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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 %
DBRC
1676
D.B. Root & Company
Pennsylvania
$382K -$752K -6,193 -66%
SM
1677
Sweeney & Michel
California
$382K +$8.17K +68 +2%
TCMP
1678
Thrive Capital Management (Pennsylvania)
Pennsylvania
$381K +$43K +354 +13%
FMI
1679
F/M Investments
District of Columbia
$379K – – –
JAG
1680
Journey Advisory Group
Kentucky
$378K – – –
CF
1681
Clarity Financial
Texas
$378K +$101K +829 +36%
MIM
1682
Marco Investment Management
Georgia
$377K – – –
GP
1683
Greenline Partners
New York
$377K – – –
BEC
1684
Blue Edge Capital
Virginia
$376K +$40.4K +333 +12%
LWM
1685
Lakeridge Wealth Management
Ohio
$376K -$15.9K -131 -4%
SFG
1686
Sovereign Financial Group
Connecticut
$375K -$28.3K -233 -7%
IFU
1687
iSAM Funds (UK)
United Kingdom
$375K +$32.1K +264 +9%
GPW
1688
Gentry Private Wealth
Kansas
$374K -$20.4K -168 -5%
PBK
1689
Peoples Bank (Kansas)
Kansas
$374K – – –
LIM
1690
Loudon Investment Management
New Hampshire
$373K – – –
EB
1691
Eastern Bank
Massachusetts
$373K +$373K +3,071 New
AF
1692
Apexium Financial
Texas
$372K +$65.7K +540 +21%
GFA
1693
Gallagher Fiduciary Advisors
Illinois
$371K +$69.9K +576 +23%
CFA
1694
Cahill Financial Advisors
Minnesota
$370K +$91.6K +754 +33%
XWM
1695
Xcel Wealth Management
Florida
$368K – – –
WI
1696
Wintrust Investments
Illinois
$368K -$618K -5,092 -63%
CCM
1697
Chaney Capital Management
Washington
$368K – – –
GCWM
1698
Graham Capital Wealth Management
District of Columbia
$367K -$5.34K -44 -1%
FPCG
1699
Fort Pitt Capital Group
Pennsylvania
$367K – – –
ACI
1700
Alpha Cubed Investments
California
$367K +$2.55K +21 +0.7%
66 67
68
69 70