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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 %
HFM
2051
Harvest Fund Management
China
$22K
W
2052
WealthCollab
Washington
$21.6K +$21.6K +230 New
FSWA
2053
Financial Synergies Wealth Advisors
Texas
$21.6K -$58.6K -579 -73%
TCWA
2054
Turtle Creek Wealth Advisors
Texas
$21K +$21K +223 New
CMBA
2055
C.M. Bidwell & Associates
Hawaii
$20.1K
CJ
2056
Caitlin John
Michigan
$20.1K +$20.1K +211 New
ME
2057
McIlrath & Eck
Washington
$19.3K +$7.06K +75 +58%
RDIA
2058
RE Dickinson Investment Advisors
Iowa
$19K
VCM
2059
Versant Capital Management
Arizona
$18.8K -$16.3K -173 -46%
IPW
2060
Impact Partnership Wealth
Georgia
$18.8K -$5.55K -59 -23%
SJIM
2061
St. Johns Investment Management
Florida
$18.8K
BCA
2062
Bray Capital Advisors
Florida
$18.8K
LFASL
2063
Lugano Financial Advisors SA (LFA)
Switzerland
$18.8K +$7.53K +80 +67%
FGA
2064
Fortis Group Advisors
New Jersey
$18.8K +$9.41K +100 +100%
EC
2065
Elequin Capital
New York
$18.8K +$18.8K +200 New
CTC
2066
Cetera Trust Company
Minnesota
$18.5K +$18.5K +197 New
FIA
2067
FNY Investment Advisers
New York
$18K +$18K +200 New
LIWM
2068
Long Island Wealth Management
New York
$17K +$17K +183 New
AEPWM
2069
Atlantic Edge Private Wealth Management
Florida
$16.5K +$16.5K +175 New
MSFP
2070
Mark Sheptoff Financial Planning
Connecticut
$15.8K -$44.6K -475 -74%
NC
2071
NewSquare Capital
Pennsylvania
$15.3K
S
2072
Sachetta
Massachusetts
$15.3K +$15.3K +162 New
DPW
2073
DiNuzzo Private Wealth
Pennsylvania
$14.7K +$14.7K +156 New
GG
2074
Gleason Group
Kentucky
$14.6K +$188 +2 +1%
BFS
2075
Burkett Financial Services
South Carolina
$14.4K +$14.4K +153 New