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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 %
LWM
1751
Laidlaw Wealth Management
New York
$242K -$447K -4,874 -65%
BSSFA
1752
Baron Silver Stevens Financial Advisors
Florida
$242K +$13.3K +145 +6%
EBSAM
1753
Eubel Brady & Suttman Asset Management
Ohio
$242K +$734 +8 +0.3%
MHWM
1754
Montz Harcus Wealth Management
Louisiana
$242K +$242K +2,641 New
WA
1755
WESPAC Advisors
California
$242K +$242K +2,640 New
BWS
1756
Buck Wealth Strategies
Colorado
$242K +$242K +2,636 New
PBO
1757
Peoples Bank (Ohio)
Ohio
$241K +$4.4K +48 +2%
TWM
1758
Trueblood Wealth Management
Ohio
$241K +$15.8K +172 +7%
IWP
1759
Invenio Wealth Partners
Florida
$241K -$163K -1,781 -40%
CFG
1760
Clayton Financial Group
Missouri
$240K +$240K +2,620 New
NAMP
1761
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$240K – – –
GA
1762
Goldstein Advisors
Wisconsin
$240K – – –
JLBC
1763
J.L. Bainbridge & Co
Florida
$239K – – –
AHC
1764
Adell Harriman & Carpenter
Texas
$239K – – –
CWM
1765
Campbell Wealth Management
Virginia
$239K +$916 +10 +0.4%
HP
1766
Highlander Partners
Texas
$238K +$238K +2,500 New
GA
1767
Geller Advisors
New York
$238K +$8.74K +94 +4%
LWM
1768
Liberty Wealth Management
California
$237K -$16.2K -177 -6%
WOC
1769
West Oak Capital
California
$237K -$15.6K -170 -6%
SAM
1770
Strategy Asset Managers
California
$237K +$1.92K +21 +0.8%
FB
1771
First Bancorp
Maine
$236K -$275 -3 -0.1%
MTIC
1772
Missouri Trust & Investment Company
Missouri
$236K – – –
SP
1773
Stonebrook Private
Michigan
$235K -$733 -8 -0.3%
ASC
1774
Atalanta Sosnoff Capital
New York
$233K – – –
RWB
1775
RMR Wealth Builders
New Jersey
$233K -$18K -197 -7%
69 70
71
72 73