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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 %
SCI
1876
Stableford Capital II
Arizona
$223K +$223K +2,055 New
DIP
1877
DT Investment Partners
Pennsylvania
$222K – – –
RFA
1878
Resurgent Financial Advisors
Georgia
$222K -$5.98K -59 -3%
GI
1879
Gradient Investments
Minnesota
$222K +$143K +1,415 +183%
TFA
1880
Teamwork Financial Advisors
Texas
$221K -$499K -4,928 -69%
BIG
1881
Brooklyn Investment Group
New York
$221K – – –
FZCM
1882
Flynn Zito Capital Management
New York
$220K +$220K +2,173 New
SBWIC
1883
Schaper Benz & Wise Investment Counsel
Wisconsin
$220K -$310K -3,058 -58%
TA
1884
TruWealth Advisors
Louisiana
$219K -$28.3K -279 -11%
AMIM
1885
Aull & Monroe Investment Management
Alabama
$219K -$20.3K -200 -8%
IWP
1886
Invenio Wealth Partners
Florida
$219K -$47.3K -467 -18%
BBA
1887
Braun-Bostich & Associates
Pennsylvania
$218K +$218K +2,154 New
UBV
1888
United Bank (Virginia)
Virginia
$218K +$218K +2,149 New
LWM
1889
LJI Wealth Management
Indiana
$218K +$218K +2,147 New
LWM
1890
Laidlaw Wealth Management
New York
$217K -$50.6K -499 -19%
PBO
1891
Peoples Bank (Ohio)
Ohio
$217K -$49.7K -490 -19%
KCIC
1892
Kuhn & Co Investment Counsel
Illinois
$216K +$216K +2,131 New
CC
1893
Commons Capital
Massachusetts
$216K +$216K +2,131 New
OFS
1894
OMC Financial Services
New York
$215K +$215K +2,125 New
LRWA
1895
Long Run Wealth Advisors
New York
$215K +$215K +2,120 New
EL
1896
EWA LLC
Pennsylvania
$215K +$215K +1,961 New
PTCG
1897
Pring Turner Capital Group
California
$215K +$215K +2,118 New
RPWA
1898
Regent Peak Wealth Advisors
Georgia
$214K +$214K +2,113 New
AP
1899
Appleton Partners
Massachusetts
$214K -$283K -2,794 -57%
MHWM
1900
Montz Harcus Wealth Management
Louisiana
$214K -$53.8K -531 -20%
74 75
76
77 78