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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
1826
Summit Asset Management
Tennessee
$240K +$240K +2,368 New
FRM
1827
Fox Run Management
Connecticut
$240K -$941K -9,288 -80%
CVA
1828
Central Valley Advisors
California
$240K -$35.9K -300 -13%
FCFC
1829
First Citizens Financial Corp
Iowa
$240K – – –
WA
1830
Wealthstream Advisors
New York
$238K -$811 -8 -0.3%
EFM
1831
E Fund Management
China
$238K – – –
4WM
1832
49 Wealth Management
Texas
$238K +$238K +2,348 New
GSEP
1833
Golden State Equity Partners
California
$237K +$237K +2,340 New
FUBT
1834
First United Bank & Trust
Maryland
$237K – – –
MSA
1835
McAlister Sweet & Associates
Texas
$237K -$405 -4 -0.2%
LAM
1836
L2 Asset Management
Massachusetts
$235K +$235K +2,320 New
WAM
1837
WFA Asset Management
Wisconsin
$235K +$3.14K +31 +1%
AHC
1838
Adell Harriman & Carpenter
Texas
$234K -$30.4K -300 -11%
CSB
1839
City State Bank
Iowa
$234K -$2.53K -25 -1%
BW
1840
BIP Wealth
Georgia
$234K – – –
MTIC
1841
Missouri Trust & Investment Company
Missouri
$233K -$27.9K -275 -11%
IA
1842
Insight Advisors
Pennsylvania
$233K +$1.22K +12 +0.5%
CFA
1843
Cahill Financial Advisors
Minnesota
$232K +$10K +99 +5%
OPOWM
1844
One Plus One Wealth Management
Florida
$232K – – –
OWA
1845
Opal Wealth Advisors
New York
$232K -$40.4K -399 -15%
OAM
1846
Occidental Asset Management
California
$232K -$4.56K -45 -2%
RFS
1847
Richardson Financial Services
Massachusetts
$231K -$22.3K -220 -9%
AL
1848
Aspiriant LLC
California
$231K -$79.3K -783 -26%
CF
1849
Clarity Financial
Texas
$231K -$7.4K -73 -3%
BAM
1850
Bellevue Asset Management
Washington
$230K +$101 +1 +0%
72 73
74
75 76