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Philip Morris

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
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1976
Baystate Wealth Management
Massachusetts
$59.3K +$1.04K +11 +2%
TC
1977
Tacita Capital
Ontario, Canada
$59.3K -$18.8K -200 -24%
CCA
1978
Criterion Capital Advisors
Tennessee
$58.9K +$58.9K +626 New
TVWM
1979
Tower View Wealth Management
Wisconsin
$57K +$467 +5 +0.8%
WBC
1980
West Branch Capital
Massachusetts
$56.4K -$28.2K -300 -33%
EC
1981
EntryPoint Capital
New York
$54.8K +$54.8K +583 New
KWAG
1982
Kiely Wealth Advisory Group
North Carolina
$52.7K +$52.7K +577 New
LFA
1983
Livelsberger Financial Advisory
Ohio
$52.6K +$52.6K +559 New
M
1984
MOTCO
Texas
$52K -$31.8K -338 -38%
NA
1985
Nordwand Advisors
Pennsylvania
$50.9K
OA
1986
Operose Advisors
Wisconsin
$50.8K -$112K -1,194 -69%
GWSA
1987
Global Wealth Strategies & Associates
Colorado
$49.9K
WCM
1988
Winthrop Capital Management
Indiana
$49.3K +$49.3K +524 New
BBPWM
1989
Blue Bell Private Wealth Management
Pennsylvania
$49.1K
CH
1990
Canton Hathaway
Rhode Island
$49K
BSC
1991
Brown Shipley & Co
United Kingdom
$48.9K
FCMT
1992
Founders Capital Management (Texas)
Texas
$47.9K
AWM
1993
Activest Wealth Management
Florida
$47K +$44.4K +472 +1,686%
HGA
1994
Hobbs Group Advisors
South Carolina
$46.8K +$46.8K +497 New
HC
1995
Hoese & Co
Minnesota
$46.7K
TLA
1996
Tanglewood Legacy Advisors
Texas
$45.8K
PA
1997
PSI Advisors
Florida
$45K +$9.49K +101 +27%
C
1998
Covestor
United Kingdom
$45K +$564 +6 +1%
IFS
1999
Intelligent Financial Strategies
Minnesota
$44.8K
WWM
2000
Wolff Wiese Magana
California
$44.5K -$7.72K -82 -15%