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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 %
ACP
1651
Aveo Capital Partners
Colorado
$289K -$3.9K -40 -1%
MA
1652
MCF Advisors
Kentucky
$287K -$16.8K -182 -6%
CWM
1653
Congress Wealth Management
Massachusetts
$287K -$173K -1,889 -38%
CBT
1654
Central Bank & Trust
Kentucky
$286K -$13.7K -150 -5%
MA
1655
MONECO Advisors
Connecticut
$285K +$2.84K +31 +1%
MIM
1656
Marco Investment Management
Georgia
$285K -$23.9K -261 -8%
GP
1657
Greenline Partners
New York
$285K – – –
TCOT
1658
Trust Company of Toledo
Ohio
$284K -$11.9K -130 -4%
ALC
1659
Alexander Labrunerie & Co
Missouri
$283K +$283K +3,088 New
WFPG
1660
Waller Financial Planning Group
Ohio
$283K -$20.7K -226 -7%
LIM
1661
Loudon Investment Management
New Hampshire
$282K -$10.6K -116 -4%
GIM
1662
Greylin Investment Management
Virginia
$282K -$92 -1 -0%
CC
1663
Callan Capital
California
$282K -$12.2K -133 -4%
AL
1664
Aspiriant LLC
California
$281K -$43.7K -477 -13%
EWM
1665
Elite Wealth Management
Washington
$281K +$12.9K +141 +5%
DFCM
1666
Dark Forest Capital Management
Puerto Rico
$280K -$1.39M -15,214 -83%
FFBTD
1667
First Financial Bank - Trust Division
Ohio
$280K +$52.5K +573 +23%
XWM
1668
Xcel Wealth Management
Florida
$280K +$2.93K +32 +1%
JFGIW
1669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$278K +$117K +1,265 +73%
DCBT
1670
Dakota Community Bank & Trust
North Dakota
$278K -$916 -10 -0.3%
OWM
1671
Opes Wealth Management
California
$277K -$9.62K -105 -3%
CCM
1672
Chaney Capital Management
Washington
$277K – – –
JJBC
1673
James J. Burns & Company
New York
$277K -$56.4K -615 -17%
FWA
1674
FSM Wealth Advisors
Ohio
$275K -$8.61K -94 -3%
MAM
1675
Meeder Asset Management
Ohio
$275K +$36.8K +402 +15%
65 66
67
68 69