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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 %
CF
1851
Clarity Financial
Texas
$206K – – –
CWM
1852
Concentrum Wealth Management
California
$206K -$97K -1,031 -32%
HIA
1853
HTG Investment Advisors
Connecticut
$206K +$470 +5 +0.2%
SAW
1854
Signal Advisors Wealth
Michigan
$206K +$206K +2,156 New
AI
1855
AXS Investments
New York
$205K -$28.2K -300 -12%
LC
1856
Lincoln Capital
Nebraska
$204K – – –
AWM
1857
Accel Wealth Management
Iowa
$204K +$204K +2,163 New
FPIS
1858
Financial Planning & Information Services
Wisconsin
$203K – – –
BBNA
1859
Bremer Bank National Association
Minnesota
$203K -$26.8K -285 -12%
FCAS
1860
First Command Advisory Services
Texas
$203K +$1.41K +15 +0.7%
HIG
1861
Heritage Investment Group
Florida
$202K +$202K +2,142 New
IAS
1862
Investment Advisory Services
Texas
$202K -$12.7K -135 -6%
PTCG
1863
Pring Turner Capital Group
California
$202K +$202K +2,143 New
RSWM
1864
Robertson Stephens Wealth Management
California
$202K -$13.2K -138 -6%
DIP
1865
DT Investment Partners
Pennsylvania
$201K – – –
KCIC
1866
Kuhn & Co Investment Counsel
Illinois
$200K +$200K +2,131 New
CC
1867
Commons Capital
Massachusetts
$200K -$4.23K -45 -2%
PGWM
1868
Parisi Gray Wealth Management
New Jersey
$200K +$200K +2,126 New
WF
1869
Wayfinding Financial
Washington
$200K -$49.6K -527 -20%
PCMC
1870
Planning Capital Management Corporation
Pennsylvania
$199K +$199K +2,112 New
GIA
1871
GHP Investment Advisors
Colorado
$197K -$32.5K -345 -14%
VSQM
1872
V-Square Quantitative Management
Illinois
$193K – – –
ATC
1873
Adirondack Trust Company
New York
$192K -$9.72K -108 -5%
MHR
1874
Matthew Hamilton Rosenberg
$191K +$2.45K +26 +1%
ACM
1875
Adalta Capital Management
New York
$190K +$76.3K +800 +67%
73 74
75
76 77