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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 %
AFG
1951
Albion Financial Group
Utah
$82.5K +$82.5K +900 New
CWM
1952
Cranbrook Wealth Management
Michigan
$81.4K -$11.5K -125 -12%
QL
1953
Quarry LP
New York
$81.2K +$41.2K +450 +103%
HWA
1954
HHM Wealth Advisors
Tennessee
$78.7K -$25.2K -275 -24%
LTI
1955
Laffer Tengler Investments
Tennessee
$78.2K +$12K +131 +18%
AWM
1956
Atticus Wealth Management
Florida
$78.2K -$8.25K -90 -10%
BCM
1957
Basso Capital Management
Connecticut
$77.8K – – –
PCFFS
1958
Pacific Center for Financial Services
California
$77.4K – – –
GEA
1959
Glen Eagle Advisors
New Jersey
$76.9K +$4.58K +50 +6%
NOI
1960
Newton One Investments
Delaware
$76.6K +$1.01K +11 +1%
NCM
1961
Northwest Capital Management
Oregon
$74.6K -$40.3K -440 -35%
MCM
1962
MV Capital Management
Maryland
$73.7K -$4.67K -51 -6%
ITIM
1963
Indiana Trust & Investment Management
Indiana
$73.4K – – –
RTC
1964
Riverview Trust Company
Washington
$73.4K +$73.4K +801 New
FSWA
1965
Financial Synergies Wealth Advisors
Texas
$73.2K +$53.7K +586 +275%
CT
1966
Clearstead Trust
Maine
$72.4K +$9.16K +100 +14%
CAM
1967
Creekmur Asset Management
Illinois
$72K -$92 -1 -0.1%
GI
1968
Gradient Investments
Minnesota
$70.7K -$308K -3,365 -81%
NECFA
1969
New England Capital Financial Advisors
Connecticut
$69.4K +$825 +9 +1%
GIM
1970
Gold Investment Management
Alberta, Canada
$68.7K – – –
PK
1971
Pflug Koory
Nebraska
$68.3K +$1.83K +20 +3%
SWA
1972
SOA Wealth Advisors
New York
$66.3K +$458 +5 +0.7%
AA
1973
AlphaMark Advisors
Kentucky
$66K – – –
TFIPS
1974
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66K – – –
RWM
1975
Ruedi Wealth Management
Illinois
$65.8K +$6.23K +68 +10%
77 78
79
80 81