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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 %
SIS
2126
Strategic Investment Solutions
Illinois
$137K -$29.8K -245 -18%
OLVIG
2127
Oliver Lagore Vanvalin Investment Group
Michigan
$137K – – –
APW
2128
Acima Private Wealth
Virginia
$136K – – –
HIIFS
2129
Harel Insurance Investments & Financial Services
Israel
$135K +$135K +1,114 New
CSC
2130
Cove Street Capital
California
$134K – – –
DJSG
2131
D.J. St. Germain
Massachusetts
$133K -$6.07K -50 -4%
PSB
2132
Piscataqua Savings Bank
New Hampshire
$129K – – –
SOW
2133
State of Wyoming
Wyoming
$126K +$126K +1,042 New
SHF
2134
Safe Harbor Fiduciary
Florida
$126K +$126K +1,040 New
EWM
2135
Evermay Wealth Management
Virginia
$122K – – –
BIC
2136
Beach Investment Counsel
Pennsylvania
$121K – – –
SAM
2137
S.A. Mason
Michigan
$120K +$971 +8 +0.8%
TSMHT
2138
Thurston Springer Miller Herd & Titak
Indiana
$118K +$243 +2 +0.2%
VCM
2139
Versant Capital Management
Arizona
$118K +$38.4K +316 +48%
MCM
2140
MV Capital Management
Maryland
$116K +$5.1K +42 +5%
MWA
2141
MFA Wealth Advisors
Pennsylvania
$114K – – –
JEST
2142
JTC Employer Solutions Trustee
Jersey
$114K – – –
TCM
2143
TD Capital Management
Tennessee
$109K +$22.6K +186 +26%
CWM
2144
Cranbrook Wealth Management
Michigan
$109K +$607 +5 +0.6%
PG
2145
Proffitt & Goodson
Tennessee
$108K -$21.9K -180 -17%
Optiver Holding
2146
Optiver Holding
Netherlands
$106K -$169K -1,394 -61%
HB
2147
Horizon Bancorp
Indiana
$104K -$1.58K -13 -1%
PCFFS
2148
Pacific Center for Financial Services
California
$103K – – –
GEA
2149
Glen Eagle Advisors
New Jersey
$102K – – –
PPA
2150
Painted Porch Advisors
California
$99.4K +$3.76K +31 +4%
84 85
86
87 88