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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 %
ITIM
2151
Indiana Trust & Investment Management
Indiana
$97.2K – – –
TC
2152
Tacita Capital
Ontario, Canada
$95.4K +$14K +115 +17%
NECFA
2153
New England Capital Financial Advisors
Connecticut
$94.1K +$971 +8 +1%
GIM
2154
Gold Investment Management
Alberta, Canada
$91.1K – – –
RTC
2155
Riverview Trust Company
Washington
$88.9K +$52.1K +429 +142%
AA
2156
AlphaMark Advisors
Kentucky
$88K – – –
TFIPS
2157
Towarzystwo Funduszy Inwestycyjnych PZU SA
$87.4K – – –
FWA
2158
FSC Wealth Advisors
New York
$87.4K +$607 +5 +0.7%
RWM
2159
Ruedi Wealth Management
Illinois
$87.2K – – –
DCM
2160
Davis Capital Management
Florida
$85.3K -$18.2K -150 -18%
SWA
2161
SOA Wealth Advisors
New York
$85.3K -$2.91K -24 -3%
M
2162
MOTCO
Texas
$85.2K +$18.5K +152 +28%
PK
2163
Pflug Koory
Nebraska
$83.5K +$83.5K +688 New
BHWM
2164
Beaird Harris Wealth Management
Texas
$81.5K +$9.11K +75 +13%
PWMG
2165
Private Wealth Management Group
New Jersey
$80.4K – – –
PS
2166
Planned Solutions
California
$78.9K +$78.9K +650 New
MSWM
2167
Mowery & Schoenfeld Wealth Management
Illinois
$77.5K +$10.8K +89 +16%
BLC
2168
Brown, Lisle/Cummings
Rhode Island
$77.1K – – –
CPG
2169
Cornerstone Planning Group
New Jersey
$74.5K -$68.4K -520 -48%
WBC
2170
West Branch Capital
Massachusetts
$73.7K +$850 +7 +1%
AAG
2171
Accordant Advisory Group
Maryland
$73.2K +$364 +3 +0.5%
BP
2172
BNP Paribas
France
$72.8K – – –
KWAG
2173
Kiely Wealth Advisory Group
North Carolina
$72K – – –
PMAM
2174
Picton Mahoney Asset Management
Ontario, Canada
$72K +$72K +586 New
PA
2175
Pineridge Advisors
Missouri
$70.7K – – –
85 86
87
88 89