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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 %
BA
1626
Bristlecone Advisors
Washington
$327K +$5.07K +50 +2%
BFG
1627
Berger Financial Group
Minnesota
$327K -$2.23K -22 -0.7%
LWM
1628
Lakeridge Wealth Management
Ohio
$327K +$39.5K +390 +14%
TFM
1629
TFC Financial Management
Massachusetts
$327K – – –
JWA
1630
JFS Wealth Advisors
Pennsylvania
$326K -$304 -3 -0.1%
LIP
1631
Lighthouse Investment Partners
Florida
$326K -$3.72M -36,677 -92%
SSWM
1632
Smith Salley Wealth Management
North Carolina
$325K -$88.9K -877 -21%
EWA
1633
ERTS Wealth Advisors
Michigan
$324K -$4.56K -45 -1%
GC
1634
Garde Capital
Washington
$324K -$10.1K -100 -3%
SLWA
1635
San Luis Wealth Advisors
California
$324K +$324K +3,194 New
NFG
1636
Northeast Financial Group
Pennsylvania
$324K – – –
RFA
1637
Register Financial Advisors
Georgia
$323K – – –
MA
1638
MONECO Advisors
Connecticut
$321K +$5.78K +57 +2%
VWWMG
1639
Vermillion & White Wealth Management Group
Pennsylvania
$321K – – –
AWM
1640
Accel Wealth Management
Iowa
$320K +$76K +750 +31%
FMI
1641
F/M Investments
District of Columbia
$317K +$317K +3,126 New
SM
1642
Sweeney & Michel
California
$316K +$2.14K +21 +0.7%
CBT
1643
Central Bank & Trust
Kentucky
$316K – – –
JCM
1644
Jag Capital Management
Missouri
$315K -$181K -1,788 -36%
MIM
1645
Marco Investment Management
Georgia
$315K – – –
GP
1646
Greenline Partners
New York
$314K – – –
AIM
1647
Aigen Investment Management
New York
$314K +$314K +3,101 New
FCA
1648
FinTrust Capital Advisors
South Carolina
$314K -$157K -1,554 -33%
PA
1649
PFG Advisors
Arizona
$313K +$24.8K +245 +9%
MAM
1650
McLean Asset Management
Virginia
$312K +$7.5K +73 +2%
64 65
66
67 68