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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 %
FWA
1976
FSC Wealth Advisors
New York
$65.5K -$92 -1 -0.1%
TCM
1977
TD Capital Management
Tennessee
$64.8K +$641 +7 +1%
PWMG
1978
Private Wealth Management Group
New Jersey
$64.1K – – –
TC
1979
Tacita Capital
Ontario, Canada
$61.5K +$3.76K +41 +7%
TCCM
1980
Timber Creek Capital Management
Massachusetts
$59.6K – – –
BLC
1981
Brown, Lisle/Cummings
Rhode Island
$58.2K – – –
CPG
1982
Cornerstone Planning Group
New Jersey
$56.5K -$13.8K -142 -20%
CCA
1983
Criterion Capital Advisors
Tennessee
$55K -$2.38K -26 -4%
WBC
1984
West Branch Capital
Massachusetts
$55K – – –
BP
1985
BNP Paribas
France
$55K +$55K +600 New
KWAG
1986
Kiely Wealth Advisory Group
North Carolina
$54.9K – – –
GWSA
1987
Global Wealth Strategies & Associates
Colorado
$54.8K +$6.23K +68 +13%
BHWM
1988
Beaird Harris Wealth Management
Texas
$54.6K +$41.7K +455 +323%
PA
1989
Pineridge Advisors
Missouri
$53.4K -$24.4K -267 -31%
MUMSS
1990
Mitsubishi UFJ Morgan Stanley Securities
Japan
$53.1K -$373K -4,066 -88%
CSWM
1991
Cassady Schiller Wealth Management
Ohio
$52.7K +$39K +426 +286%
ETS
1992
ESL Trust Services
New York
$52.7K +$52.7K +575 New
LFG
1993
Larson Financial Group
Missouri
$51K +$8.62K +94 +20%
M
1994
MOTCO
Texas
$50.4K -$275 -3 -0.5%
MSWM
1995
Mowery & Schoenfeld Wealth Management
Illinois
$50.3K +$50.3K +549 New
NA
1996
Nordwand Advisors
Pennsylvania
$49.6K – – –
OA
1997
Operose Advisors
Wisconsin
$49.5K – – –
CH
1998
Canton Hathaway
Rhode Island
$48K – – –
BBPWM
1999
Blue Bell Private Wealth Management
Pennsylvania
$47.8K – – –
BSC
2000
Brown Shipley & Co
United Kingdom
$47.4K -$183 -2 -0.4%
78 79
80
81 82