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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 %
SW
2076
SlateStone Wealth
Florida
$205K +$205K +1,688 New
EW
2077
Enzi Wealth
Texas
$205K +$205K +1,707 New
MCM
2078
Marathon Capital Management
Maryland
$205K -$91.1K -750 -31%
NIA
2079
NIA Impact Advisors
California
$204K +$204K +1,680 New
PFA
2080
Petra Financial Advisors
Colorado
$204K +$204K +1,678 New
JSL
2081
JT Stratford LLC
Georgia
$203K +$203K +1,676 New
BWM
2082
Brophy Wealth Management
New Hampshire
$203K +$203K +1,672 New
GIA
2083
GHP Investment Advisors
Colorado
$203K -$1.82K -15 -0.9%
PWM
2084
Proathlete Wealth Management
Florida
$202K +$202K +1,667 New
PWM
2085
Prentice Wealth Management
New York
$202K -$249K -2,052 -55%
EL
2086
Essex LLC
Illinois
$202K +$202K +1,664 New
ANBT
2087
American National Bank & Trust
Texas
$201K -$13K -107 -6%
PGWM
2088
Parisi Gray Wealth Management
New Jersey
$201K +$201K +1,656 New
OC
2089
Oarsman Capital
Wisconsin
$201K +$201K +1,654 New
PP
2090
Patron Partners
Texas
$200K +$200K +1,651 New
CTA
2091
Colonial Trust Advisors
South Carolina
$200K – – –
SIAP
2092
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$200K +$200K +1,650 New
TCM
2093
Towercrest Capital Management
Pennsylvania
$200K +$200K +3,924 New
MI
2094
Motiv8 Investments
Florida
$200K +$200K +1,648 New
AAP
2095
Arax Advisory Partners
Colorado
$197K +$10.7K +88 +6%
CMBA
2096
C.M. Bidwell & Associates
Hawaii
$191K +$165K +1,360 +636%
MHR
2097
Matthew Hamilton Rosenberg
$190K – – –
VanEck Associates
2098
VanEck Associates
New York
$187K -$276M -2,105,711 -100%
BL
2099
BFSG LLC
California
$181K – – –
AIM
2100
Acropolis Investment Management
Missouri
$178K +$12.1K +100 +7%
82 83
84
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