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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 %
BWA
1926
BCU Wealth Advisors
Illinois
$205K +$205K +2,027 New
RWP
1927
Revolve Wealth Partners
New Jersey
$205K +$205K +2,027 New
ERWM
1928
Elk River Wealth Management
Colorado
$205K +$205K +2,000 New
JWM
1929
JFG Wealth Management
Colorado
$204K +$204K +2,013 New
JCM
1930
Jacobsen Capital Management
Utah
$203K +$203K +2,007 New
TIA
1931
Tandem Investment Advisors
South Carolina
$203K -$31.8K -314 -14%
GBWM
1932
Granite Bay Wealth Management
New Hampshire
$203K +$203K +2,000 New
SIA
1933
Soltis Investment Advisors
Utah
$203K +$203K +2,003 New
B
1934
Bailard
California
$203K -$1.52M -15,030 -88%
IFS
1935
Ifrah Financial Services
Arkansas
$203K +$203K +2,000 New
OWMIAS
1936
One Wealth Management Investment & Advisory Services
Florida
$202K +$202K +1,995 New
SIG
1937
Spinnaker Investment Group
California
$202K +$202K +1,994 New
BF
1938
Blankinship & Foster
California
$202K +$202K +1,993 New
BCM
1939
Boltwood Capital Management
California
$202K +$202K +1,991 New
RIA
1940
Richwood Investment Advisors
Ohio
$202K -$37.5K -370 -16%
BSSFA
1941
Baron Silver Stevens Financial Advisors
Florida
$201K -$66.7K -658 -25%
THL
1942
Tillman Hartley LLC
Colorado
$201K +$201K +1,980 New
VSQM
1943
V-Square Quantitative Management
Illinois
$200K -$7.9K -78 -4%
FCAS
1944
First Command Advisory Services
Texas
$198K -$1.72K -17 -0.9%
BGAI
1945
Bruce G. Allen Investments
Colorado
$196K +$40.8K +403 +26%
BSB
1946
Bangor Savings Bank
Maine
$195K -$311K -3,067 -61%
RBC
1947
Roble Belko & Company
Pennsylvania
$193K – – –
BAM
1948
Byrne Asset Management
New Jersey
$192K -$48.8K -480 -20%
PCTC
1949
Perkins Coie Trust Company
Washington
$190K – – –
QC
1950
Quent Capital
New York
$190K -$37.1K -366 -16%
76 77
78
79 80