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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
31.98%
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 %
SGC
1951
Slocum, Gordon & Co
Rhode Island
$186K +$26.3K +260 +17%
FC
1952
Fairscale Capital
New Hampshire
$184K +$184K +1,732 New
CB
1953
Community Bank
New York
$181K – – –
TIM
1954
Thompson Investment Management
Wisconsin
$181K – – –
SIS
1955
Sound Income Strategies
Florida
$180K +$24.9K +246 +16%
Loomis, Sayles & Company
1956
Loomis, Sayles & Company
Massachusetts
$179K -$1.01K -10 -0.6%
ANBT
1957
American National Bank & Trust
Texas
$179K -$29.2K -288 -14%
PCMC
1958
Planning Capital Management Corporation
Pennsylvania
$174K -$20.5K -202 -11%
FNWA
1959
Financial Network Wealth Advisors
Utah
$173K +$173K +1,696 New
GIA
1960
GHP Investment Advisors
Colorado
$171K -$6.28K -62 -4%
POIA
1961
Pin Oak Investment Advisors
Texas
$170K – – –
CTA
1962
Colonial Trust Advisors
South Carolina
$167K -$6.79K -67 -4%
CAS
1963
Coppell Advisory Solutions
Texas
$166K +$166K +1,636 New
EC
1964
Elequin Capital
New York
$162K +$152K +1,499 +1,484%
QL
1965
Quarry LP
New York
$161K +$70.9K +700 +79%
MHR
1966
Matthew Hamilton Rosenberg
$158K -$17.2K -170 -10%
AAP
1967
Arax Advisory Partners
Colorado
$156K -$23.4K -231 -13%
CHC
1968
City Holding Co
West Virginia
$155K -$13K -128 -8%
SIS
1969
Strategic Investment Solutions
Illinois
$152K +$152K +1,372 New
BL
1970
BFSG LLC
California
$151K – – –
CM
1971
Capula Management
Cayman Islands
$148K +$24.1K +238 +19%
GWP
1972
Gen-Wealth Partners
Michigan
$145K – – –
UIA
1973
Ulland Investment Advisors
Minnesota
$144K – – –
SN
1974
Sittner & Nelson
Oregon
$144K +$304 +3 +0.2%
PWM
1975
Partnership Wealth Management
Maryland
$142K +$405 +4 +0.3%
77 78
79
80 81