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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 %
SOW
1576
State of Wyoming
Wyoming
$325K +$325K +3,544 +88,600%
BAM
1577
Bosun Asset Management
Illinois
$324K -$3.02K -33 -0.9%
AF
1578
Arrow Financial
New York
$323K -$26.8K -292 -8%
JF
1579
JSF Financial
California
$321K +$2.29K +25 +0.7%
OFW
1580
Omnia Family Wealth
Florida
$321K +$16K +172 +5%
FFG
1581
Frisch Financial Group
New York
$320K -$136K -1,484 -30%
FWM
1582
Foguth Wealth Management
Michigan
$320K +$320K +3,491 New
FFA
1583
Fragasso Financial Advisors
Pennsylvania
$320K -$183 -2 -0.1%
BPCA
1584
Bank Pictet & Cie (Asia)
Singapore
$320K -$1.14M -12,410 -78%
LNB
1585
Ledyard National Bank
$318K -$19.2K -210 -6%
AAG
1586
Armstrong Advisory Group
Massachusetts
$318K – – –
PWMAG
1587
Pinnacle Wealth Management Advisory Group
New Jersey
$317K -$40.5K -442 -11%
YIH
1588
Y-Intercept (HK)
Hong Kong
$317K -$764K -8,343 -71%
AIA
1589
Alera Investment Advisors
Illinois
$317K +$22.4K +245 +8%
AT
1590
Arden Trust
Delaware
$316K – – –
GAB
1591
German American Bancorp
Indiana
$315K – – –
SIC
1592
Sigma Investment Counselors
Michigan
$315K +$1.01K +11 +0.3%
SFP
1593
Sweet Financial Partners
Minnesota
$314K +$458 +5 +0.1%
OP
1594
ORG Partners
Indiana
$313K -$1.44M -15,705 -82%
WFG
1595
Wills Financial Group
Virginia
$313K – – –
FDCP
1596
Foster Dykema Cabot & Partners
Massachusetts
$313K – – –
WAAG
1597
Wealth Alliance Advisory Group
Kansas
$313K +$19.3K +211 +7%
PIM
1598
Penobscot Investment Management
Massachusetts
$311K – – –
VCP
1599
Verus Capital Partners
Arizona
$311K -$13.1K -143 -4%
WDL
1600
Well Done LLC
Michigan
$311K +$4.58K +50 +1%
62 63
64
65 66