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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 %
MC
1776
Machina Capital
France
$261K -$2.26M -22,256 -90%
LPT
1777
Legacy Private Trust
Wisconsin
$260K +$260K +2,568 New
HIM
1778
Hanlon Investment Management
New Jersey
$259K +$37.3K +368 +17%
SFG
1779
SNS Financial Group
Minnesota
$259K +$4.11K +40 +2%
JF
1780
JSF Financial
California
$258K -$97.1K -958 -27%
ASC
1781
Atalanta Sosnoff Capital
New York
$258K – – –
SAM
1782
SignalPoint Asset Management
Missouri
$258K +$203 +2 +0.1%
CPWA
1783
Cerro Pacific Wealth Advisors
California
$257K +$257K +2,534 New
PPW
1784
Parcion Private Wealth
Washington
$257K +$257K +2,534 New
RWB
1785
RMR Wealth Builders
New Jersey
$256K -$1.42K -14 -0.6%
MKC
1786
M. Kraus & Co
Vermont
$255K -$15.2K -150 -6%
NRI
1787
NFP Retirement Inc
California
$255K +$608 +6 +0.2%
PIFP
1788
Partners in Financial Planning
Virginia
$255K – – –
AF
1789
Apexium Financial
Texas
$255K +$4.86K +48 +2%
LCM
1790
Lazari Capital Management
California
$255K +$255K +2,514 New
AWAG
1791
ARS Wealth Advisors Group
Florida
$254K -$229K -2,256 -47%
ACS
1792
Archford Capital Strategies
Illinois
$254K -$1.75M -17,314 -87%
ITFISA
1793
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$253K – – –
CCM
1794
Cohen Capital Management
California
$253K – – –
GWM
1795
GSB Wealth Management
Connecticut
$253K +$304 +3 +0.1%
LCM
1796
LCM Capital Management
Illinois
$252K -$5.27K -52 -2%
MBI
1797
May Barnhard Investments
Maryland
$252K +$3.55K +35 +1%
GFA
1798
Gallagher Fiduciary Advisors
Illinois
$251K +$251K +2,477 New
ATIA
1799
American Trust Investment Advisors
New Hampshire
$250K – – –
FFA
1800
Florida Financial Advisors
Florida
$250K +$3.91K +39 +2%
70 71
72
73 74