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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 %
AWM
1876
AllSquare Wealth Management
New York
$202K -$4.95K -54 -2%
DIP
1877
DT Investment Partners
Pennsylvania
$201K – – –
CFA
1878
Cahill Financial Advisors
Minnesota
$201K +$201K +2,195 New
HIM
1879
Hanlon Investment Management
New Jersey
$201K +$201K +2,190 New
MMA
1880
Miracle Mile Advisors
California
$201K +$201K +2,189 New
CA
1881
Corrado Advisors
New Jersey
$200K +$200K +2,186 New
CAM
1882
Costello Asset Management
Pennsylvania
$197K -$20.6K -225 -9%
AGWCA
1883
Annis Gardner Whiting Capital Advisors
Florida
$196K +$24.3K +261 +14%
ATC
1884
Adirondack Trust Company
New York
$196K – – –
ANBT
1885
American National Bank & Trust
Texas
$188K +$29K +317 +18%
VSQM
1886
V-Square Quantitative Management
Illinois
$188K – – –
NC
1887
nVerses Capital
Florida
$183K +$183K +2,000 New
PPP
1888
Private Portfolio Partners
New Jersey
$180K +$180K +1,967 New
FCAS
1889
First Command Advisory Services
Texas
$179K -$16.8K -185 -9%
PCMC
1890
Planning Capital Management Corporation
Pennsylvania
$176K -$17.5K -191 -9%
AAG
1891
Accordant Advisory Group
Maryland
$174K +$174K +1,903 New
RBC
1892
Roble Belko & Company
Pennsylvania
$174K -$45.8K -500 -21%
PCTC
1893
Perkins Coie Trust Company
Washington
$172K – – –
CB
1894
Community Bank
New York
$164K – – –
TIM
1895
Thompson Investment Management
Wisconsin
$163K – – –
Loomis, Sayles & Company
1896
Loomis, Sayles & Company
Massachusetts
$163K -$89.5K -975 -35%
AAP
1897
Arax Advisory Partners
Colorado
$162K -$6.5K -71 -4%
GIA
1898
GHP Investment Advisors
Colorado
$160K -$31.8K -347 -17%
MHR
1899
Matthew Hamilton Rosenberg
$158K -$27.6K -302 -15%
CTA
1900
Colonial Trust Advisors
South Carolina
$157K -$2.02K -22 -1%
74 75
76
77 78