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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 %
PBK
1651
Peoples Bank (Kansas)
Kansas
$312K +$26.3K +260 +9%
LIM
1652
Loudon Investment Management
New Hampshire
$312K – – –
GCWM
1653
Graham Capital Wealth Management
District of Columbia
$311K +$71.7K +707 +30%
SWS
1654
SYSTM Wealth Solutions
Illinois
$311K -$2.44M -23,878 -89%
NP
1655
Nilsine Partners
Colorado
$309K -$94.8K -936 -23%
MCCA
1656
Mill Creek Capital Advisors
Pennsylvania
$309K +$13.8K +136 +5%
PB
1657
Pinnacle Bancorp
Nebraska
$309K -$114K -1,125 -27%
DCBT
1658
Dakota Community Bank & Trust
North Dakota
$308K +$1.12K +11 +0.4%
GWANC
1659
Guardian Wealth Advisors (North Carolina)
North Carolina
$308K -$181K -1,791 -37%
HCM
1660
Hilton Capital Management
New York
$308K +$308K +3,035 New
XWM
1661
Xcel Wealth Management
Florida
$307K -$2.03K -20 -0.7%
FWA
1662
FSM Wealth Advisors
Ohio
$307K +$2.13K +21 +0.7%
CCM
1663
Chaney Capital Management
Washington
$307K – – –
BBA
1664
BLB&B Advisors
Pennsylvania
$306K -$35.5K -350 -10%
FPCG
1665
Fort Pitt Capital Group
Pennsylvania
$306K +$65.2K +643 +27%
BWM
1666
BNC Wealth Management
Oregon
$306K -$20.3K -200 -6%
OWM
1667
Opes Wealth Management
California
$306K -$1.32K -13 -0.4%
PWAM
1668
Pinnacle West Asset Management
Wyoming
$304K – – –
ACI
1669
Alpha Cubed Investments
California
$304K +$13.6K +134 +5%
NQWM
1670
Northwest Quadrant Wealth Management
Oregon
$304K -$36.4K -359 -11%
TAM
1671
Townsend Asset Management
North Carolina
$303K – – –
ALC
1672
Alexander Labrunerie & Co
Missouri
$302K -$10.5K -104 -3%
KA
1673
Klingman & Associates
New York
$302K +$23.6K +233 +8%
SL
1674
Sentinus LLC
Illinois
$301K +$301K +2,969 New
MA
1675
MKT Advisors
California
$301K -$10.8K -106 -3%
65 66
67
68 69