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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 %
FPCP
2026
Fort Point Capital Partners
California
$219K +$219K +1,803 New
APG
2027
Abacus Planning Group
South Carolina
$219K +$219K +1,803 New
HCMT
2028
Highland Capital Management (Tennessee)
Tennessee
$218K +$218K +1,799 New
CPA
2029
Court Place Advisors
Maryland
$218K +$218K +1,795 New
GAM
2030
Gemmer Asset Management
California
$218K +$218K +1,794 New
MFWP
2031
Mosaic Family Wealth Partners
Missouri
$218K +$218K +1,793 New
SFS
2032
Sharp Financial Services
Pennsylvania
$217K +$217K +1,790 New
CB
2033
Community Bank
New York
$217K – – –
TIM
2034
Thompson Investment Management
Wisconsin
$216K – – –
SHGA
2035
Sand Hill Global Advisors
California
$216K +$216K +1,780 New
MFP
2036
Meridian Financial Partners
Virginia
$216K +$216K +1,782 New
BAM
2037
Byrne Asset Management
New Jersey
$215K -$14.6K -120 -6%
DWM
2038
Drive Wealth Management
Utah
$215K +$215K +1,755 New
OFS
2039
OMC Financial Services
New York
$215K – – –
FWP
2040
Firethorn Wealth Partners
Georgia
$215K +$215K +1,770 New
BCM
2041
Brown Capital Management
Maryland
$215K +$215K +1,770 New
CIG
2042
Cascade Investment Group
Colorado
$215K +$215K +1,770 New
PPW
2043
Presilium Private Wealth
Pennsylvania
$215K +$215K +1,769 New
AT
2044
American Trust
Kentucky
$214K +$214K +1,765 New
VCM
2045
Vivaldi Capital Management
Illinois
$214K +$214K +1,763 New
MCCA
2046
Mill Creek Capital Advisors
Pennsylvania
$214K -$156K -1,289 -42%
PCMC
2047
Planning Capital Management Corporation
Pennsylvania
$213K +$4.73K +39 +2%
ACC
2048
Acorn Creek Capital
Colorado
$213K +$213K +1,756 New
MCM
2049
Morton Capital Management
California
$213K +$213K +1,754 New
FC
2050
Fairscale Capital
New Hampshire
$213K – – –
80 81
82
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