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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 %
SAM
1776
SignalPoint Asset Management
Missouri
$233K +$183 +2 +0.1%
LA
1777
Latitude Advisors
Florida
$233K +$28.9K +315 +14%
LCM
1778
LCM Capital Management
Illinois
$233K +$825 +9 +0.4%
CF
1779
Cantor Fitzgerald
New York
$232K +$232K +2,528 New
AA
1780
Addison Advisors
Vermont
$231K +$7.42K +81 +3%
SAI
1781
Savvy Advisors Inc
New York
$231K +$231K +2,522 New
SFG
1782
SNS Financial Group
Minnesota
$231K +$1.95K +21 +0.9%
PEA
1783
Park Edge Advisors
Ohio
$231K +$825 +9 +0.4%
PIFP
1784
Partners in Financial Planning
Virginia
$230K – – –
NRI
1785
NFP Retirement Inc
California
$230K -$6.78K -74 -3%
RFS
1786
Richardson Financial Services
Massachusetts
$230K +$18.2K +198 +9%
BA
1787
Birinyi Associates
Connecticut
$229K – – –
CCM
1788
Cohen Capital Management
California
$229K – – –
GWM
1789
GSB Wealth Management
Connecticut
$228K +$183 +2 +0.1%
FFS
1790
Founders Financial Securities
Maryland
$227K -$24.6K -269 -10%
CAM
1791
Concorde Asset Management
Michigan
$227K -$17.9K -195 -7%
AF
1792
Apexium Financial
Texas
$227K -$23K -250 -9%
BI
1793
Ballast Inc
Kentucky
$227K -$19.7K -215 -8%
ATIA
1794
American Trust Investment Advisors
New Hampshire
$226K +$226K +2,469 New
MCWS
1795
McKinley Carter Wealth Services
West Virginia
$225K +$10.2K +111 +5%
DWA
1796
Delap Wealth Advisory
Oregon
$225K -$288K -3,147 -56%
NEWAS
1797
N.E.W. Advisory Services
Wisconsin
$225K +$92 +1 +0%
FFA
1798
Florida Financial Advisors
Florida
$225K -$29.5K -322 -12%
BIM
1799
Baldwin Investment Management
Pennsylvania
$224K -$9.16K -100 -4%
MBI
1800
May Barnhard Investments
Maryland
$224K +$3.12K +34 +1%
70 71
72
73 74