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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 %
MA
1626
MCF Advisors
Kentucky
$411K +$9.18K +75 +2%
BAM
1627
Bosun Asset Management
Illinois
$411K -$19.4K -160 -5%
MFGP
1628
Marshall Financial Group (Pennsylvania)
Pennsylvania
$410K – – –
CT
1629
Coastline Trust
Rhode Island
$410K – – –
SFP
1630
Sweet Financial Partners
Minnesota
$408K -$8.26K -68 -2%
OHWP
1631
Oak Harbor Wealth Partners
North Carolina
$407K +$1.94K +16 +0.5%
WIM
1632
Westside Investment Management
California
$407K – – –
PFWA
1633
Paces Ferry Wealth Advisors
Georgia
$406K +$850 +7 +0.2%
PA
1634
PFG Advisors
Arizona
$406K +$31.9K +263 +9%
TFM
1635
TFC Financial Management
Massachusetts
$406K +$14.8K +122 +4%
FFA
1636
Fragasso Financial Advisors
Pennsylvania
$406K +$70.4K +580 +21%
BCM
1637
Buckhead Capital Management
Georgia
$404K -$41.3K -340 -9%
RWMG
1638
Redwood Wealth Management Group
New Jersey
$402K – – –
KC
1639
Kingfisher Capital
North Carolina
$401K +$1.58K +13 +0.4%
FMB
1640
Field & Main Bank
Kentucky
$401K – – –
CFS
1641
CRA Financial Services
New Jersey
$400K -$51.1K -421 -11%
HBW
1642
Hazlett, Burt & Watson
West Virginia
$399K +$243 +2 +0.1%
CFG
1643
Compton Financial Group
Maryland
$398K -$164K -1,350 -29%
DTC
1644
Davidson Trust Company
Washington
$398K – – –
SIS
1645
Sound Income Strategies
Florida
$397K +$182K +1,502 +85%
EWM
1646
Elmwood Wealth Management
California
$397K – – –
FWA
1647
FSM Wealth Advisors
Ohio
$397K +$29.4K +242 +8%
LAM
1648
Lakewood Asset Management
Illinois
$396K +$1.7K +14 +0.4%
BA
1649
Bristlecone Advisors
Washington
$396K +$3.64K +30 +0.9%
NA
1650
Navellier & Associates
Nevada
$396K – – –
64 65
66
67 68