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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 %
CCB
1551
Cutter & Co Brokerage
Missouri
$343K -$18.1K -198 -5%
JAG
1552
Journey Advisory Group
Kentucky
$342K -$6.87K -75 -2%
TWM
1553
Tradition Wealth Management
Minnesota
$342K +$916 +10 +0.3%
CFS
1554
CRA Financial Services
New Jersey
$340K -$19.3K -211 -5%
SIG
1555
Sargent Investment Group
Maryland
$340K -$2.75K -30 -0.8%
CAM
1556
Carret Asset Management
New York
$339K – – –
CA
1557
Callahan Advisors
Texas
$339K +$183 +2 +0.1%
SFI
1558
SPC Financial Inc
Maryland
$339K +$183 +2 +0.1%
SIC
1559
Sterling Investment Counsel
New York
$338K +$1.19K +13 +0.4%
IA
1560
IAM Advisory
Pennsylvania
$336K +$458 +5 +0.1%
AA
1561
Advisory Alpha
Michigan
$336K +$110K +1,204 +49%
RSWM
1562
Robertson Stephens Wealth Management
California
$336K +$139K +1,500 +71%
WCF
1563
West Coast Financial
California
$335K -$25.2K -275 -7%
PIA
1564
Powell Investment Advisors
Florida
$333K – – –
CCA
1565
Childress Capital Advisors
Texas
$332K +$4.58K +50 +1%
6F
1566
626 Financial
Michigan
$330K +$92 +1 +0%
GJIA
1567
Glass Jacobson Investment Advisors
Maryland
$330K -$41.1K -448 -11%
LFA
1568
LGT Financial Advisors
Texas
$330K – – –
JSC
1569
J. Stern & Co
United Kingdom
$330K – – –
CA
1570
Centerpoint Advisors
Massachusetts
$329K – – –
LSA
1571
Lion Street Advisors
Texas
$329K – – –
AGA
1572
Arkos Global Advisors
Texas
$328K +$328K +3,582 New
EGA
1573
E&G Advisors
Texas
$328K -$16.5K -180 -5%
BMC
1574
Benin Management Corp
Connecticut
$327K – – –
AL
1575
ADE LLC
Maryland
$326K – – –
61 62
63
64 65