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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 %
SMA
1626
Sage Mountain Advisors
Georgia
$301K -$21.8K -238 -7%
DTC
1627
Davidson Trust Company
Washington
$300K – – –
QWP
1628
Quotient Wealth Partners
Texas
$300K -$58.9K -643 -16%
EBA
1629
Eagle Bay Advisors
New York
$300K -$17.4K -187 -5%
APW
1630
Austin Private Wealth
Texas
$299K +$23.7K +260 +9%
NA
1631
Navellier & Associates
Nevada
$299K – – –
SCA
1632
Stonebridge Capital Advisors
Minnesota
$298K -$4.03K -44 -1%
SCM
1633
Silvant Capital Management
Georgia
$298K – – –
BFG
1634
Berger Financial Group
Minnesota
$298K -$73.6K -803 -20%
EWA
1635
ERTS Wealth Advisors
Michigan
$297K -$5.41K -59 -2%
IIA
1636
Integral Investment Advisors
California
$297K +$297K +3,223 New
OFS
1637
OneAscent Financial Services
Alabama
$297K -$11.1K -120 -4%
TFM
1638
TFC Financial Management
Massachusetts
$296K -$7.42K -81 -2%
HSWM
1639
Hubbell Strickland Wealth Management
Louisiana
$295K +$1.01K +11 +0.3%
JWA
1640
JFS Wealth Advisors
Pennsylvania
$295K -$7.51K -82 -2%
OFG
1641
Oxford Financial Group
Indiana
$295K -$41.8K -456 -12%
BWM
1642
BNC Wealth Management
Oregon
$295K – – –
CCA
1643
Cottonwood Capital Advisors
Utah
$294K -$975 -11 -0.3%
NFG
1644
Northeast Financial Group
Pennsylvania
$293K – – –
RFA
1645
Register Financial Advisors
Georgia
$292K +$92 +1 +0%
FMTCOCP
1646
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$292K +$1.65K +18 +0.6%
WB
1647
Webster Bank
Connecticut
$292K -$2.75K -30 -0.9%
BA
1648
Bristlecone Advisors
Washington
$291K -$32.1K -350 -10%
CSC
1649
Caldwell Sutter Capital
California
$291K -$275 -3 -0.1%
VWWMG
1650
Vermillion & White Wealth Management Group
Pennsylvania
$290K – – –
64 65
66
67 68