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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
30.97%
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 %
WPWM
2026
Western Pacific Wealth Management
Illinois
$33.7K -$4.58K -50 -12%
FFWA
2027
FRG Family Wealth Advisors
Washington
$33.3K +$33.3K +351 New
BCM
2028
Blume Capital Management
California
$32.1K – – –
FRA
2029
Front Row Advisors
California
$32K +$32K +344 New
HF
2030
Halpern Financial
Virginia
$31.9K – – –
WIA
2031
Wetzel Investment Advisors
Indiana
$31.2K -$6.84K -75 -18%
PWA
2032
Provenance Wealth Advisors
Florida
$30.9K – – –
BC
2033
Barrett & Company
Rhode Island
$30.2K – – –
PO
2034
Private Ocean
California
$30.1K – – –
NL
2035
NVWM LLC
Pennsylvania
$30K +$2.14K +23 +8%
ADL
2036
Asset Dedication LLC
California
$30K +$4.76K +50 +19%
BIA
2037
Bell Investment Advisors
California
$30K -$4.58K -50 -13%
BWAM
2038
Boyd Watterson Asset Management
Ohio
$29.5K +$21.1K +230 +250%
SHIM
2039
Stone House Investment Management
Pennsylvania
$29.3K +$458 +5 +2%
WAS
2040
Winch Advisory Services
Wisconsin
$28.3K +$458 +5 +2%
CCC
2041
Chelsea Counsel Company
California
$27.9K – – –
BFPW
2042
BOK Financial Private Wealth
Colorado
$27.9K – – –
FPFS
2043
First Personal Financial Services
North Carolina
$27.5K -$2.75K -30 -9%
SC
2044
Sawyer & Company
Massachusetts
$27.5K – – –
SAG
2045
Spotlight Asset Group
Illinois
$26.2K – – –
WWP
2046
WR Wealth Planners
Missouri
$25.9K +$25.9K +283 New
RFG
2047
REAP Financial Group
Texas
$24.8K -$122K -1,325 -83%
CTWM
2048
Cherry Tree Wealth Management
Minnesota
$24.6K – – –
KIG
2049
Kessler Investment Group
Indiana
$24.6K +$24.6K +268 New
AS
2050
Altshuler Shaham
Israel
$24.3K -$1.37K -15 -5%
80 81
82
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