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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 %
NMG
2126
New Millennium Group
Utah
$1.6K -$941 -10 -37%
CAM
2127
ClariVest Asset Management
California
$1.32K – – –
TAM
2128
Tucker Asset Management
Colorado
$1.13K – – –
MIA
2129
MeadowBrook Investment Advisors
Michigan
$1.04K +$1.04K +11 New
TCM
2130
Tradewinds Capital Management
Washington
$941 – – –
MAM
2131
Marquette Asset Management
Minnesota
$847 – – –
FGAM
2132
Financial Gravity Asset Management
Texas
$847 +$847 +9 New
AWM
2133
Abound Wealth Management
Tennessee
$436 +$87 +1 +25%
SOW
2134
State of Wyoming
Wyoming
$376 -$101K -1,071 -100%
SPWM
2135
Spartan Planning & Wealth Management
North Carolina
$188 – – –
TWP
2136
TFO Wealth Partners
Ohio
$94 – – –
DWM
2137
Dogwood Wealth Management
Kansas
$27 – – –
HH
2138
HWG Holdings
Texas
$24 -$1.23K -13 Closed
CF
2139
Cantor Fitzgerald
New York
– -$18.1M -195,972 Closed
ECM
2140
Element Capital Management
New York
– -$16M -172,980 Closed
SGDR
2141
SPX Gestao de Recursos
Brazil
– -$11.8M -127,000 Closed
AC
2142
Armistice Capital
New York
– -$11.2M -121,249 Closed
NLGIA
2143
Nippon Life Global Investors Americas
New York
– -$10.6M -113,410 Closed
Balyasny Asset Management
2144
Balyasny Asset Management
Illinois
– -$7.35M -79,439 Closed
KJHP
2145
K.J. Harrison & Partners
Ontario, Canada
– -$3.7M -40,008 Closed
TC
2146
Taika Capital
Florida
– -$3.7M -39,920 Closed
DEA
2147
DoubleLine ETF Adviser
Florida
– -$3.26M -35,167 Closed
PL
2148
Parkwood LLC
Ohio
– -$3.05M -32,932 Closed
GLAM
2149
Gardner Lewis Asset Management
Pennsylvania
– -$2.37M -25,621 Closed
PS
2150
Pensionfund Sabic
Netherlands
– -$2.08M -22,500 Closed
84 85
86
87 88