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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 %
PG
1926
Patten Group
Tennessee
$256K – – –
CAM
1927
Costello Asset Management
Pennsylvania
$255K – – –
BBNA
1928
Bremer Bank National Association
Minnesota
$255K -$32.7K -269 -11%
RA
1929
Riverstone Advisors
Texas
$255K – – –
SIA
1930
Sage Investment Advisers
New York
$255K +$255K +2,097 New
NDSI
1931
Newman Dignan & Sheerar Inc
Rhode Island
$254K +$254K +1,950 New
PCM
1932
Passive Capital Management
Maryland
$253K – – –
FOA
1933
Five Oceans Advisors
California
$251K – – –
LC
1934
Lincoln Capital
Nebraska
$250K – – –
TCWA
1935
Turtle Creek Wealth Advisors
Texas
$250K +$250K +2,060 New
MLFP
1936
MPS Loria Financial Planners
Illinois
$250K -$729 -6 -0.3%
FFO
1937
Fortitude Family Office
Arizona
$249K +$211K +1,737 +546%
TNA
1938
True North Advisors
Texas
$249K -$25.4K -209 -9%
TW
1939
TritonPoint Wealth
Maryland
$248K +$248K +2,036 New
EBSAM
1940
Eubel Brady & Suttman Asset Management
Ohio
$248K -$74K -608 -23%
IUHSA
1941
Itau Unibanco Holding S.A.
Brazil
$248K +$248K +2,039 New
BWA
1942
BCU Wealth Advisors
Illinois
$247K +$971 +8 +0.4%
SCI
1943
Stableford Capital II
Arizona
$247K – – –
BCM
1944
Boltwood Capital Management
California
$247K +$4.86K +40 +2%
JCM
1945
Jacobsen Capital Management
Utah
$246K +$2.55K +21 +1%
ML
1946
McAdam LLC
Pennsylvania
$246K +$246K +2,027 New
TIA
1947
Tandem Investment Advisors
South Carolina
$246K +$3.15K +26 +1%
B
1948
Bailard
California
$246K +$2.91K +24 +1%
SWM
1949
Scissortail Wealth Management
Oklahoma
$246K -$42.5M -2,075 -99%
ERWM
1950
Elk River Wealth Management
Colorado
$246K – – –
76 77
78
79 80