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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 %
SFG
1851
SNS Financial Group
Minnesota
$292K -$18.2K -148 -6%
BWM
1852
BKM Wealth Management
Wisconsin
$291K +$291K +2,398 New
IIA
1853
Integral Investment Advisors
California
$291K -$22.9K -189 -7%
SWP
1854
ShoreHaven Wealth Partners
New Jersey
$291K – – –
APF
1855
Alaska Permanent Fund
Alaska
$291K – – –
LPAM
1856
Lodestar Private Asset Management
California
$291K – – –
WAM
1857
WFA Asset Management
Wisconsin
$290K +$8.98K +74 +3%
SAM
1858
Seelaus Asset Management
New Jersey
$290K -$30.4K -250 -9%
WA
1859
Wealthstream Advisors
New York
$289K +$4.13K +34 +1%
JGC
1860
J. Goldman & Co
New York
$288K +$288K +2,374 New
LWM
1861
Liberty Wealth Management
California
$288K -$865K -7,112 -75%
SAM
1862
Summit Asset Management
Tennessee
$288K +$364 +3 +0.1%
FCFC
1863
First Citizens Financial Corp
Iowa
$287K – – –
RB
1864
Renasant Bank
Mississippi
$286K -$62.8K -517 -18%
WFPG
1865
Waller Financial Planning Group
Ohio
$285K +$285K +2,350 New
C1AG
1866
Client 1st Advisory Group
Florida
$285K +$285K +2,349 New
MSA
1867
McAlister Sweet & Associates
Texas
$283K – – –
AHC
1868
Adell Harriman & Carpenter
Texas
$281K – – –
FHC
1869
First Heartland Consultants
Missouri
$280K -$485 -4 -0.2%
IA
1870
Insight Advisors
Pennsylvania
$280K +$728 +6 +0.3%
BIM
1871
Baldwin Investment Management
Pennsylvania
$279K -$18.2K -150 -6%
MTIC
1872
Missouri Trust & Investment Company
Missouri
$279K – – –
ECG
1873
Edge Capital Group
Georgia
$279K -$40.1K -330 -13%
HWM
1874
Hemington Wealth Management
Virginia
$279K +$279K +2,108 New
SB
1875
Sunflower Bank
Texas
$279K +$11.4K +94 +4%
73 74
75
76 77