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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 %
CTA
1601
Chesley Taft & Associates
Illinois
$436K -$57.5K -474 -12%
PWP
1602
Private Wealth Partners
California
$435K +$22.3K +184 +5%
HNB
1603
Hilltop National Bank
Wyoming
$435K -$3.04K -25 -0.7%
VHAM
1604
Van Hulzen Asset Management
California
$435K -$13.7K -113 -3%
WCF
1605
West Coast Financial
California
$435K – – –
EGA
1606
E&G Advisors
Texas
$434K – – –
BMC
1607
Benin Management Corp
Connecticut
$433K -$3.28K -27 -0.8%
CFD
1608
Creative Financial Designs
Indiana
$432K +$971 +8 +0.2%
FDCP
1609
Foster Dykema Cabot & Partners
Massachusetts
$431K +$17.8K +145 +4%
GJIA
1610
Glass Jacobson Investment Advisors
Maryland
$431K -$6.56K -54 -1%
AWM
1611
Aviso Wealth Management
Washington
$430K -$3.76K -31 -0.9%
BBI
1612
Baxter Bros Inc
Connecticut
$430K +$8.86K +73 +2%
AL
1613
ADE LLC
Maryland
$428K -$4.13K -34 -1%
WDL
1614
Well Done LLC
Michigan
$427K -$26.1K -215 -6%
SIC
1615
Sigma Investment Counselors
Michigan
$426K +$22.9K +189 +6%
RSWM
1616
Robertson Stephens Wealth Management
California
$426K -$48.9K -398 -10%
SIC
1617
Sterling Investment Counsel
New York
$423K – – –
AWM
1618
Accel Wealth Management
Iowa
$422K +$38.6K +318 +10%
WFG
1619
Wills Financial Group
Virginia
$420K – – –
VCWA
1620
Vanguard Capital Wealth Advisors
Colorado
$420K -$225K -1,856 -35%
AAG
1621
Armstrong Advisory Group
Massachusetts
$417K +$2.06K +17 +0.5%
OWP
1622
Obermeyer Wealth Partners
Colorado
$415K +$8.13K +67 +2%
WAAG
1623
Wealth Alliance Advisory Group
Kansas
$414K – – –
BWP
1624
Bernardo Wealth Planning
Pennsylvania
$413K +$6.12K +51 +2%
AF
1625
Arrow Financial
New York
$412K – – –
63 64
65
66 67