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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 %
HIM
1901
Hillsdale Investment Management
Ontario, Canada
$156K +$27.5K +300 +21%
POIA
1902
Pin Oak Investment Advisors
Texas
$153K – – –
CHC
1903
City Holding Co
West Virginia
$152K -$20.6K -225 -12%
CWM
1904
CarsonAllaria Wealth Management
Illinois
$152K -$26.3K -287 -15%
MIM
1905
Meridiem Investment Management
United Kingdom
$147K – – –
SGC
1906
Slocum, Gordon & Co
Rhode Island
$144K – – –
BGAI
1907
Bruce G. Allen Investments
Colorado
$140K -$25.9K -283 -16%
SIS
1908
Sound Income Strategies
Florida
$140K -$140K -1,523 -50%
BL
1909
BFSG LLC
California
$137K -$5.22K -57 -4%
HBW
1910
Hazlett, Burt & Watson
West Virginia
$136K +$184 +2 +0.1%
CFS
1911
CGC Financial Services
Oregon
$133K – – –
GWP
1912
Gen-Wealth Partners
Michigan
$131K +$131K +1,435 New
UIA
1913
Ulland Investment Advisors
Minnesota
$130K -$9.63K -105 -7%
SN
1914
Sittner & Nelson
Oregon
$130K +$366 +4 +0.3%
PWM
1915
Partnership Wealth Management
Maryland
$128K – – –
WPA
1916
West Paces Advisors
Georgia
$128K +$2.57K +28 +2%
AIM
1917
Acropolis Investment Management
Missouri
$126K – – –
KLWA
1918
Kelly Lawrence W & Associates
California
$125K – – –
FFWM
1919
Future Financial Wealth Management
Ohio
$125K +$125K +1,362 New
DJSG
1920
D.J. St. Germain
Massachusetts
$120K -$28.2K -308 -19%
FFC
1921
First Financial Corp
Indiana
$117K -$24K -262 -17%
FCT
1922
First Community Trust
Iowa
$115K – – –
AIC
1923
Archer Investment Corporation
Indiana
$112K +$1.47K +16 +1%
CM
1924
Capula Management
Cayman Islands
$112K +$112K +1,223 New
PP
1925
PrairieView Partners
Minnesota
$110K – – –
75 76
77
78 79