Associates (CPS)
Florida
$497K +$1.21K +10 +0.2%
59 60
61
62 63