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Philip Morris
PM

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
151
Calamos Advisors
Illinois
$53.2M -$350K -3,725 -0.7%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$52.7M -$680K -7,225 -1%
SEI Investments
153
SEI Investments
Pennsylvania
$52.2M -$4.98M -52,892 -9%
FMI
154
Factory Mutual Insurance
Massachusetts
$51.7M – – –
RJFSA
155
Raymond James Financial Services Advisors
Florida
$51.4M -$450K -4,786 -0.9%
Pacer Advisors
156
Pacer Advisors
Pennsylvania
$51.4M +$6M +63,792 +13%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$51M -$74.2K -789 -0.1%
Fidelity International
158
Fidelity International
Bermuda
$49.2M -$1.59M -16,892 -3%
Corient Private Wealth
159
Corient Private Wealth
Florida
$47M -$3.75M -39,878 -7%
LWCFA
160
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46M +$2.1M +23,068 +5%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$45.7M +$1.17M +12,419 +3%
MGCM
162
Mane Global Capital Management
New York
$45.6M +$45.6M +485,094 New
CCMG
163
Clark Capital Management Group
Pennsylvania
$45M -$2.08M -22,131 -4%
Amundi
164
Amundi
France
$45M +$2.29M +23,941 +5%
ABC
165
Associated Banc-Corp
Wisconsin
$44.2M -$472K -5,018 -1%
LIP
166
Lighthouse Investment Partners
Florida
$43.2M -$13.6M -144,482 -24%
Comerica Bank
167
Comerica Bank
Texas
$43.1M -$926K -9,843 -2%
GKIM
168
GW&K Investment Management
Massachusetts
$42.4M -$1.11M -11,753 -3%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$41.4M -$15M -158,971 -27%
ASRS
170
Arizona State Retirement System
Arizona
$41.1M -$246K -2,610 -0.6%
Canada Life
171
Canada Life
Manitoba, Canada
$40.2M -$89.4K -954 -0.2%
BCM
172
Bronte Capital Management
Australia
$40M +$2.04M +21,633 +5%
SOMRS
173
State of Michigan Retirement System
Michigan
$40M -$47K -500 -0.1%
AWM
174
AE Wealth Management
Kansas
$38.6M +$9.36K +103 +0%
D.E. Shaw & Co
175
D.E. Shaw & Co
New York
$37.9M -$7.46M -79,257 -16%
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