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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 %
FGA
1576
Fortis Group Advisors
New Jersey
$451K +$439K +3,612 +3,612%
CST
1577
Charles Schwab Trust
Nevada
$451K -$49.5K -408 -10%
SCA
1578
Stonebridge Capital Advisors
Minnesota
$451K +$1.21K +10 +0.3%
CCA
1579
Childress Capital Advisors
Texas
$450K -$18.3K -151 -4%
BTWM
1580
Baker Tilly Wealth Management
Wisconsin
$450K -$480K -3,957 -52%
LNB
1581
Ledyard National Bank
$450K +$27.6K +227 +7%
CIA
1582
Choate Investment Advisors
Massachusetts
$449K +$10.9K +90 +2%
FMP
1583
Financial Management Professionals
Texas
$449K +$8.98K +74 +2%
JJBC
1584
James J. Burns & Company
New York
$448K – – –
IA
1585
IAM Advisory
Pennsylvania
$447K +$728 +6 +0.2%
GAB
1586
German American Bancorp
Indiana
$447K +$29K +239 +7%
BSB
1587
Bangor Savings Bank
Maine
$447K +$213K +1,752 +91%
LJAC
1588
L.J. Altfest & Co
New York
$446K -$43.3K -357 -9%
WIM
1589
WealthPlan Investment Management
Nebraska
$446K +$27.8K +229 +7%
SSWM
1590
Smith Salley Wealth Management
North Carolina
$445K +$55K +453 +14%
RCWM
1591
Royal Capital Wealth Management
Indiana
$445K -$10.4K -86 -2%
CCB
1592
Cutter & Co Brokerage
Missouri
$444K +$2.67K +22 +0.6%
CA
1593
Centerpoint Advisors
Massachusetts
$442K -$30.4K -250 -6%
ESB
1594
Essex Savings Bank
Connecticut
$442K -$79.8K -657 -15%
BWP
1595
Balboa Wealth Partners
Arizona
$442K +$29.1K +240 +7%
PIA
1596
Powell Investment Advisors
Florida
$440K – – –
IF
1597
Intrua Financial
Texas
$440K -$629K -5,184 -59%
BC
1598
Bridgefront Capital
Texas
$439K +$439K +3,619 New
CC
1599
Callan Capital
California
$438K +$30.3K +250 +7%
CSC
1600
Caldwell Sutter Capital
California
$436K -$4.01K -33 -0.9%
62 63
64
65 66