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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 %
LA
1801
Latitude Advisors
Florida
$313K -$607 -5 -0.2%
OWP
1802
ORG Wealth Partners
Texas
$313K +$313K +2,575 New
WWM
1803
Whalen Wealth Management
Nevada
$312K -$80.6K -664 -21%
BFWA
1804
Benchmark Financial Wealth Advisors
Florida
$312K -$16.3K -134 -5%
JF
1805
JSF Financial
California
$311K +$1.46K +12 +0.5%
ASC
1806
Atalanta Sosnoff Capital
New York
$309K -$243 -2 -0.1%
EBA
1807
Eagle Bay Advisors
New York
$309K -$13.3K -108 -4%
CW
1808
Code Waechter
Florida
$308K +$308K +2,534 New
TC
1809
Trilogy Capital
California
$307K -$10.3K -85 -3%
FFBTD
1810
First Financial Bank - Trust Division
Ohio
$306K +$11.5K +95 +4%
NRI
1811
NFP Retirement Inc
California
$306K +$607 +5 +0.2%
AGA
1812
Arkos Global Advisors
Texas
$306K -$11.9K -98 -4%
CIAS
1813
CFS Investment Advisory Services
New Jersey
$306K +$306K +2,518 New
MKC
1814
M. Kraus & Co
Vermont
$306K – – –
TA
1815
TFB Advisors
Kansas
$306K -$13.5K -111 -4%
PIFP
1816
Partners in Financial Planning
Virginia
$305K – – –
SMA
1817
Seven Mile Advisory
New Jersey
$305K +$12.3K +101 +4%
MBI
1818
May Barnhard Investments
Maryland
$305K +$3.77K +31 +1%
AWAG
1819
ARS Wealth Advisors Group
Florida
$305K – – –
ITFISA
1820
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$304K – – –
CCM
1821
Cohen Capital Management
California
$304K – – –
EC
1822
Elequin Capital
New York
$304K +$109K +900 +56%
RCI
1823
RS Crum Inc
California
$303K -$18.5K -152 -6%
GWA
1824
Gratus Wealth Advisors
Virginia
$303K – – –
LCM
1825
LCM Capital Management
Illinois
$303K +$1.21K +10 +0.4%
71 72
73
74 75