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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 %
MAWA
1651
Moss Adams Wealth Advisors
Washington
$396K +$43.3K +353 +12%
PIM
1652
Penobscot Investment Management
Massachusetts
$395K -$17.4K -143 -4%
BFG
1653
Berger Financial Group
Minnesota
$395K +$2.91K +24 +0.7%
FFG
1654
Frisch Financial Group
New York
$395K -$8.59K -70 -2%
SL
1655
Sentinus LLC
Illinois
$395K +$34.2K +282 +9%
SCM
1656
Silvant Capital Management
Georgia
$394K – – –
MAP
1657
Moody Aldrich Partners
Massachusetts
$392K +$62.3K +513 +19%
RZH
1658
Relyea Zuckerberg Hanson
Connecticut
$391K +$33.9K +279 +9%
BWP
1659
Barlow Wealth Partners
Kentucky
$389K -$15.5K -130 -4%
GC
1660
Garde Capital
Washington
$389K – – –
NFG
1661
Northeast Financial Group
Pennsylvania
$388K – – –
CFG
1662
Clayton Financial Group
Missouri
$388K +$69.8K +575 +22%
XF
1663
XML Financial
Maryland
$388K -$1.31M -10,805 -77%
RFA
1664
Register Financial Advisors
Georgia
$387K – – –
6F
1665
626 Financial
Michigan
$387K -$13.7K -113 -3%
LRWA
1666
Long Run Wealth Advisors
New York
$386K +$129K +1,060 +50%
HIM
1667
Hillsdale Investment Management
Ontario, Canada
$385K +$244K +2,011 +173%
VWWMG
1668
Vermillion & White Wealth Management Group
Pennsylvania
$384K – – –
MCM
1669
Monument Capital Management
Virginia
$384K +$384K +3,162 New
CIA
1670
Cape Investment Advisory
Georgia
$384K +$55.6K +458 +17%
OFG
1671
Oxford Financial Group
Indiana
$383K -$116K -956 -23%
DA
1672
Detalus Advisors
Missouri
$382K -$11.8K -97 -3%
GWAG
1673
Garrett Wealth Advisory Group
Texas
$382K +$382K +3,150 New
MA
1674
MONECO Advisors
Connecticut
$382K -$2.79K -23 -0.7%
OFS
1675
OneAscent Financial Services
Alabama
$382K +$382K +3,110 New
65 66
67
68 69