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Philip Morris
PM

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$8.42B
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.5B
3
BlackRock
BlackRock
New York
$9.29B
4
Viking Global Investors
Viking Global Investors
Connecticut
$905M
5
LPC
Lone Pine Capital
Connecticut
$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$10.3B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.66B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.1B
5
Ameriprise
Ameriprise
Minnesota
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
NSG
2101
Nalls Sherbakoff Group
Tennessee
$7.34K – – –
JFG
2102
JDM Financial Group
Texas
$7.06K – – –
EA
2103
Evolution Advisers
Virginia
$7K +$7K +78 New
MBFW
2104
Morton Brown Family Wealth
Pennsylvania
$6.67K +$6.67K +71 New
TFG
2105
Team Financial Group
California
$6.32K +$94 +1 +2%
ACA
2106
Atlas Capital Advisors
Wyoming
$5.83K – – –
RDFA
2107
Ritter Daniher Financial Advisory
Ohio
$5.65K -$65.9K -700 -92%
TCA
2108
Trifecta Capital Advisors
Illinois
$5.18K – – –
GTAM
2109
Global Trust Asset Management
Florida
$4.89K – – –
RAM
2110
Riggs Asset Management
Pennsylvania
$4.65K – – –
PS
2111
PayPay Securities
Japan
$3.94K +$961 +10 +32%
WAG
2112
Wiser Advisor Group
Arizona
$3.92K +$3.92K +42 New
CI
2113
Cordant Inc
Oregon
$3.86K +$3.86K +41 New
LA
2114
LM Advisors
California
$3.76K +$3.76K +40 New
CWA
2115
Core Wealth Advisors
Florida
$3.48K -$10.2K -108 -74%
IHWM
2116
Iron Horse Wealth Management
Iowa
$3.01K – – –
AWM
2117
Able Wealth Management
New Jersey
$2.92K +$2.92K +31 New
PPWM
2118
PFG Private Wealth Management
Florida
$2.82K -$3.67K -39 -57%
SIC
2119
SJS Investment Consulting
Ohio
$2.64K +$94 +1 +4%
TCG
2120
Transcendent Capital Group
Oklahoma
$2.63K +$2.63K +28 New
CPA
2121
Clear Point Advisors
New York
$2.61K +$2.61K +28 New
HI
2122
Hoey Investments
Pennsylvania
$2.35K – – –
WA
2123
WestEnd Advisors
North Carolina
$2.35K +$188 +2 +9%
FRA
2124
Frank Rimerman Advisors
California
$2.26K +$2.26K +24 New
LAM
2125
Lummis Asset Management
Texas
$2.16K +$2.16K +23 New
83 84
85
86 87