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Philip Morris
PM

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 %
SFS
1976
Security Financial Services
Indiana
$235K +$235K +1,934 New
IIC
1977
Integrated Investment Consultants
Michigan
$234K +$234K +1,926 New
VCAM
1978
Van Cleef Asset Management
Ohio
$233K +$233K +1,920 New
RIA
1979
Richwood Investment Advisors
Ohio
$233K -$8.5K -70 -4%
GL
1980
Gerber LLC
Ohio
$232K +$232K +1,912 New
PPP
1981
Private Portfolio Partners
New Jersey
$232K +$232K +1,911 New
SSWM
1982
Sheets Smith Wealth Management
North Carolina
$232K -$300K -2,470 -56%
BGAI
1983
Bruce G. Allen Investments
Colorado
$232K -$3.28K -27 -1%
RBC
1984
Roble Belko & Company
Pennsylvania
$231K – – –
LK
1985
Lumbard & Kellner
New Hampshire
$231K +$231K +1,900 New
KIM
1986
Kestra Investment Management
Texas
$231K +$231K +1,899 New
CIC
1987
Cutler Investment Counsel
Oregon
$231K -$24.6K -200 -10%
LAM
1988
L2 Asset Management
Massachusetts
$230K -$51.2K -422 -18%
WA
1989
Waddell & Associates
Tennessee
$230K +$230K +1,895 New
Loomis, Sayles & Company
1990
Loomis, Sayles & Company
Massachusetts
$230K +$15.7K +129 +7%
QC
1991
Quent Capital
New York
$230K +$2.79K +23 +1%
FA
1992
Fiduciary Alliance
South Carolina
$229K +$229K +1,886 New
MCWS
1993
McKinley Carter Wealth Services
West Virginia
$229K -$62.6K -516 -22%
IPW
1994
Intergy Private Wealth
Colorado
$228K +$228K +1,879 New
LC
1995
Landaas & Company
Wisconsin
$228K -$20.3K -167 -8%
CCM
1996
Crew Capital Management
Ohio
$228K +$228K +1,876 New
PCTC
1997
Perkins Coie Trust Company
Washington
$228K – – –
BBA
1998
Braun-Bostich & Associates
Pennsylvania
$227K -$34.2K -282 -13%
FA
1999
Fagan Associates
New York
$227K +$227K +1,872 New
UOTTAIMCU
2000
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$227K -$854K -7,033 -79%
78 79
80
81 82