PM icon

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 %
FPFS
2026
First Personal Financial Services
North Carolina
$31K
BC
2027
Barrett & Company
Rhode Island
$31K
PO
2028
Private Ocean
California
$31K
SHIM
2029
Stone House Investment Management
Pennsylvania
$29.7K +$377 +4 +1%
PP
2030
Paloma Partners
Connecticut
$29.4K +$29.4K +312 New
WAS
2031
Winch Advisory Services
Wisconsin
$28.6K +$377 +4 +1%
CCC
2032
Chelsea Counsel Company
California
$28.6K -$16.9K -177 -37%
BFPW
2033
BOK Financial Private Wealth
Colorado
$28.6K
NL
2034
NVWM LLC
Pennsylvania
$28.6K
SC
2035
Sawyer & Company
Massachusetts
$28K
SAG
2036
Spotlight Asset Group
Illinois
$26.5K
AS
2037
Altshuler Shaham
Israel
$26.3K -$941 -10 -3%
CTWM
2038
Cherry Tree Wealth Management
Minnesota
$25.3K
ADL
2039
Asset Dedication LLC
California
$25K -$45.7K -484 -65%
NRG
2040
Nemes Rush Group
Michigan
$25K +$940 +10 +4%
TC
2041
Trust Company
Kansas
$24.8K
SA
2042
Scarborough Advisors
Maryland
$24.5K +$24.5K +260 New
JFA
2043
JNBA Financial Advisors
Minnesota
$23.5K
FFA
2044
Frazier Financial Advisors
Ohio
$22.9K +$22.9K +243 New
TWD
2045
True Wealth Design
Ohio
$22.8K +$282 +3 +1%
MCA
2046
Maryland Capital Advisors
Maryland
$22.5K
AP
2047
Aspect Partners
Virginia
$22.1K +$22.1K +235 New
UOTTAIMCU
2048
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$22.1K +$22.1K +235 New
PP
2049
PFS Partners
New Jersey
$22K
OAJ
2050
Ogorek Anthony Joseph
New York
$22K