PM icon

Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1951
Basso Capital Management
Connecticut
$79.9K +$79.9K +849 New
PCFFS
1952
Pacific Center for Financial Services
California
$79.5K – – –
NOI
1953
Newton One Investments
Delaware
$77.6K +$1.13K +12 +1%
ITIM
1954
Indiana Trust & Investment Management
Indiana
$75.4K – – –
GEA
1955
Glen Eagle Advisors
New Jersey
$74.3K -$1.41K -15 -2%
CAM
1956
Creekmur Asset Management
Illinois
$74.1K +$74.1K +787 New
Twin Tree Management
1957
Twin Tree Management
Texas
$72.2K +$72.2K +767 New
RS
1958
Rakuten Securities
Japan
$71.7K +$71.7K +762 New
GIM
1959
Gold Investment Management
Alberta, Canada
$70.6K +$70.6K +750 New
NECFA
1960
New England Capital Financial Advisors
Connecticut
$70.4K +$753 +8 +1%
PK
1961
Pflug Koory
Nebraska
$68.2K – – –
LTI
1962
Laffer Tengler Investments
Tennessee
$68K +$5.65K +60 +9%
AA
1963
AlphaMark Advisors
Kentucky
$68K – – –
CPG
1964
Cornerstone Planning Group
New Jersey
$67.9K -$2.35K -25 -3%
TFIPS
1965
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.7K +$67.7K +720 New
SWA
1966
SOA Wealth Advisors
New York
$67.6K +$564 +6 +0.8%
FWA
1967
FSC Wealth Advisors
New York
$67.4K – – –
PWMG
1968
Private Wealth Management Group
New Jersey
$65.9K +$65.9K +700 New
TCM
1969
TD Capital Management
Tennessee
$65.9K +$659 +7 +1%
CT
1970
Clearstead Trust
Maine
$64.9K – – –
CAC
1971
Core Alternative Capital
Georgia
$61.9K -$305K -3,238 -83%
T
1972
Tidemark
California
$61.5K +$61.5K +653 New
TCCM
1973
Timber Creek Capital Management
Massachusetts
$61.2K – – –
RWM
1974
Ruedi Wealth Management
Illinois
$61.2K – – –
BLC
1975
Brown, Lisle/Cummings
Rhode Island
$59.7K +$59.7K +635 New
77 78
79
80 81