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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 %
GWM
1826
GSB Wealth Management
Connecticut
$303K +$364 +3 +0.1%
ATIA
1827
American Trust Investment Advisors
New Hampshire
$300K – – –
CP
1828
Capital Planning
Washington
$300K +$4.91K +40 +2%
AEPWM
1829
Atlantic Edge Private Wealth Management
Florida
$299K – – –
NEWAS
1830
N.E.W. Advisory Services
Wisconsin
$299K +$121 +1 +0%
RFO
1831
RiverGlades Family Offices
Florida
$299K – – –
OFS
1832
Orrstown Financial Services
Pennsylvania
$298K +$298K +2,458 New
LCM
1833
Lazari Capital Management
California
$298K -$7.53K -62 -2%
OPW
1834
Osprey Private Wealth
New York
$297K +$297K +2,450 New
CPWA
1835
Cerro Pacific Wealth Advisors
California
$297K +$40.2K +397 +16%
LWM
1836
Laidlaw Wealth Management
New York
$296K +$35.7K +294 +14%
EL
1837
EWA LLC
Pennsylvania
$296K +$44.7K +349 +18%
CAM
1838
Concorde Asset Management
Michigan
$296K -$35.4K -291 -11%
4WM
1839
49 Wealth Management
Texas
$295K +$10.2K +84 +4%
SAF
1840
Smith Anglin Financial
Texas
$295K +$47.8K +394 +19%
IAS
1841
Investment Advisory Services
Texas
$295K +$4.86K +40 +2%
PCA
1842
Pallas Capital Advisors
Massachusetts
$295K -$37K -279 -11%
TP
1843
Tranquility Partners
Tennessee
$295K – – –
MMA
1844
Miracle Mile Advisors
California
$295K +$44.1K +363 +18%
GSEP
1845
Golden State Equity Partners
California
$294K +$10.4K +86 +4%
S
1846
SimplyRich
California
$294K – – –
LSIA
1847
LaSalle St. Investment Advisors
Illinois
$294K +$39.7K +327 +16%
CICI
1848
Capital Investment Counsel Inc
North Carolina
$293K – – –
PCP
1849
Proficio Capital Partners
Massachusetts
$292K -$122K -1,007 -29%
IIC
1850
Ironwood Investment Counsel
Arizona
$292K +$364 +3 +0.1%
72 73
74
75 76