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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 %
WCM
1551
Wallace Capital Management
Texas
$474K – – –
IC
1552
Iconiq Capital
California
$474K +$474K +3,904 New
CC
1553
Courier Capital
New York
$472K -$9.47K -78 -2%
BHWM
1554
Bar Harbor Wealth Management
New Hampshire
$472K -$3.64K -30 -0.8%
NPFS
1555
Novak & Powell Financial Services
Florida
$472K -$34.6K -285 -7%
SIG
1556
Sargent Investment Group
Maryland
$472K +$12.1K +100 +3%
LFGO
1557
Legacy Financial Group (Oklahoma)
Oklahoma
$470K +$118K +886 +33%
FCA
1558
FinTrust Capital Advisors
South Carolina
$469K +$93K +766 +25%
EDRH
1559
Edmond de Rothschild Holding
Switzerland
$467K – – –
S
1560
Sunpointe
Missouri
$467K -$88.4K -720 -16%
GCM
1561
Gables Capital Management
Florida
$467K – – –
CA
1562
Callahan Advisors
Texas
$466K +$243 +2 +0.1%
OFW
1563
Omnia Family Wealth
Florida
$465K +$32.5K +265 +8%
GFP
1564
Gryphon Financial Partners
Ohio
$462K +$68.7K +566 +17%
LIA
1565
LBMC Investment Advisors
Tennessee
$462K +$2.79K +23 +0.6%
FA
1566
FDx Advisors
Illinois
$462K -$136K -1,116 -23%
BI
1567
Beckerman Institutional
New Jersey
$462K +$462K +3,809 New
NAG
1568
Northstar Advisory Group
New Jersey
$460K -$72.7K -599 -14%
RFG
1569
Range Financial Group
Oregon
$460K -$2.09M -17,184 -82%
JFGIW
1570
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$459K +$54.5K +444 +13%
VA
1571
Valmark Advisers
Ohio
$459K +$32.2K +265 +8%
CNB
1572
Camden National Bank
Maine
$458K -$10.6K -87 -2%
BCFD
1573
Boit C.F. David
$457K – – –
HIS
1574
Horizon Investment Services
Indiana
$455K -$6.07K -50 -1%
TFA
1575
Toth Financial Advisory
Virginia
$451K -$35K -288 -7%
61 62
63
64 65