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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 %
BCM
1776
Becker Capital Management
Oregon
$326K +$8.47K +69 +3%
WTFG
1777
Wells Trecaso Financial Group
Ohio
$326K -$12.1K -100 -4%
LAS
1778
Lloyd Advisory Services
Georgia
$325K -$94.1K -775 -22%
TFGT
1779
TS Financial Group (TSFG)
Illinois
$325K -$3.89K -32 -1%
FFS
1780
Founders Financial Securities
Maryland
$325K -$29.9K -246 -8%
SWM
1781
Sanctuary Wealth Management
Idaho
$324K – – –
FL
1782
Fort LP
Maryland
$324K -$18.7K -154 -5%
EIA
1783
Edgemoor Investment Advisors
Maryland
$323K – – –
AA
1784
Addison Advisors
Vermont
$323K – – –
LJCM
1785
Lee Johnson Capital Management
Texas
$321K – – –
PCM
1786
Pointe Capital Management
Michigan
$321K – – –
HAC
1787
Harbor Advisory Corp
New Hampshire
$321K – – –
EW
1788
Evoke Wealth
California
$321K +$321K +2,615 New
TWM
1789
Trueblood Wealth Management
Ohio
$321K +$850 +7 +0.3%
FFG
1790
Fiduciary Financial Group
California
$320K +$320K +2,696 New
CC
1791
Commons Capital
Massachusetts
$319K +$60.7K +500 +23%
LPT
1792
Legacy Private Trust
Wisconsin
$318K +$6.68K +55 +2%
EC
1793
EntryPoint Capital
New York
$318K +$291K +2,393 +1,050%
NAMP
1794
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$318K – – –
GA
1795
Goldstein Advisors
Wisconsin
$318K – – –
RWB
1796
RMR Wealth Builders
New Jersey
$316K +$8.98K +74 +3%
PAA
1797
Peregrine Asset Advisers
Oregon
$316K +$60.7K +500 +24%
CWM
1798
Campbell Wealth Management
Virginia
$315K +$315K +2,598 New
LSA
1799
Lion Street Advisors
Texas
$314K -$361K -2,978 -53%
OAM
1800
Occidental Asset Management
California
$314K +$36.1K +297 +13%
70 71
72
73 74