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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 %
HI
1726
Hudock Inc
Pennsylvania
$252K -$183 -2 -0.1%
1SB
1727
1ST Source Bank
Indiana
$251K +$9.9K +108 +4%
ALAM
1728
Asahi Life Asset Management
Japan
$250K -$68.7K -750 -22%
BCM
1729
Becker Capital Management
Oregon
$250K -$148K -1,590 -37%
EIA
1730
Edgemoor Investment Advisors
Maryland
$249K -$31K -338 -11%
BCMLT
1731
Beacon Capital Management LLC (Tennessee)
Tennessee
$249K +$95.8K +1,046 +63%
BCM
1732
Bienville Capital Management
New York
$249K – – –
CPIA
1733
Cornell Pochily Investment Advisors
New York
$249K +$249K +2,717 New
SAMT
1734
Select Asset Management & Trust
Pennsylvania
$248K – – –
TFGT
1735
TS Financial Group (TSFG)
Illinois
$248K +$459 +5 +0.2%
MAP
1736
Moody Aldrich Partners
Massachusetts
$247K +$247K +2,701 New
PSF
1737
Pacific Sun Financial
California
$247K -$16.3K -178 -6%
VF
1738
Vest Financial
Virginia
$247K +$247K +2,697 New
ECG
1739
Edge Capital Group
Georgia
$247K -$20.6K -225 -8%
OWA
1740
Opal Wealth Advisors
New York
$246K -$79.3K -865 -24%
BFWA
1741
Benchmark Financial Wealth Advisors
Florida
$246K +$36K +393 +17%
FL
1742
Fort LP
Maryland
$245K -$18.8K -205 -7%
RFO
1743
RiverGlades Family Offices
Florida
$245K – – –
MKC
1744
M. Kraus & Co
Vermont
$245K – – –
SWM
1745
Sanctuary Wealth Management
Idaho
$244K – – –
LWANC
1746
Laurel Wealth Advisors (North Carolina)
North Carolina
$243K +$89.1K +973 +58%
RCI
1747
RS Crum Inc
California
$243K – – –
LJCM
1748
Lee Johnson Capital Management
Texas
$243K – – –
HAC
1749
Harbor Advisory Corp
New Hampshire
$242K +$242K +2,645 New
FSC
1750
Full Sail Capital
Oklahoma
$242K -$60.5K -660 -20%
68 69
70
71 72