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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 %
BCM
1551
Buckhead Capital Management
Georgia
$372K -$31.4K -310 -8%
CCB
1552
Cutter & Co Brokerage
Missouri
$368K -$11.1K -110 -3%
PIA
1553
Powell Investment Advisors
Florida
$368K – – –
CSC
1554
Caldwell Sutter Capital
California
$368K +$45.9K +453 +14%
FMP
1555
Financial Management Professionals
Texas
$367K -$274K -2,704 -43%
HNB
1556
Hilltop National Bank
Wyoming
$366K +$22.9K +226 +7%
CIA
1557
Choate Investment Advisors
Massachusetts
$366K -$178K -1,757 -33%
GJIA
1558
Glass Jacobson Investment Advisors
Maryland
$365K +$203 +2 +0.1%
BMC
1559
Benin Management Corp
Connecticut
$364K +$2.74K +27 +0.8%
WCF
1560
West Coast Financial
California
$363K -$7.6K -75 -2%
EGA
1561
E&G Advisors
Texas
$363K – – –
PP
1562
PDS Planning
Ohio
$363K -$66.1K -652 -15%
AWM
1563
Aviso Wealth Management
Washington
$362K -$246K -2,430 -40%
OFW
1564
Omnia Family Wealth
Florida
$361K +$6.98K +68 +2%
AL
1565
ADE LLC
Maryland
$361K – – –
QWP
1566
Quotient Wealth Partners
Texas
$361K +$28.8K +284 +9%
CFD
1567
Creative Financial Designs
Indiana
$359K +$60.2K +594 +20%
BAM
1568
Bosun Asset Management
Illinois
$359K +$709 +7 +0.2%
DPIM
1569
Duff & Phelps Investment Management
Illinois
$359K -$1.45M -14,348 -80%
VA
1570
Valmark Advisers
Ohio
$356K -$80.7K -796 -18%
WFI
1571
West Family Investments
California
$354K +$63.8K +630 +22%
BPCA
1572
Bank Pictet & Cie (Asia)
Singapore
$354K – – –
SIC
1573
Sterling Investment Counsel
New York
$353K -$20.9K -206 -6%
LNB
1574
Ledyard National Bank
$352K +$507 +5 +0.1%
BBI
1575
Baxter Bros Inc
Connecticut
$351K -$76K -750 -18%
61 62
63
64 65