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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 %
ACP
2001
Aveo Capital Partners
Colorado
$226K -$24.3K -200 -10%
DCM
2002
DGS Capital Management
New Jersey
$226K +$226K +1,865 New
PEA
2003
Park Edge Advisors
Ohio
$226K +$226K +1,862 New
VFPW
2004
Vantage Financial Partners (Wisconsin)
Wisconsin
$225K +$225K +1,857 New
AI
2005
AXS Investments
New York
$225K -$43.8K -361 -16%
MFG
2006
Mosaic Financial Group
Illinois
$225K +$225K +1,851 New
MHWM
2007
Montz Harcus Wealth Management
Louisiana
$225K -$31.2K -257 -12%
PWG
2008
Private Wealth Group
Florida
$225K +$225K +1,850 New
FBB
2009
Fulton Breakefield Broenniman
Maryland
$225K +$225K +1,850 New
HHRDM
2010
H&H Retirement Design & Management
Nevada
$224K +$224K +1,863 New
AIA
2011
Angeles Investment Advisors
California
$224K +$224K +1,847 New
CM
2012
Cercano Management
Washington
$224K +$224K +1,847 New
AA
2013
ACT Advisors
North Carolina
$224K +$224K +1,847 New
AWM
2014
Allen Wealth Management
North Carolina
$224K +$224K +1,844 New
SGC
2015
Slocum, Gordon & Co
Rhode Island
$223K +$364 +3 +0.2%
CFS
2016
Commonwealth Financial Services
West Virginia
$223K +$223K +1,850 New
NC
2017
NBW Capital
Massachusetts
$223K +$223K +1,834 New
WEG
2018
World Equity Group
Illinois
$222K -$122K -1,002 -35%
FCAS
2019
First Command Advisory Services
Texas
$222K -$15.3K -126 -6%
LFA
2020
Longview Financial Advisors
Alabama
$221K +$221K +1,822 New
EIA
2021
Eastover Investment Advisors
North Carolina
$221K +$221K +1,820 New
RS
2022
Retirement Solution
Washington
$221K +$221K +1,817 New
BWM
2023
BlackDiamond Wealth Management
New York
$220K +$220K +1,769 New
CPRC
2024
Consolidated Portfolio Review Corp
New York
$220K +$220K +1,809 New
MLL
2025
Moody Lynn & Lieberson
Massachusetts
$220K +$220K +1,809 New
79 80
81
82 83