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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 %
PWAM
1676
Pinnacle West Asset Management
Wyoming
$275K – – –
MA
1677
MKT Advisors
California
$275K +$6.55K +73 +2%
TAM
1678
Townsend Asset Management
North Carolina
$274K – – –
SEP
1679
Southland Equity Partners
Missouri
$272K +$272K +2,971 New
BWM
1680
BKM Wealth Management
Wisconsin
$272K +$112K +1,219 +70%
CFD
1681
Creative Financial Designs
Indiana
$271K +$19.3K +211 +8%
GFP
1682
Gryphon Financial Partners
Ohio
$270K +$270K +2,952 New
MAM
1683
McLean Asset Management
Virginia
$270K -$1.46K -16 -0.5%
PJSIMP
1684
P.J. Schmidt Investment Management (PJS)
Wisconsin
$269K -$180K -1,965 -40%
Cohen & Steers
1685
Cohen & Steers
New York
$268K – – –
LFA
1686
Laraway Financial Advisors
Minnesota
$268K -$9.16K -100 -3%
MCCA
1687
Mill Creek Capital Advisors
Pennsylvania
$267K +$15.6K +170 +6%
SRC
1688
Sage Rhino Capital
California
$267K -$641 -7 -0.2%
RZH
1689
Relyea Zuckerberg Hanson
Connecticut
$265K +$18.8K +205 +8%
TCMP
1690
Thrive Capital Management (Pennsylvania)
Pennsylvania
$264K -$243K -2,653 -48%
LFG
1691
Lockerman Financial Group
California
$264K +$2.2K +24 +0.8%
DAC
1692
Dividend Assets Capital
South Carolina
$263K – – –
WFI
1693
West Family Investments
California
$263K -$15K -164 -5%
ACI
1694
Alpha Cubed Investments
California
$263K -$89.9K -981 -26%
FWM
1695
Focused Wealth Management
New York
$262K +$2.38K +26 +0.9%
AWM
1696
Aprio Wealth Management
Georgia
$262K +$34.5K +376 +15%
BFA
1697
Bragg Financial Advisors
North Carolina
$262K -$45.8K -500 -15%
AIA
1698
Angeles Investment Advisors
California
$262K -$20K -218 -7%
NG
1699
Northstar Group
New York
$261K – – –
CIA
1700
Cape Investment Advisory
Georgia
$261K -$71.8K -784 -22%
66 67
68
69 70