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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 %
JFGIW
1601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$338K +$29.9K +291 +10%
OHWP
1602
Oak Harbor Wealth Partners
North Carolina
$338K +$1.82K +18 +0.5%
SIC
1603
Sigma Investment Counselors
Michigan
$337K -$11.5K -113 -3%
SFG
1604
Sovereign Financial Group
Connecticut
$337K -$1.82K -18 -0.5%
MA
1605
MCF Advisors
Kentucky
$336K +$19K +186 +6%
JWM
1606
Janiczek Wealth Management
Colorado
$336K -$307 -3 -0.1%
RWMG
1607
Redwood Wealth Management Group
New Jersey
$336K +$912 +9 +0.3%
Hudson Bay Capital Management
1608
Hudson Bay Capital Management
Connecticut
$335K +$335K +3,309 New
FMB
1609
Field & Main Bank
Kentucky
$334K – – –
6F
1610
626 Financial
Michigan
$334K -$31.2K -308 -9%
KC
1611
Kingfisher Capital
North Carolina
$334K +$406 +4 +0.1%
HBW
1612
Hazlett, Burt & Watson
West Virginia
$334K +$183K +1,802 +122%
FFG
1613
Frisch Financial Group
New York
$333K -$20.6K -203 -6%
DTC
1614
Davidson Trust Company
Washington
$332K – – –
EWM
1615
Elmwood Wealth Management
California
$332K -$4.56K -45 -1%
NA
1616
Navellier & Associates
Nevada
$330K – – –
SCM
1617
Silvant Capital Management
Georgia
$330K – – –
SCM
1618
Steele Capital Management
Iowa
$330K +$49.1K +478 +17%
LAM
1619
Lakewood Asset Management
Illinois
$329K -$240K -2,371 -42%
DA
1620
Detalus Advisors
Missouri
$329K -$14.1K -139 -4%
GPW
1621
Gentry Private Wealth
Kansas
$329K +$329K +3,246 New
GFP
1622
Gryphon Financial Partners
Ohio
$329K +$29.4K +290 +10%
APW
1623
Austin Private Wealth
Texas
$329K -$4.66K -46 -1%
WWM
1624
Whalen Wealth Management
Nevada
$328K +$328K +3,238 New
HSWM
1625
Hubbell Strickland Wealth Management
Louisiana
$328K +$1.32K +13 +0.4%
63 64
65
66 67