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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 %
OPOWM
1851
One Plus One Wealth Management
Florida
$210K – – –
WAM
1852
WFA Asset Management
Wisconsin
$209K +$2.57K +28 +1%
IA
1853
Insight Advisors
Pennsylvania
$209K -$21.7K -237 -9%
SP
1854
Successful Portfolios
Florida
$209K -$103K -1,121 -33%
GFL
1855
Granite FO LLC
New Hampshire
$208K – – –
BAM
1856
Bellevue Asset Management
Washington
$208K +$183 +2 +0.1%
MWA
1857
Midland Wealth Advisors
Illinois
$208K -$9.62K -105 -4%
EP
1858
Eudaimonia Partners
Tennessee
$208K -$19.6K -214 -9%
CWM
1859
Concentrum Wealth Management
California
$208K +$7.15K +78 +4%
KFI
1860
Key Financial Inc
Pennsylvania
$207K – – –
SFP
1861
Shepherd Financial Partners
Massachusetts
$207K +$3.12K +34 +2%
BOPW
1862
Brandywine Oak Private Wealth
Pennsylvania
$207K +$207K +2,256 New
RFA
1863
Resurgent Financial Advisors
Georgia
$206K -$458 -5 -0.2%
FWM
1864
Finer Wealth Management
Massachusetts
$206K – – –
QC
1865
Quent Capital
New York
$205K -$41.6K -454 -17%
CA
1866
Commerzbank Aktiengesellschaft
Germany
$205K – – –
LCWP
1867
Legacy Capital Wealth Partners
Arkansas
$205K -$592K -6,060 -74%
ESBC
1868
E.S. Barr & Co
Kentucky
$204K -$282K -3,083 -58%
TNA
1869
True North Advisors
Texas
$204K -$5.86K -64 -3%
MAWA
1870
Moss Adams Wealth Advisors
Washington
$204K +$204K +2,197 New
SWM
1871
Sugarloaf Wealth Management
Georgia
$204K -$14.5K -158 -7%
ACM
1872
Adalta Capital Management
New York
$203K +$18.6K +200 +10%
FCMA
1873
Foresight Capital Management Advisors
Michigan
$203K – – –
MAV
1874
Mason & Associates (Virginia)
Virginia
$203K +$203K +2,211 New
CIA
1875
Cladis Investment Advisory
Montana
$202K -$1.83K -20 -0.9%
73 74
75
76 77