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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 %
GWANC
1701
Guardian Wealth Advisors (North Carolina)
North Carolina
$367K -$2.43K -20 -0.7%
BWM
1702
BNC Wealth Management
Oregon
$367K – – –
OWM
1703
Opes Wealth Management
California
$366K – – –
DCBT
1704
Dakota Community Bank & Trust
North Dakota
$366K -$3.64K -30 -1%
PWAM
1705
Pinnacle West Asset Management
Wyoming
$364K – – –
ACG
1706
Allen Capital Group
Nebraska
$364K +$92.4K +761 +34%
KA
1707
Klingman & Associates
New York
$363K +$971 +8 +0.3%
FWM
1708
Foguth Wealth Management
Michigan
$363K -$184K -1,549 -34%
SRC
1709
Sage Rhino Capital
California
$362K +$7.28K +60 +2%
HSWM
1710
Hubbell Strickland Wealth Management
Louisiana
$362K -$30.7K -253 -8%
NQWM
1711
Northwest Quadrant Wealth Management
Oregon
$361K -$3.16K -26 -0.9%
APW
1712
Austin Private Wealth
Texas
$360K -$33.3K -274 -8%
PCS
1713
Private Client Services
Kentucky
$360K +$607 +5 +0.2%
CAM
1714
Carret Asset Management
New York
$359K +$2.43K +20 +0.7%
PTC
1715
Petrus Trust Company
Texas
$359K +$359K +2,954 New
TAM
1716
Townsend Asset Management
North Carolina
$358K -$4.86K -40 -1%
PJSIMP
1717
P.J. Schmidt Investment Management (PJS)
Wisconsin
$357K +$121 +1 +0%
Financial Engines Advisors
1718
Financial Engines Advisors
California
$356K +$356K +2,904 New
BBA
1719
BLB&B Advisors
Pennsylvania
$356K -$11K -91 -3%
HFM
1720
Harvest Fund Management
China
$356K +$356K +2,934 New
LFA
1721
Laraway Financial Advisors
Minnesota
$355K – – –
FMTCOCP
1722
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$355K – – –
Cohen & Steers
1723
Cohen & Steers
New York
$355K +$6.8K +56 +2%
FWM
1724
Focused Wealth Management
New York
$355K +$3.4K +28 +1%
DDC
1725
DF Dent & Co
Maryland
$355K +$355K +2,921 New
67 68
69
70 71