PM icon

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 %
WFG
1576
Wills Financial Group
Virginia
$351K +$5.07K +50 +1%
AT
1577
Arden Trust
Delaware
$350K – – –
MFS
1578
Mirabella Financial Services
United Kingdom
$350K +$350K +3,454 New
LAS
1579
Lloyd Advisory Services
Georgia
$350K -$1.06M -10,483 -75%
GAB
1580
German American Bancorp
Indiana
$349K – – –
WIM
1581
WealthPlan Investment Management
Nebraska
$349K +$349K +3,442 New
SFP
1582
Sweet Financial Partners
Minnesota
$347K +$608 +6 +0.2%
VCG
1583
Vantage Consulting Group
Virginia
$347K -$42.8K -422 -11%
PCP
1584
Proficio Capital Partners
Massachusetts
$346K +$8.72K +86 +3%
AAG
1585
Armstrong Advisory Group
Massachusetts
$346K +$3.75K +37 +1%
WAAG
1586
Wealth Alliance Advisory Group
Kansas
$346K – – –
FDCP
1587
Foster Dykema Cabot & Partners
Massachusetts
$345K – – –
PWP
1588
Private Wealth Partners
California
$345K +$4.86K +48 +1%
BWP
1589
Balboa Wealth Partners
Arizona
$344K +$106K +1,049 +45%
PIM
1590
Penobscot Investment Management
Massachusetts
$344K – – –
AF
1591
Arrow Financial
New York
$344K -$12.7K -125 -4%
FIA
1592
FNY Investment Advisers
New York
$344K -$678K -6,700 -66%
BWP
1593
Bernardo Wealth Planning
Pennsylvania
$343K +$405 +4 +0.1%
MFGP
1594
Marshall Financial Group (Pennsylvania)
Pennsylvania
$342K – – –
CT
1595
Coastline Trust
Rhode Island
$342K -$81.1K -800 -19%
CC
1596
Callan Capital
California
$340K +$28.9K +285 +9%
CWM
1597
Congress Wealth Management
Massachusetts
$340K +$23.4K +231 +7%
WIM
1598
Westside Investment Management
California
$339K – – –
OWP
1599
Obermeyer Wealth Partners
Colorado
$339K -$46.3K -457 -12%
PFWA
1600
Paces Ferry Wealth Advisors
Georgia
$339K +$1.22K +12 +0.4%
62 63
64
65 66