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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
31.99%
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 %
Optiver Holding
1851
Optiver Holding
Netherlands
$230K +$230K +2,267 New
CWM
1852
Concentrum Wealth Management
California
$229K -$507 -5 -0.2%
TCOO
1853
Trust Company of Oklahoma
Oklahoma
$229K -$12.8K -126 -5%
TNA
1854
True North Advisors
Texas
$229K +$3.45K +34 +2%
AGWCA
1855
Annis Gardner Whiting Capital Advisors
Florida
$229K +$12.3K +120 +6%
KFI
1856
Key Financial Inc
Pennsylvania
$229K – – –
SFP
1857
Shepherd Financial Partners
Massachusetts
$229K -$101 -1 -0%
ATC
1858
Adirondack Trust Company
New York
$228K +$11.6K +114 +5%
OPWM
1859
Oxinas Partners Wealth Management
Indiana
$228K +$228K +2,248 New
MWM
1860
MBE Wealth Management
Wisconsin
$228K +$228K +2,246 New
SWM
1861
Sugarloaf Wealth Management
Georgia
$227K +$1.62K +16 +0.7%
CA
1862
Commerzbank Aktiengesellschaft
Germany
$227K – – –
ACG
1863
Allen Capital Group
Nebraska
$226K +$226K +2,234 New
ESBC
1864
E.S. Barr & Co
Kentucky
$226K – – –
NG
1865
Northstar Group
New York
$225K -$63.3K -625 -22%
EWM
1866
Elite Wealth Management
Washington
$225K -$85.2K -841 -27%
ACM
1867
Adalta Capital Management
New York
$225K – – –
AI
1868
AXS Investments
New York
$225K -$10.4K -103 -4%
FCMA
1869
Foresight Capital Management Advisors
Michigan
$224K – – –
CIA
1870
Cladis Investment Advisory
Montana
$224K – – –
SP
1871
Successful Portfolios
Florida
$224K -$7.3K -72 -3%
SB
1872
Sunflower Bank
Texas
$223K -$18.8K -186 -8%
AWM
1873
AllSquare Wealth Management
New York
$223K – – –
MSA
1874
Marathon Strategic Advisors
Pennsylvania
$223K +$223K +2,202 New
CFM
1875
Catalyst Funds Management
Australia
$223K +$223K +2,200 New
73 74
75
76 77