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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 %
PA
1701
PFG Advisors
Arizona
$260K +$4.58K +50 +2%
LWM
1702
Lakeridge Wealth Management
Ohio
$260K -$15.5K -169 -6%
CRWM
1703
Castle Rock Wealth Management
California
$260K +$960 +10 +0.4%
BC
1704
Burney Company
Virginia
$259K -$56.8K -620 -18%
KL
1705
KWMG LLC
Kansas
$259K -$12.2K -133 -4%
FNBOO
1706
First National Bank of Omaha
Nebraska
$259K +$259K +1,630 New
PBK
1707
Peoples Bank (Kansas)
Kansas
$258K +$7.79K +85 +3%
NFG
1708
Nations Financial Group
Iowa
$258K -$443K -4,835 -63%
CAWM
1709
Capital Advisors Wealth Management
Washington
$256K +$256K +2,790 New
WTFG
1710
Wells Trecaso Financial Group
Ohio
$255K – – –
HGERS
1711
Householder Group Estate & Retirement Specialist
Arizona
$255K +$76.4K +834 +43%
AG
1712
Algert Global
California
$255K +$8.89K +97 +4%
TA
1713
TFG Advisers
Michigan
$255K -$36.6K -400 -13%
DP
1714
Dearborn Partners
Illinois
$255K -$35.5K -387 -12%
SCM
1715
Steele Capital Management
Iowa
$254K -$35.3K -380 -12%
TA
1716
TFB Advisors
Kansas
$254K +$254K +2,644 New
BEC
1717
Blue Edge Capital
Virginia
$253K – – –
CAC
1718
Certified Advisory Corp
Florida
$253K +$6.96K +76 +3%
HWMG
1719
Hurlow Wealth Management Group
Indiana
$253K +$1.28K +14 +0.5%
TP
1720
Tranquility Partners
Tennessee
$252K -$1.01K -11 -0.4%
PGA
1721
Portland Global Advisors
Maine
$252K – – –
KA
1722
Klingman & Associates
New York
$252K -$1.1K -12 -0.4%
LFGO
1723
Legacy Financial Group (Oklahoma)
Oklahoma
$252K -$2.66K -29 -1%
IFWM
1724
Institute for Wealth Management
Colorado
$252K +$14.8K +162 +6%
JGIA
1725
Jackson Grant Investment Advisers
Connecticut
$252K +$733 +8 +0.3%
67 68
69
70 71