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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 %
TVWM
2001
Tower View Wealth Management
Wisconsin
$45.8K -$10.1K -110 -18%
CJL
2002
Cyrus J. Lawrence
New York
$45K +$45K +500 New
HC
2003
Hoese & Co
Minnesota
$45K – – –
TLA
2004
Tanglewood Legacy Advisors
Texas
$44.6K – – –
PA
2005
PSI Advisors
Florida
$43.9K – – –
IFS
2006
Intelligent Financial Strategies
Minnesota
$43.7K – – –
WWM
2007
Wolff Wiese Magana
California
$43.3K – – –
CWP
2008
Concord Wealth Partners
Virginia
$42.8K +$6.68K +73 +18%
FFA
2009
Frazier Financial Advisors
Ohio
$42.2K +$20K +218 +90%
MFA
2010
McClarren Financial Advisors
Pennsylvania
$42K +$276 +3 +0.7%
AFS
2011
Annapolis Financial Services
Maryland
$40.3K – – –
MLA
2012
MB, Levis & Associates
Pennsylvania
$40K – – –
SIM
2013
Studio Investment Management
Illinois
$39K – – –
PCA
2014
Providence Capital Advisors
North Carolina
$38.8K +$2.2K +24 +6%
VF
2015
VitalStone Financial
Texas
$38K – – –
PIS
2016
POM Investment Strategies
North Carolina
$37.6K +$550 +6 +1%
ME
2017
McIlrath & Eck
Washington
$37.1K +$18.3K +200 +98%
SSG
2018
Summit Securities Group
New York
$37K +$37K +400 New
EIM
2019
Essex Investment Management
Massachusetts
$36.8K – – –
SWC
2020
Spectrum Wealth Counsel
Indiana
$36.6K – – –
BSWA
2021
Bromfield Sneider Wealth Advisors
Massachusetts
$36.1K – – –
DFA
2022
DHJJ Financial Advisors
Illinois
$35.6K – – –
FCMT
2023
Founders Capital Management (Texas)
Texas
$34.7K -$11.9K -130 -26%
PWMG
2024
Prestige Wealth Management Group
New Jersey
$34.7K -$5.39K -58 -13%
T
2025
Tidemark
California
$33.9K -$25.9K -283 -43%
79 80
81
82 83