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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 %
SAM
1801
Strategy Asset Managers
California
$250K -$2.05K -21 -0.8%
AEPWM
1802
Atlantic Edge Private Wealth Management
Florida
$250K -$279K -2,750 -53%
LFG
1803
Lockerman Financial Group
California
$249K -$42.2K -416 -14%
RFO
1804
RiverGlades Family Offices
Florida
$249K – – –
NEWAS
1805
N.E.W. Advisory Services
Wisconsin
$249K +$203 +2 +0.1%
BIM
1806
Baldwin Investment Management
Pennsylvania
$248K – – –
MCM
1807
Marathon Capital Management
Maryland
$247K – – –
CP
1808
Capital Planning
Washington
$246K – – –
TP
1809
Tranquility Partners
Tennessee
$246K -$32.9K -325 -12%
FFBTD
1810
First Financial Bank - Trust Division
Ohio
$246K -$63.1K -623 -20%
PG
1811
Prostatis Group
Maryland
$245K +$245K +2,418 New
S
1812
SimplyRich
California
$245K – – –
CICI
1813
Capital Investment Counsel Inc
North Carolina
$245K – – –
SMA
1814
Seven Mile Advisory
New Jersey
$245K +$245K +2,413 New
RC
1815
Roundview Capital
New Jersey
$244K – – –
PWH
1816
Priebe Wealth Holdings
Minnesota
$244K +$3.14K +31 +1%
IIC
1817
Ironwood Investment Counsel
Arizona
$243K +$304 +3 +0.1%
MCWS
1818
McKinley Carter Wealth Services
West Virginia
$243K -$6.08K -60 -2%
SWP
1819
ShoreHaven Wealth Partners
New Jersey
$243K – – –
SCM
1820
Spreng Capital Management
Ohio
$243K – – –
LPAM
1821
Lodestar Private Asset Management
California
$242K – – –
IAS
1822
Investment Advisory Services
Texas
$242K +$2.74K +27 +1%
BFM
1823
Boston Financial Management
Massachusetts
$241K +$1.32K +13 +0.5%
BBNA
1824
Bremer Bank National Association
Minnesota
$240K +$405 +4 +0.2%
CFG
1825
Clayton Financial Group
Missouri
$240K – – –
71 72
73
74 75