PM icon

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 %
DA
1601
Detalus Advisors
Missouri
$310K +$3.48K +38 +1%
BWP
1602
Bernardo Wealth Planning
Pennsylvania
$310K -$27.6K -301 -8%
HNB
1603
Hilltop National Bank
Wyoming
$310K +$310K +3,383 New
MFGP
1604
Marshall Financial Group (Pennsylvania)
Pennsylvania
$309K – – –
BBA
1605
BLB&B Advisors
Pennsylvania
$309K +$44.9K +490 +17%
SM
1606
Sweeney & Michel
California
$308K +$308K +3,086 New
NQWM
1607
Northwest Quadrant Wealth Management
Oregon
$308K +$3.94K +43 +1%
PWP
1608
Private Wealth Partners
California
$307K – – –
WIM
1609
Westside Investment Management
California
$307K – – –
SFG
1610
Sovereign Financial Group
Connecticut
$306K -$92 -1 -0%
GWA
1611
Gratus Wealth Advisors
Virginia
$306K -$4.56K -50 -1%
PFWA
1612
Paces Ferry Wealth Advisors
Georgia
$305K -$21.8K -238 -7%
PCP
1613
Proficio Capital Partners
Massachusetts
$305K +$3.57K +39 +1%
LSA
1614
Lansing Street Advisors
Pennsylvania
$305K +$305K +3,329 New
PCS
1615
Private Client Services
Kentucky
$305K +$13.6K +148 +5%
JWM
1616
Janiczek Wealth Management
Colorado
$304K -$6.03K -65 -2%
OHWP
1617
Oak Harbor Wealth Partners
North Carolina
$304K +$1.47K +16 +0.5%
EWM
1618
Elmwood Wealth Management
California
$304K +$17.8K +194 +6%
ANBTV
1619
American National Bank & Trust (Virginia)
Virginia
$303K +$303K +3,307 New
RWMG
1620
Redwood Wealth Management Group
New Jersey
$303K -$6.23K -68 -2%
BWP
1621
Barlow Wealth Partners
Kentucky
$303K – – –
FMB
1622
Field & Main Bank
Kentucky
$302K -$7.24K -79 -2%
GC
1623
Garde Capital
Washington
$302K +$9.15K +100 +3%
SSWM
1624
Strait & Sound Wealth Management
California
$301K -$2.24K -25 -0.7%
KC
1625
Kingfisher Capital
North Carolina
$301K +$1.28K +14 +0.4%
63 64
65
66 67