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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 %
AIG
176
American International Group
New York
$37.7M -$236K -2,505 -0.6%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$37.6M +$615K +6,533 +2%
State of Tennessee, Department of Treasury
178
State of Tennessee, Department of Treasury
Tennessee
$36.6M -$24.8M -263,381 -40%
MIM
179
MetLife Investment Management
New Jersey
$35.5M -$669K -7,111 -2%
Schroder Investment Management Group
180
Schroder Investment Management Group
United Kingdom
$35.4M -$7.21M -76,674 -17%
CAM
181
Close Asset Management
United Kingdom
$35.4M -$701K -7,455 -2%
AB
182
Amalgamated Bank
New York
$35.1M -$1.7M -18,022 -5%
BWC
183
Blue Whale Capital
United Kingdom
$33.9M +$15.6M +166,000 +86%
CIS
184
Capital International Sarl
California
$33.7M +$3.51M +37,302 +12%
Capital Fund Management (CFM)
185
Capital Fund Management (CFM)
France
$32.6M +$23.6M +250,513 +260%
Jane Street
186
Jane Street
New York
$32.6M -$23.2M -246,340 -42%
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$32M +$2.62M +27,830 +9%
WPC
188
Waters Parkerson & Co
Louisiana
$31.8M -$186K -1,977 -0.6%
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$31.7M -$8.43M -89,575 -21%
MAM
190
Martingale Asset Management
Massachusetts
$31.6M +$45.7K +486 +0.1%
VDI
191
Vaughan David Investments
Illinois
$31M +$533K +5,670 +2%
Mirae Asset Global Investments
192
Mirae Asset Global Investments
South Korea
$31M -$2M -21,273 -6%
OAM
193
Oppenheimer Asset Management
New York
$30.9M -$1.49M -15,818 -5%
TPSF
194
Texas Permanent School Fund
Texas
$30.2M +$37.3K +396 +0.1%
FFA
195
First Foundation Advisors
California
$30M -$668K -7,096 -2%
FCI
196
Financial Counselors Inc
Kansas
$29.4M +$249K +2,650 +0.9%
CFB
197
Cullen/Frost Bankers
Texas
$29.3M +$426K +4,531 +1%
Creative Planning
198
Creative Planning
Kansas
$28.9M +$1.62M +17,214 +6%
TRSOTSOK
199
Teachers Retirement System of the State of Kentucky
Kentucky
$28.8M -$1.34M -14,268 -4%
Mariner
200
Mariner
Kansas
$28M -$607K -6,453 -2%
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