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Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
1601
Private Wealth Partners
California
$316K – – –
WIM
1602
Westside Investment Management
California
$315K – – –
DA
1603
Detalus Advisors
Missouri
$315K -$11.6K -123 -4%
SFG
1604
Sovereign Financial Group
Connecticut
$314K -$199K -2,110 -39%
WDL
1605
Well Done LLC
Michigan
$314K +$1.6K +17 +0.5%
BDA
1606
Borer Denton & Associates
Pennsylvania
$314K -$4.99K -53 -2%
CCA
1607
Cottonwood Capital Advisors
Utah
$314K +$48.4K +514 +18%
TI
1608
Truepoint Inc
Ohio
$313K -$90.9K -966 -22%
OFW
1609
Omnia Family Wealth
Florida
$313K -$17.5K -184 -5%
OFS
1610
OneAscent Financial Services
Alabama
$312K +$312K +3,318 New
NQWM
1611
Northwest Quadrant Wealth Management
Oregon
$312K -$1.69K -18 -0.5%
WFPG
1612
Waller Financial Planning Group
Ohio
$311K – – –
MA
1613
MCF Advisors
Kentucky
$311K +$42.3K +446 +16%
TFM
1614
TFC Financial Management
Massachusetts
$311K -$1.51K -16 -0.5%
EWA
1615
ERTS Wealth Advisors
Michigan
$311K +$29.9K +318 +11%
JWA
1616
JFS Wealth Advisors
Pennsylvania
$311K -$9.13K -97 -3%
FSC
1617
Full Sail Capital
Oklahoma
$311K +$45.3K +481 +17%
OHWP
1618
Oak Harbor Wealth Partners
North Carolina
$311K -$30.2K -321 -9%
SCA
1619
Stonebridge Capital Advisors
Minnesota
$311K -$25.8K -274 -8%
PCP
1620
Proficio Capital Partners
Massachusetts
$310K -$24.2K -257 -7%
SWM
1621
Silverlake Wealth Management
Vermont
$309K +$5.36K +57 +2%
DTC
1622
Davidson Trust Company
Washington
$308K +$5.65K +60 +2%
KC
1623
Kingfisher Capital
North Carolina
$308K -$3.57K -38 -1%
UAG
1624
United Advisor Group
Ohio
$308K +$308K +3,267 New
DWM
1625
Drive Wealth Management
Utah
$308K -$184K -1,932 -37%
63 64
65
66 67