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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 %
FAT
1526
First American Trust
California
$363K +$145K +1,587 +67%
CA
1527
Carson Advisory
Georgia
$362K +$550 +6 +0.2%
WCM
1528
Wallace Capital Management
Texas
$362K +$75.6K +825 +26%
HIS
1529
Horizon Investment Services
Indiana
$362K -$34.6K -378 -9%
GPFA
1530
Game Plan Financial Advisors
Ohio
$361K +$361K +3,940 New
ZIG
1531
Zullo Investment Group
Pennsylvania
$361K +$2.38K +26 +0.7%
GHAM
1532
Gilman Hill Asset Management
Connecticut
$360K -$15.5K -169 -4%
HFS
1533
Howard Financial Services
Texas
$358K -$41.7K -455 -10%
OWA
1534
One Wealth Advisors
California
$357K +$357K +3,845 New
UF
1535
Univest Financial
Pennsylvania
$356K – – –
PWM
1536
Prentice Wealth Management
New York
$355K +$30.5K +333 +9%
CCG
1537
Catalina Capital Group
California
$355K +$355K +3,870 New
KIA
1538
KCM Investment Advisors
California
$354K +$9.53K +104 +3%
EDRH
1539
Edmond de Rothschild Holding
Switzerland
$353K – – –
GCM
1540
Gables Capital Management
Florida
$352K – – –
VCG
1541
Vantage Consulting Group
Virginia
$352K +$183 +2 +0.1%
RCWM
1542
Royal Capital Wealth Management
Indiana
$352K -$34.9K -381 -9%
HIC
1543
Holderness Investments Company
North Carolina
$351K +$1.1K +12 +0.3%
BHWM
1544
Bar Harbor Wealth Management
New Hampshire
$350K -$102K -1,110 -23%
OWP
1545
Obermeyer Wealth Partners
Colorado
$349K +$27.9K +305 +9%
SPWM
1546
Schrum Private Wealth Management
Florida
$346K +$1.1K +12 +0.3%
OKSA
1547
O'Keefe Stevens Advisory
New York
$345K +$93.5K +1,020 +37%
LRIA
1548
Leonard Rickey Investment Advisors
Washington
$344K +$51.6K +563 +18%
LIA
1549
LBMC Investment Advisors
Tennessee
$344K +$2.29K +25 +0.7%
AAS
1550
Asset Allocation Strategies
Michigan
$344K +$2.2K +24 +0.6%
60 61
62
63 64