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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 %
SA
1526
Strategic Advisors
New York
$497K – – –
OL
1527
OneFund LLC
Florida
$496K +$3.16K +26 +0.6%
ABWM
1528
Alpine Bank Wealth Management
Colorado
$495K +$495K +4,079 New
APW
1529
Axim Planning & Wealth
Ohio
$495K – – –
MW
1530
Maia Wealth
Colorado
$493K +$154K +1,156 +45%
EB
1531
Emprise Bank
Kansas
$493K -$74.9K -617 -13%
WFS
1532
Widmann Financial Services
Maryland
$491K – – –
TWM
1533
Tradition Wealth Management
Minnesota
$491K -$1.34K -11 -0.3%
FNFDCM
1534
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$490K -$12.1K -100 -2%
NGA
1535
Naples Global Advisors
Florida
$490K -$4.28K -35 -0.9%
ACM
1536
Adalta Capital Management
New York
$490K +$221K +1,800 +82%
SFFS
1537
Stonehage Fleming Financial Services
Jersey
$488K – – –
OWA
1538
One Wealth Advisors
California
$487K +$859 +7 +0.2%
SWM
1539
Silverlake Wealth Management
Vermont
$486K -$8.62K -71 -2%
HFS
1540
Howard Financial Services
Texas
$485K – – –
VC
1541
Vestor Capital
Illinois
$484K -$19.2K -158 -4%
WG
1542
Winton Group
United Kingdom
$482K +$163K +1,343 +51%
IPW
1543
Inlet Private Wealth
Florida
$481K – – –
GGI
1544
Godsey & Gibb Inc
Virginia
$479K -$81.6K -672 -15%
LIP
1545
Lighthouse Investment Partners
Florida
$479K +$88.4K +728 +23%
CA
1546
Carson Advisory
Georgia
$479K +$243 +2 +0.1%
TCM
1547
Telos Capital Management
California
$479K +$479K +3,944 New
ZIG
1548
Zullo Investment Group
Pennsylvania
$478K – – –
WP
1549
WealthShield Partners
North Carolina
$477K +$3.42K +28 +0.7%
QWP
1550
Quotient Wealth Partners
Texas
$475K +$42.9K +353 +10%
60 61
62
63 64