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Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
1651
Vermillion & White Wealth Management Group
Pennsylvania
$298K +$298K +3,165 New
ICP
1652
Interchange Capital Partners
Pennsylvania
$297K -$8.18K -86 -3%
LGF
1653
LGT Group Foundation
Liechtenstein
$296K – – –
OWM
1654
Opes Wealth Management
California
$295K -$3.39K -36 -1%
WCM
1655
Wallace Capital Management
Texas
$294K -$47K -500 -14%
EWM
1656
Elmwood Wealth Management
California
$294K -$20.2K -215 -6%
P
1657
&Partners
Tennessee
$293K +$54.8K +581 +23%
SCM
1658
Steele Capital Management
Iowa
$293K +$293K +3,114 New
GP
1659
Greenline Partners
New York
$292K – – –
FWA
1660
FSM Wealth Advisors
Ohio
$292K -$6.12K -65 -2%
MA
1661
MONECO Advisors
Connecticut
$290K -$3.01K -32 -1%
GIM
1662
Greylin Investment Management
Virginia
$289K – – –
AIA
1663
Angeles Investment Advisors
California
$289K +$13.6K +145 +5%
EIA
1664
Edgemoor Investment Advisors
Maryland
$288K -$188 -2 -0.1%
SIS
1665
Sound Income Strategies
Florida
$287K +$115K +1,221 +67%
ECM
1666
Elgethun Capital Management
South Dakota
$287K +$49.3K +524 +21%
DCBT
1667
Dakota Community Bank & Trust
North Dakota
$286K +$7.81K +83 +3%
MA
1668
MJP Associates
Connecticut
$286K -$95.8K -1,018 -25%
WFI
1669
West Family Investments
California
$285K +$285K +3,032 New
MA
1670
MKT Advisors
California
$285K -$40.7K -427 -12%
APW
1671
Austin Private Wealth
Texas
$285K +$11.4K +121 +4%
CCM
1672
Chaney Capital Management
Washington
$285K +$285K +3,028 New
LFA
1673
Laraway Financial Advisors
Minnesota
$285K – – –
MAM
1674
McLean Asset Management
Virginia
$284K – – –
XWM
1675
Xcel Wealth Management
Florida
$284K -$2.82K -30 -1%
65 66
67
68 69