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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 %
LJCM
1751
Lee Johnson Capital Management
Texas
$268K – – –
PCM
1752
Pointe Capital Management
Michigan
$268K – – –
MW
1753
Maia Wealth
Colorado
$268K +$268K +2,553 New
HAC
1754
Harbor Advisory Corp
New Hampshire
$268K – – –
EBSAM
1755
Eubel Brady & Suttman Asset Management
Ohio
$268K +$911 +9 +0.3%
GA
1756
Geller Advisors
New York
$268K +$5.34K +52 +2%
JLBC
1757
J.L. Bainbridge & Co
Florida
$267K +$2.74K +27 +1%
SAM
1758
Seelaus Asset Management
New Jersey
$267K +$267K +2,639 New
TWM
1759
Trueblood Wealth Management
Ohio
$267K +$912 +9 +0.3%
ECG
1760
Edge Capital Group
Georgia
$266K -$6.59K -65 -2%
WG
1761
Winton Group
United Kingdom
$266K -$907K -8,950 -77%
TA
1762
TFB Advisors
Kansas
$266K -$1.62K -16 -0.6%
AGA
1763
Arkos Global Advisors
Texas
$266K -$97.4K -960 -27%
BCM
1764
Becker Capital Management
Oregon
$266K -$10.3K -100 -4%
VF
1765
Vest Financial
Virginia
$266K -$7.7K -76 -3%
NAMP
1766
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$265K – – –
GA
1767
Goldstein Advisors
Wisconsin
$265K – – –
TC
1768
Trilogy Capital
California
$265K +$265K +2,611 New
SP
1769
Stonebrook Private
Michigan
$264K +$4.05K +40 +2%
IIA
1770
Integral Investment Advisors
California
$263K -$64.7K -637 -20%
AC
1771
Apella Capital
Connecticut
$263K +$263K +2,583 New
LA
1772
Latitude Advisors
Florida
$262K +$4.87K +48 +2%
SCM
1773
Stevens Capital Management
Pennsylvania
$262K -$1.35M -13,272 -84%
WOC
1774
West Oak Capital
California
$262K – – –
FB
1775
First Bancorp
Maine
$261K – – –
69 70
71
72 73