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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 %
CHC
2101
City Holding Co
West Virginia
$177K -$9.11K -75 -5%
CFS
2102
CGC Financial Services
Oregon
$175K +$12.1K +100 +7%
GWP
2103
Gen-Wealth Partners
Michigan
$175K -$14.4K -109 -8%
FNWA
2104
Financial Network Wealth Advisors
Utah
$175K -$31.1K -256 -15%
UIA
2105
Ulland Investment Advisors
Minnesota
$172K – – –
PWM
2106
Partnership Wealth Management
Maryland
$171K +$486 +4 +0.3%
YDMI
2107
Y.D. More Investments
Israel
$169K +$4.74K +39 +3%
FFWM
2108
Future Financial Wealth Management
Ohio
$165K +$165K +1,362 New
MRCM
2109
M&R Capital Management
New Jersey
$162K – – –
VFIC
2110
Valley Forge Investment Consultants
Pennsylvania
$161K +$161K +1,330 New
TIM
2111
Tortoise Investment Management
New York
$161K +$971 +8 +0.6%
AIC
2112
Archer Investment Corporation
Indiana
$153K +$1.94K +16 +1%
Parallax Volatility Advisers
2113
Parallax Volatility Advisers
California
$152K -$4.91M -40,481 -97%
FCT
2114
First Community Trust
Iowa
$152K – – –
GFPC
2115
Global Financial Private Client
Florida
$150K +$46.1K +380 +44%
CAS
2116
Coppell Advisory Solutions
Texas
$147K -$50K -415 -25%
WPA
2117
West Paces Advisors
Georgia
$147K -$22.6K -186 -13%
WCM
2118
Westend Capital Management
California
$146K – – –
FFC
2119
First Financial Corp
Indiana
$145K – – –
PP
2120
PrairieView Partners
Minnesota
$145K – – –
CWM
2121
CarsonAllaria Wealth Management
Illinois
$144K -$21.9K -180 -13%
B
2122
Birchbrook
Maine
$142K +$8.86K +73 +7%
POIA
2123
Pin Oak Investment Advisors
Texas
$142K -$60.4K -500 -30%
SC
2124
Stephens Consulting
Michigan
$142K -$11.7K -96 -8%
USB
2125
Union Savings Bank
Connecticut
$138K – – –
83 84
85
86 87