PM icon

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 %
DAC
1726
Dividend Assets Capital
South Carolina
$354K – – –
MAM
1727
McLean Asset Management
Virginia
$354K -$7.62K -64 -2%
AC
1728
Apella Capital
Connecticut
$354K +$45.4K +380 +15%
GA
1729
Geller Advisors
New York
$354K +$33.9K +276 +11%
CAC
1730
Certified Advisory Corp
Florida
$354K +$15.3K +126 +5%
CAWM
1731
Capital Advisors Wealth Management
Washington
$352K +$9.59K +79 +3%
HWA
1732
Heartwood Wealth Advisors
Virginia
$351K – – –
MPM
1733
MBB Public Markets
Illinois
$350K -$13.1M -107,564 -97%
SN
1734
Sittner & Nelson
Oregon
$349K +$177K +1,454 +103%
ALC
1735
Alexander Labrunerie & Co
Missouri
$349K -$13.7K -113 -4%
NFG
1736
Nations Financial Group
Iowa
$348K +$4.25K +35 +1%
FCG
1737
Fielder Capital Group
Tennessee
$348K +$17.1K +141 +5%
DP
1738
Dearborn Partners
Illinois
$348K -$364 -3 -0.1%
CBT
1739
Central Bank & Trust
Kentucky
$347K -$31.1K -256 -8%
AWM
1740
Ariadne Wealth Management
California
$347K +$347K +2,803 New
HGERS
1741
Householder Group Estate & Retirement Specialist
Arizona
$345K +$4.25K +35 +1%
PPW
1742
Parcion Private Wealth
Washington
$344K +$35.9K +296 +12%
KL
1743
KWMG LLC
Kansas
$343K – – –
HWMG
1744
Hurlow Wealth Management Group
Indiana
$343K +$8.62K +71 +3%
AWM
1745
Aprio Wealth Management
Georgia
$342K -$155K -1,274 -31%
TA
1746
TFG Advisers
Michigan
$342K +$1.82K +15 +0.5%
DCM
1747
Dimension Capital Management
Florida
$341K – – –
SCP
1748
Sivia Capital Partners
California
$340K +$971 +8 +0.3%
MPI
1749
Mairs & Power Inc
Minnesota
$340K – – –
BC
1750
Burney Company
Virginia
$340K -$3.04K -25 -0.9%
68 69
70
71 72