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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 %
BBNA
1826
Bremer Bank National Association
Minnesota
$217K +$19.4K +212 +10%
IAS
1827
Investment Advisory Services
Texas
$217K +$20.2K +221 +10%
FCFC
1828
First Citizens Financial Corp
Iowa
$217K +$1.47K +16 +0.7%
BFM
1829
Boston Financial Management
Massachusetts
$217K -$220K -2,400 -50%
AMIM
1830
Aull & Monroe Investment Management
Alabama
$216K – – –
GCWM
1831
Graham Capital Wealth Management
District of Columbia
$216K +$216K +2,361 New
RIA
1832
Richwood Investment Advisors
Ohio
$216K -$4.12K -45 -2%
WA
1833
Wealthstream Advisors
New York
$216K +$216K +2,356 New
CF
1834
Clarity Financial
Texas
$216K +$14.8K +162 +7%
BWP
1835
Balboa Wealth Partners
Arizona
$215K -$5.41K -59 -2%
EFM
1836
E Fund Management
China
$215K -$9.07K -99 -4%
WAG
1837
Wheelhouse Advisory Group
Missouri
$215K -$21.4K -233 -9%
MSA
1838
McAlister Sweet & Associates
Texas
$214K – – –
FUBT
1839
First United Bank & Trust
Maryland
$214K -$31.8K -347 -13%
CSB
1840
City State Bank
Iowa
$214K -$1.47K -16 -0.7%
VHAM
1841
Van Hulzen Asset Management
California
$214K +$214K +2,340 New
MRCM
1842
M&R Capital Management
New Jersey
$214K -$48.3K -527 -18%
OAM
1843
Occidental Asset Management
California
$214K -$11.7K -128 -5%
SXL
1844
Summit X LLC
Missouri
$214K -$15.4K -168 -7%
KP
1845
Keel Point
Alabama
$213K -$31.3K -342 -13%
SGCA
1846
Steel Grove Capital Advisors
Tennessee
$213K +$183 +2 +0.1%
AI
1847
AXS Investments
New York
$213K +$12.9K +141 +6%
TIA
1848
Tandem Investment Advisors
South Carolina
$212K +$10.2K +112 +5%
BW
1849
BIP Wealth
Georgia
$211K -$8.7K -95 -4%
CVA
1850
Central Valley Advisors
California
$211K -$1.56K -17 -0.7%
72 73
74
75 76