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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 %
BC
1701
Burney Company
Virginia
$286K – – –
KL
1702
KWMG LLC
Kansas
$286K – – –
IFU
1703
iSAM Funds (UK)
United Kingdom
$286K -$308K -3,037 -52%
CAWM
1704
Capital Advisors Wealth Management
Washington
$286K +$3.14K +31 +1%
FL
1705
Fort LP
Maryland
$286K +$14.7K +145 +5%
CCA
1706
Cottonwood Capital Advisors
Utah
$285K -$52.5K -516 -16%
DCM
1707
Dimension Capital Management
Florida
$284K +$284K +2,807 New
HGERS
1708
Householder Group Estate & Retirement Specialist
Arizona
$284K +$2.43K +24 +0.9%
MPI
1709
Mairs & Power Inc
Minnesota
$284K -$199K -1,965 -41%
TA
1710
TFG Advisers
Michigan
$284K +$1.72K +17 +0.6%
HCP
1711
Hardin Capital Partners
South Carolina
$284K +$284K +2,799 New
SCP
1712
Sivia Capital Partners
California
$283K +$283K +2,796 New
CAC
1713
Certified Advisory Corp
Florida
$283K +$2.53K +25 +0.9%
IFWM
1714
Institute for Wealth Management
Colorado
$283K +$4.36K +43 +2%
WTFG
1715
Wells Trecaso Financial Group
Ohio
$282K – – –
TCMP
1716
Thrive Capital Management (Pennsylvania)
Pennsylvania
$282K -$10K -99 -3%
LFG
1717
Larson Financial Group
Missouri
$282K +$226K +2,226 +400%
CA
1718
Crewe Advisors
Utah
$281K +$35.4K +349 +14%
BEC
1719
Blue Edge Capital
Virginia
$280K – – –
FFA
1720
Fragasso Financial Advisors
Pennsylvania
$280K -$74K -730 -21%
HI
1721
Hudock Inc
Pennsylvania
$280K +$1.32K +13 +0.5%
PGA
1722
Portland Global Advisors
Maine
$279K – – –
CC
1723
Corton Capital
Ontario, Canada
$279K +$279K +2,755 New
JGIA
1724
Jackson Grant Investment Advisers
Connecticut
$279K +$912 +9 +0.3%
HWMG
1725
Hurlow Wealth Management Group
Indiana
$279K -$1.22K -12 -0.4%
67 68
69
70 71