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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 %
BCMLT
1726
Beacon Capital Management LLC (Tennessee)
Tennessee
$279K +$3.14K +31 +1%
SPWM
1727
Schrum Private Wealth Management
Florida
$278K -$105K -1,033 -27%
1SB
1728
1ST Source Bank
Indiana
$278K – – –
FA
1729
Forefront Analytics
Pennsylvania
$278K +$278K +2,738 New
CAM
1730
Concorde Asset Management
Michigan
$276K +$24.3K +239 +10%
FCG
1731
Fielder Capital Group
Tennessee
$276K +$276K +2,725 New
APF
1732
Alaska Permanent Fund
Alaska
$276K -$420K -3,649 -60%
BCM
1733
Bienville Capital Management
New York
$275K – – –
SAMT
1734
Select Asset Management & Trust
Pennsylvania
$275K – – –
MAP
1735
Moody Aldrich Partners
Massachusetts
$275K +$1.12K +11 +0.4%
TFGT
1736
TS Financial Group (TSFG)
Illinois
$274K +$506 +5 +0.2%
CIA
1737
Cape Investment Advisory
Georgia
$274K -$14.6K -144 -5%
BFWA
1738
Benchmark Financial Wealth Advisors
Florida
$274K +$2.03K +20 +0.7%
PSF
1739
Pacific Sun Financial
California
$274K – – –
GWA
1740
Gratus Wealth Advisors
Virginia
$273K -$86.4K -807 -24%
LWANC
1741
Laurel Wealth Advisors (North Carolina)
North Carolina
$273K +$4.05K +40 +2%
SWM
1742
Sanctuary Wealth Management
Idaho
$270K – – –
EIA
1743
Edgemoor Investment Advisors
Maryland
$270K -$5.98K -59 -2%
AA
1744
Addison Advisors
Vermont
$270K +$14K +138 +5%
EBA
1745
Eagle Bay Advisors
New York
$269K -$61.6K -600 -19%
LWM
1746
Liberty Wealth Management
California
$269K +$196K +6,895 +267%
LFGO
1747
Legacy Financial Group (Oklahoma)
Oklahoma
$269K -$9.53K -94 -3%
FSC
1748
Full Sail Capital
Oklahoma
$269K +$912 +9 +0.3%
PCA
1749
Pallas Capital Advisors
Massachusetts
$269K +$269K +2,501 New
RCI
1750
RS Crum Inc
California
$269K – – –
68 69
70
71 72