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Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBW
1826
Blue Barn Wealth
Utah
$216K -$137K -1,461 -39%
OPOWM
1827
One Plus One Wealth Management
Florida
$216K – – –
TNA
1828
True North Advisors
Texas
$215K -$17.9K -190 -8%
BFWA
1829
Benchmark Financial Wealth Advisors
Florida
$215K +$2.07K +22 +1%
CWM
1830
Centurion Wealth Management
Virginia
$214K +$5.83K +62 +3%
BAM
1831
Bellevue Asset Management
Washington
$214K -$3.29K -35 -2%
ZF
1832
Zega Financial
Florida
$213K +$213K +2,261 New
KFI
1833
Key Financial Inc
Pennsylvania
$212K – – –
WAM
1834
WFA Asset Management
Wisconsin
$212K +$19.4K +206 +10%
AWM
1835
AllSquare Wealth Management
New York
$212K – – –
Financial Engines Advisors
1836
Financial Engines Advisors
California
$212K +$212K +2,223 New
RFA
1837
Resurgent Financial Advisors
Georgia
$212K -$3.48K -37 -2%
BWCS
1838
Beirne Wealth Consulting Services
Connecticut
$212K +$212K +2,219 New
RPWA
1839
Regent Peak Wealth Advisors
Georgia
$211K +$211K +2,246 New
FWM
1840
Finer Wealth Management
Massachusetts
$211K – – –
CA
1841
Commerzbank Aktiengesellschaft
Germany
$211K +$211K +2,234 New
Bank Julius Baer & Co
1842
Bank Julius Baer & Co
Switzerland
$210K -$2.73K -29 -1%
CIA
1843
Cladis Investment Advisory
Montana
$210K – – –
LA
1844
Latitude Advisors
Florida
$209K -$7.15K -76 -3%
SFP
1845
Shepherd Financial Partners
Massachusetts
$209K -$22.3K -237 -10%
EWM
1846
Elevatus Welath Management
New York
$209K +$209K +2,217 New
TIA
1847
Tandem Investment Advisors
South Carolina
$208K -$6.13K -65 -3%
FCMA
1848
Foresight Capital Management Advisors
Michigan
$208K +$208K +2,211 New
MCM
1849
Monument Capital Management
Virginia
$207K -$8.85K -94 -4%
FFB
1850
First Financial Bankshares
Texas
$207K +$207K +2,199 New
72 73
74
75 76