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Philip Morris
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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 %
TFA
1951
Teamwork Financial Advisors
Texas
$245K -$19.4K -160 -7%
LA
1952
LexAurum Advisors
Kansas
$245K +$245K +2,015 New
AGWCA
1953
Annis Gardner Whiting Capital Advisors
Florida
$244K -$30.1K -245 -11%
RWP
1954
Revolve Wealth Partners
New Jersey
$244K -$2.55K -21 -1%
MCC
1955
Money Concepts Capital
Florida
$243K +$243K +2,000 New
IFS
1956
Ifrah Financial Services
Arkansas
$243K – – –
JSAM
1957
J. Safra Asset Management
New York
$242K +$101K +839 +72%
LT
1958
Legacy Trust
Michigan
$242K +$242K +1,996 New
SIG
1959
Spinnaker Investment Group
California
$242K – – –
BF
1960
Blankinship & Foster
California
$242K – – –
TAM
1961
Tucker Asset Management
Colorado
$242K +$237K +1,951 +4,878%
BSSFA
1962
Baron Silver Stevens Financial Advisors
Florida
$241K – – –
EWM
1963
Elevatus Welath Management
New York
$241K -$12.9K -106 -5%
THL
1964
Tillman Hartley LLC
Colorado
$240K – – –
SSWM
1965
Strait & Sound Wealth Management
California
$240K -$118K -973 -33%
BFPW
1966
BOK Financial Private Wealth
Colorado
$239K +$203K +1,650 +550%
PTCG
1967
Pring Turner Capital Group
California
$239K -$18.2K -150 -7%
VC
1968
Veery Capital
Delaware
$239K +$239K +1,968 New
WIC
1969
Wilkins Investment Counsel
Massachusetts
$238K +$238K +1,957 New
PWH
1970
Priebe Wealth Holdings
Minnesota
$237K -$55.4K -456 -19%
BMMM
1971
Boston Mountain Money Management
Arkansas
$237K +$237K +1,951 New
FCA
1972
Fortis Capital Advisors
Kansas
$236K +$236K +1,946 New
MA
1973
Mezzasalma Advisors
New Jersey
$236K +$236K +1,945 New
TFG
1974
Tilson Financial Group
New Jersey
$236K +$236K +1,945 New
RFS
1975
Richardson Financial Services
Massachusetts
$236K +$3.56K +35 +2%
77 78
79
80 81