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Philip Morris
PM

Overview Fund Activity

2,484 hedge funds and large institutions have $151B invested in Philip Morris in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 989 increasing their positions, 825 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,484
Holders Change
+157
Holders Change %
+6.75%
% of All Funds
33.06%
Holding in Top 10
80
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.08%
% of All Funds
1.06%
New
303
Increased
989
Reduced
825
Closed
106
Calls
$993M
Puts
$1.01B
Net Calls
-$14.6M
Net Calls Change
-$228M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$733M
2
Capital World Investors
Capital World Investors
California
+$507M
3
BlackRock
BlackRock
New York
+$388M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$383M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$335M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$661M
2
Capital International Investors
Capital International Investors
California
-$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$264M
5
Invesco
Invesco
Georgia
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERWM
2076
Elk River Wealth Management
Colorado
$243K – – –
APWM
2077
Anchor Pointe Wealth Management
Missouri
$243K +$243K +2,025 New
RDIA
2078
RE Dickinson Investment Advisors
Iowa
$243K – – –
PCA
2079
Purkiss Capital Advisors
Connecticut
$243K +$243K +2,017 New
ICP
2080
Impact Capital Partners
Colorado
$242K +$242K +2,014 New
BCM
2081
Boltwood Capital Management
California
$242K -$2.41K -20 -1%
CWMS
2082
Cannon Wealth Management Services
North Carolina
$242K +$17.2K +132 +8%
RA
2083
Resolute Advisors
California
$242K +$242K +1,986 New
TIA
2084
Tandem Investment Advisors
South Carolina
$241K -$3.13K -26 -1%
NRC
2085
New Republic Capital
North Carolina
$241K -$13.6K -113 -5%
IFS
2086
Ifrah Financial Services
Arkansas
$241K – – –
SIG
2087
Spinnaker Investment Group
California
$240K +$481 +4 +0.2%
BF
2088
Blankinship & Foster
California
$240K – – –
BSSFA
2089
Baron Silver Stevens Financial Advisors
Florida
$239K – – –
ESBC
2090
E.S. Barr & Co
Kentucky
$238K -$30.1K -250 -11%
THL
2091
Tillman Hartley LLC
Colorado
$238K – – –
WMWM
2092
Wilkins Miller Wealth Management
Alabama
$238K +$238K +1,979 New
NWM
2093
Northwest Wealth Management
Iowa
$238K +$238K +1,979 New
TFG
2094
Tilson Financial Group
New Jersey
$238K +$3.62K +30 +2%
CCG
2095
Coastwise Capital Group
California
$238K -$259K -2,153 -52%
MCWS
2096
McKinley Carter Wealth Services
West Virginia
$238K +$11K +91 +5%
VC
2097
Veery Capital
Delaware
$238K +$842 +7 +0.4%
BWM
2098
BlackDiamond Wealth Management
New York
$237K +$24.2K +201 +11%
LAS
2099
Lloyd Advisory Services
Georgia
$237K -$85.4K -709 -26%
IPW
2100
Intergy Private Wealth
Colorado
$236K +$9.63K +80 +4%
82 83
84
85 86