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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 %
HIC
1526
Holderness Investments Company
North Carolina
$395K +$6.38K +63 +2%
UF
1527
Univest Financial
Pennsylvania
$394K – – –
CA
1528
Centerpoint Advisors
Massachusetts
$394K +$30.4K +300 +8%
CFO
1529
Callan Family Office
Pennsylvania
$392K +$392K +3,865 New
CCA
1530
Childress Capital Advisors
Texas
$391K +$23.3K +230 +6%
CNB
1531
Camden National Bank
Maine
$391K +$391K +3,857 New
AWE
1532
Avidian Wealth Enterprises
Texas
$390K +$390K +3,850 New
EDRH
1533
Edmond de Rothschild Holding
Switzerland
$390K – – –
GCM
1534
Gables Capital Management
Florida
$390K – – –
CA
1535
Callahan Advisors
Texas
$389K +$13.9K +137 +4%
BCFD
1536
Boit C.F. David
$387K – – –
SAI
1537
Savvy Advisors Inc
New York
$385K +$130K +1,282 +51%
HIS
1538
Horizon Investment Services
Indiana
$385K -$15.5K -153 -4%
SIG
1539
Sargent Investment Group
Maryland
$384K +$8.11K +80 +2%
LIA
1540
LBMC Investment Advisors
Tennessee
$383K +$2.74K +27 +0.7%
RCWM
1541
Royal Capital Wealth Management
Indiana
$380K -$8.92K -88 -2%
BWP
1542
Barlow Wealth Partners
Kentucky
$379K – – –
JAG
1543
Journey Advisory Group
Kentucky
$378K – – –
WDL
1544
Well Done LLC
Michigan
$378K +$34.4K +339 +10%
PWM
1545
Prentice Wealth Management
New York
$377K -$15.7K -155 -4%
CFS
1546
CRA Financial Services
New Jersey
$377K – – –
SCA
1547
Stonebridge Capital Advisors
Minnesota
$375K +$44.9K +443 +14%
VHAM
1548
Van Hulzen Asset Management
California
$375K +$138K +1,357 +58%
JJBC
1549
James J. Burns & Company
New York
$373K +$67.4K +666 +22%
IA
1550
IAM Advisory
Pennsylvania
$373K +$608 +6 +0.2%
60 61
62
63 64