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Philip Morris

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M
Name Holding Trade Value Shares
Change
Shares
Change %
WTFG
1701
Wells Trecaso Financial Group
Ohio
$262K -$29K -308 -10%
WOC
1702
West Oak Capital
California
$262K -$2.85K -30 -1%
LFGO
1703
Legacy Financial Group (Oklahoma)
Oklahoma
$261K -$62.9K -669 -19%
TP
1704
Tranquility Partners
Tennessee
$260K -$15.9K -169 -6%
BEC
1705
Blue Edge Capital
Virginia
$260K
LWM
1706
Liberty Wealth Management
California
$260K +$19.9K +211 +8%
KA
1707
Klingman & Associates
New York
$260K -$188 -2 -0.1%
PGA
1708
Portland Global Advisors
Maine
$259K
Loomis, Sayles & Company
1709
Loomis, Sayles & Company
Massachusetts
$259K -$8.1K -86 -3%
FFA
1710
Florida Financial Advisors
Florida
$259K +$259K +2,776 New
HWMG
1711
Hurlow Wealth Management Group
Indiana
$259K +$282 +3 +0.1%
FFS
1712
Founders Financial Securities
Maryland
$259K +$28.6K +304 +12%
HI
1713
Hudock Inc
Pennsylvania
$258K +$2.35K +25 +0.9%
MCCA
1714
Mill Creek Capital Advisors
Pennsylvania
$258K -$19.4K -206 -7%
OKSA
1715
O'Keefe Stevens Advisory
New York
$258K +$29K +308 +13%
CFD
1716
Creative Financial Designs
Indiana
$258K -$46K -489 -15%
RWB
1717
RMR Wealth Builders
New Jersey
$258K +$30.3K +322 +13%
JGIA
1718
Jackson Grant Investment Advisers
Connecticut
$258K +$753 +8 +0.3%
PBK
1719
Peoples Bank (Kansas)
Kansas
$257K +$47.5K +505 +23%
ARC
1720
Advisor Resource Council
Texas
$257K +$257K +2,732 New
CRWM
1721
Castle Rock Wealth Management
California
$256K
BCM
1722
Bienville Capital Management
New York
$256K
AF
1723
Apexium Financial
Texas
$256K +$23.5K +250 +10%
SAMT
1724
Select Asset Management & Trust
Pennsylvania
$255K
TFGT
1725
TS Financial Group (TSFG)
Illinois
$254K -$13.7K -145 -5%