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Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
1551
Cape Investment Advisory
Georgia
$341K +$98.2K +1,044 +40%
6F
1552
626 Financial
Michigan
$339K -$4.99K -53 -1%
LFA
1553
LGT Financial Advisors
Texas
$339K – – –
CA
1554
Centerpoint Advisors
Massachusetts
$338K – – –
CP
1555
Castleview Partners
Texas
$338K +$123K +1,311 +58%
CCA
1556
Childress Capital Advisors
Texas
$337K -$142K -1,513 -30%
BAM
1557
Bosun Asset Management
Illinois
$336K +$70.2K +746 +26%
PFWA
1558
Paces Ferry Wealth Advisors
Georgia
$336K +$1.88K +20 +0.6%
BMC
1559
Benin Management Corp
Connecticut
$335K – – –
GSEP
1560
Golden State Equity Partners
California
$335K -$109K -1,154 -24%
AL
1561
ADE LLC
Maryland
$335K -$9.41K -100 -3%
OWA
1562
Opal Wealth Advisors
New York
$334K +$1.98K +21 +0.6%
AL
1563
Aspiriant LLC
California
$333K -$53.6K -570 -14%
PWM
1564
Prentice Wealth Management
New York
$333K +$7.9K +84 +2%
VCP
1565
Verus Capital Partners
Arizona
$333K -$326K -3,465 -49%
BCM
1566
Brown Capital Management
Maryland
$333K – – –
SAM
1567
Smartleaf Asset Management
Massachusetts
$332K +$332K +3,677 New
BA
1568
Bristlecone Advisors
Washington
$332K -$21.4K -227 -6%
EFG
1569
Everhart Financial Group
Ohio
$331K -$174K -1,847 -34%
SMA
1570
Sage Mountain Advisors
Georgia
$331K +$53.2K +566 +19%
OWP
1571
Obermeyer Wealth Partners
Colorado
$329K – – –
FFA
1572
Fragasso Financial Advisors
Pennsylvania
$329K +$77.5K +824 +31%
LSA
1573
Lion Street Advisors
Texas
$329K -$205K -2,176 -38%
JF
1574
JSF Financial
California
$327K -$22.3K -237 -6%
ALAM
1575
Asahi Life Asset Management
Japan
$327K +$327K +3,480 New
61 62
63
64 65