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Philip Morris
PM

Overview Fund Activity

2,136 hedge funds and large institutions have $111B invested in Philip Morris in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 811 increasing their positions, 877 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,136
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
30.97%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.65%
New
142
Increased
811
Reduced
877
Closed
117
Calls
$511M
Puts
$407M
Net Calls
+$104M
Net Calls Change
+$107M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.05B
2
GQG Partners
GQG Partners
Florida
$546M
3
LPC
Lone Pine Capital
Connecticut
$611M
4
Viking Global Investors
Viking Global Investors
Connecticut
$1.19B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.29B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.69B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.53B
3
Ameriprise
Ameriprise
Minnesota
$589M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.2B
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$898M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
2126
Horizon Financial Services
North Carolina
$1.28K +$1.28K +14 New
EWP
2127
Elevation Wealth Partners
California
$1.19K +$1.19K +13 New
WA
2128
WestEnd Advisors
North Carolina
$1.19K -$1.1K -12 -48%
AWM
2129
Abound Wealth Management
Tennessee
$1.1K +$642 +7 +140%
TAM
2130
Tucker Asset Management
Colorado
$1.1K – – –
MIA
2131
MeadowBrook Investment Advisors
Michigan
$1.01K – – –
FIA
2132
FNY Investment Advisers
New York
$925 +$907 +9,900 +4,950%
TCM
2133
Tradewinds Capital Management
Washington
$917 – – –
MAM
2134
Marquette Asset Management
Minnesota
$825 – – –
RAM
2135
Riggs Asset Management
Pennsylvania
$459 -$4.04K -44 -90%
MBFW
2136
Morton Brown Family Wealth
Pennsylvania
$458 -$6.05K -66 -93%
TWP
2137
TFO Wealth Partners
Ohio
$92 – – –
DWM
2138
Dogwood Wealth Management
Kansas
$17 -$27 – –
TAA
2139
Turiya Advisors Asia
Hong Kong
– -$80.8M -859,000 Closed
ICP
2140
Ilex Capital Partners
United Kingdom
– -$53.4M -567,442 Closed
GL
2141
Governors Lane
New York
– -$22.4M -237,700 Closed
GBWM
2142
Granite Bay Wealth Management
New Hampshire
– -$11.8M -128,583 Closed
PMEF
2143
Point72 Middle East FZE
United Arab Emirates
– -$11.2M -119,276 Closed
NRCM
2144
Northern Right Capital Management
Connecticut
– -$8.94M -95,000 Closed
BDWCC
2145
B&D White Capital Company
Texas
– -$8.38M -89,075 Closed
LCM
2146
Laurion Capital Management
New York
– -$7.13M -75,818 Closed
BCA
2147
Bernzott Capital Advisors
California
– -$6.6M -70,192 Closed
CLGM
2148
Capitolis Liquid Global Markets
New York
– -$5.94M -63,100 Closed
AIM
2149
Artemis Investment Management
United Kingdom
– -$3.98M -42,334 Closed
RGI
2150
River Global Investors
United Kingdom
– -$3.9M -41,500 Closed
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