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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 %
HDIM
2076
Hanson & Doremus Investment Management
Vermont
$14K – – –
FFL
2077
Financial Freedom LLC
Ohio
$13.6K +$184 +2 +1%
MSFP
2078
Mark Sheptoff Financial Planning
Connecticut
$13.6K -$1.83K -20 -12%
VCM
2079
Versant Capital Management
Arizona
$13.2K -$5.13K -56 -28%
HWM
2080
HighMark Wealth Management
Minnesota
$13K – – –
RS
2081
Rakuten Securities
Japan
$13K -$56.8K -620 -81%
CG
2082
Cutler Group
California
$13K +$13K +142 New
CTB
2083
Country Trust Bank
Illinois
$12.8K – – –
FWM
2084
FSA Wealth Management
Massachusetts
$12.4K – – –
DCP
2085
Distillate Capital Partners
Illinois
$12.4K +$12.4K +135 New
DF
2086
Dunhill Financial
United Kingdom
$11.2K +$1.92K +21 +21%
PCM
2087
Penserra Capital Management
California
$11K -$616K -7,057 -98%
MFT
2088
Moisand Fitzgerald Tamayo
Florida
$10.8K – – –
MAWCM
2089
Mine & Arao Wealth Creation & Management
California
$10.8K – – –
W
2090
WealthCollab
Washington
$10.5K -$10.5K -115 -50%
LF
2091
LifeSteps Financial
California
$10.4K +$10.4K +114 New
1832 Asset Management
2092
1832 Asset Management
Ontario, Canada
$9.9K -$2.84K -31 -22%
MCM
2093
MidAtlantic Capital Management
Virginia
$9.71K – – –
EC
2094
Elequin Capital
New York
$9.22K -$9.04K -99 -50%
FGA
2095
Fortis Group Advisors
New Jersey
$9.16K -$9.16K -100 -50%
APGC
2096
A.P. Gilfoyle & Co
New York
$9.16K -$4.58K -50 -33%
NIC
2097
Northwest Investment Counselors
Oregon
$9.16K +$9.16K +100 New
PP
2098
Pacifica Partners
Canada
$9.11K – – –
FPB
2099
First PREMIER Bank
South Dakota
$9K – – –
CIAS
2100
CBIZ Investment Advisory Services
Ohio
$8.73K +$8.73K +95 New
82 83
84
85 86