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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 %
HA
2051
Harfst & Associates
Wyoming
$213K +$213K +1,751 New
AIFAIM
2052
American Institute for Advanced Investment Management
Arizona
$213K +$213K +1,751 New
QL
2053
Quarry LP
New York
$212K +$19.7K +162 +10%
KF
2054
KKM Financial
Illinois
$210K +$210K +1,733 New
DI
2055
Diligent Investors
California
$210K +$210K +1,730 New
WP
2056
WealthPLAN Partners
Nebraska
$210K +$210K +1,728 New
CD
2057
Chapin Davis
Maryland
$209K +$209K +1,725 New
CWMS
2058
Cannon Wealth Management Services
North Carolina
$209K +$209K +1,724 New
FC
2059
FCA Corp
Texas
$209K +$209K +1,720 New
GSIAS
2060
Garden State Investment Advisory Services
New Jersey
$209K +$209K +1,713 New
LFP
2061
Lakeshore Financial Planning
Michigan
$208K +$208K +1,717 New
OHIS
2062
Oak Harvest Investment Services
Texas
$208K +$208K +1,716 New
MWP
2063
Meridian Wealth Partners
Pennsylvania
$208K +$208K +1,711 New
WCG
2064
Weaver Consulting Group
California
$207K +$207K +1,707 New
AWM
2065
Activest Wealth Management
Florida
$207K +$72.8K +600 +54%
KOMWMG
2066
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K +$206K +1,700 New
GFL
2067
Granite FO LLC
New Hampshire
$206K +$206K +1,700 New
AFC
2068
AFT Forsyth & Company
Florida
$206K +$206K +1,700 New
B
2069
Bellecapital
Switzerland
$206K +$206K +1,700 New
MAM
2070
Morse Asset Management
Connecticut
$206K +$206K +1,700 New
CRWM
2071
Castle Rock Wealth Management
California
$206K +$206K +1,735 New
FIA
2072
FNY Investment Advisers
New York
$206K -$206K -1,700 -50%
SFM
2073
Signet Financial Management
New Jersey
$206K +$206K +1,695 New
HWP
2074
Hibernia Wealth Partners
Louisiana
$205K +$205K +1,691 New
FWM
2075
Forza Wealth Management
Florida
$205K +$205K +1,689 New
81 82
83
84 85