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Philip Morris
PM

Overview Fund Activity

2,484 hedge funds and large institutions have $151B invested in Philip Morris in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 989 increasing their positions, 825 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,484
Holders Change
+157
Holders Change %
+6.75%
% of All Funds
33.06%
Holding in Top 10
80
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.08%
% of All Funds
1.06%
New
303
Increased
989
Reduced
825
Closed
106
Calls
$993M
Puts
$1.01B
Net Calls
-$14.6M
Net Calls Change
-$228M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$733M
2
Capital World Investors
Capital World Investors
California
+$507M
3
BlackRock
BlackRock
New York
+$388M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$383M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$335M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$661M
2
Capital International Investors
Capital International Investors
California
-$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$264M
5
Invesco
Invesco
Georgia
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
2126
MAS Advisors
Florida
$226K +$226K +1,879 New
LC
2127
Landaas & Company
Wisconsin
$226K – – –
CCM
2128
Crew Capital Management
Ohio
$226K – – –
PCTC
2129
Perkins Coie Trust Company
Washington
$226K – – –
EW
2130
Enzi Wealth
Texas
$225K +$15.6K +127 +7%
FA
2131
Fagan Associates
New York
$225K – – –
GPWM
2132
Grant Private Wealth Management
California
$225K +$225K +1,866 New
CC
2133
Chicago Capital
Illinois
$224K +$224K +1,863 New
PEA
2134
Park Edge Advisors
Ohio
$224K – – –
MA
2135
Mezzasalma Advisors
New Jersey
$224K -$10.2K -85 -4%
TI
2136
Trexquant Investment
Connecticut
$223K -$8.42M -70,002 -97%
MFG
2137
Mosaic Financial Group
Illinois
$223K – – –
PWG
2138
Private Wealth Group
Florida
$223K – – –
FBB
2139
Fulton Breakefield Broenniman
Maryland
$223K – – –
EIA
2140
Eastover Investment Advisors
North Carolina
$223K +$3.61K +30 +2%
FZCM
2141
Flynn Zito Capital Management
New York
$223K -$45K -374 -17%
BGAI
2142
Bruce G. Allen Investments
Colorado
$222K -$7.1K -59 -3%
AIA
2143
Angeles Investment Advisors
California
$222K – – –
CM
2144
Cercano Management
Washington
$222K – – –
AI
2145
AXS Investments
New York
$222K -$1.2K -10 -0.5%
DIP
2146
DT Investment Partners
Pennsylvania
$222K -$48.1K -400 -18%
SGC
2147
Slocum, Gordon & Co
Rhode Island
$221K +$241 +2 +0.1%
MI
2148
Motiv8 Investments
Florida
$221K +$22.3K +185 +11%
MLL
2149
Moody Lynn & Lieberson
Massachusetts
$220K +$2.77K +23 +1%
KFS
2150
Kelly Financial Services
Massachusetts
$220K +$220K +1,826 New
84 85
86
87 88