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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 %
TA
1801
TruWealth Advisors
Louisiana
$224K – – –
PWM
1802
Power Wealth Management
Georgia
$224K +$224K +2,443 New
MCM
1803
Marathon Capital Management
Maryland
$223K – – –
CP
1804
Capital Planning
Washington
$223K +$223K +2,400 New
S
1805
SimplyRich
California
$223K -$368 -4 -0.2%
FHC
1806
First Heartland Consultants
Missouri
$223K +$223K +2,434 New
CA
1807
Crewe Advisors
Utah
$222K +$222K +2,424 New
CICI
1808
Capital Investment Counsel Inc
North Carolina
$221K – – –
HIG
1809
Heritage Investment Group
Florida
$221K +$24.7K +270 +13%
RC
1810
Roundview Capital
New Jersey
$221K +$221K +2,412 New
AWM
1811
Accel Wealth Management
Iowa
$221K +$22.7K +248 +11%
BIG
1812
Brooklyn Investment Group
New York
$221K -$328K -3,592 -60%
FIB
1813
First Interstate Bank
Montana
$220K – – –
IIC
1814
Ironwood Investment Counsel
Arizona
$220K -$4.22K -46 -2%
ITFISA
1815
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$220K -$132K -1,500 -38%
SWP
1816
ShoreHaven Wealth Partners
New Jersey
$220K – – –
SCM
1817
Spreng Capital Management
Ohio
$219K -$78.2K -854 -26%
LPAM
1818
Lodestar Private Asset Management
California
$219K -$74.5K -813 -25%
NC
1819
NBW Capital
Massachusetts
$219K +$6.41K +70 +3%
SB
1820
Sunflower Bank
Texas
$219K +$4.86K +53 +2%
TCOO
1821
Trust Company of Oklahoma
Oklahoma
$219K -$209K -2,279 -49%
FPCG
1822
Fort Pitt Capital Group
Pennsylvania
$218K -$5.96K -65 -3%
CWM
1823
Centurion Wealth Management
Virginia
$218K +$9.71K +106 +5%
PWH
1824
Priebe Wealth Holdings
Minnesota
$218K -$5.96K -65 -3%
BAM
1825
Byrne Asset Management
New Jersey
$218K +$458 +5 +0.2%
71 72
73
74 75