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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 %
PCS
1676
Private Client Services
Kentucky
$300K -$36.8K -363 -11%
SSWM
1677
Strait & Sound Wealth Management
California
$299K -$42.1K -415 -12%
RZH
1678
Relyea Zuckerberg Hanson
Connecticut
$299K +$5.17K +51 +2%
CAM
1679
Carret Asset Management
New York
$298K -$77K -760 -21%
PJSIMP
1680
P.J. Schmidt Investment Management (PJS)
Wisconsin
$298K +$203 +2 +0.1%
LFA
1681
Laraway Financial Advisors
Minnesota
$296K – – –
GIM
1682
Greylin Investment Management
Virginia
$296K -$15.2K -150 -5%
SRC
1683
Sage Rhino Capital
California
$296K +$1.42K +14 +0.5%
FMTCOCP
1684
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$296K -$26.1K -258 -8%
DAC
1685
Dividend Assets Capital
South Carolina
$296K +$5.47K +54 +2%
FFS
1686
Founders Financial Securities
Maryland
$296K +$44.3K +437 +18%
MAWA
1687
Moss Adams Wealth Advisors
Washington
$295K +$69.2K +674 +31%
CG
1688
Clarus Group
Texas
$294K -$152K -1,498 -34%
BFA
1689
Bragg Financial Advisors
North Carolina
$294K +$4.36K +43 +2%
FWM
1690
Focused Wealth Management
New York
$293K +$3.14K +31 +1%
HWA
1691
Heartwood Wealth Advisors
Virginia
$293K +$293K +2,889 New
NA
1692
Nordwand Advisors
Pennsylvania
$293K +$238K +2,347 +434%
WB
1693
Webster Bank
Connecticut
$292K -$30.6K -302 -9%
IPWA
1694
International Private Wealth Advisors
California
$291K -$189K -1,861 -39%
RB
1695
Renasant Bank
Mississippi
$291K -$335K -3,309 -54%
Cohen & Steers
1696
Cohen & Steers
New York
$291K -$5.58K -55 -2%
DP
1697
Dearborn Partners
Illinois
$291K +$9.02K +89 +3%
NFG
1698
Nations Financial Group
Iowa
$287K +$2.03K +20 +0.7%
HP
1699
Highlander Partners
Texas
$287K – – –
WEG
1700
World Equity Group
Illinois
$287K -$266K -2,628 -48%
66 67
68
69 70