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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 %
BOJHT
2151
Bank of Jackson Hole Trust
Wyoming
$219K +$219K +1,819 New
MHWM
2152
Montz Harcus Wealth Management
Louisiana
$218K -$5.18K -43 -2%
HCMT
2153
Highland Capital Management (Tennessee)
Tennessee
$217K +$842 +7 +0.4%
RS
2154
Retirement Solution
Washington
$216K -$2.53K -21 -1%
CPA
2155
Court Place Advisors
Maryland
$216K – – –
GSIAS
2156
Garden State Investment Advisory Services
New Jersey
$216K +$9.52K +79 +5%
GAM
2157
Gemmer Asset Management
California
$216K – – –
FCAS
2158
First Command Advisory Services
Texas
$216K -$3.97K -33 -2%
CB
2159
Community Bank
New York
$215K – – –
OHIS
2160
Oak Harvest Investment Services
Texas
$215K +$8.42K +70 +4%
PG
2161
Prostatis Group
Maryland
$215K +$215K +1,785 New
TIM
2162
Thompson Investment Management
Wisconsin
$214K – – –
BAM
2163
Byrne Asset Management
New Jersey
$214K +$842 +7 +0.4%
TW
2164
Traveka Wealth
California
$214K +$214K +1,782 New
MWP
2165
Meridian Wealth Partners
Pennsylvania
$214K +$8.43K +70 +4%
SHGA
2166
Sand Hill Global Advisors
California
$214K – – –
MFP
2167
Meridian Financial Partners
Virginia
$214K – – –
ACC
2168
Acorn Creek Capital
Colorado
$214K +$2.53K +21 +1%
CIG
2169
Cascade Investment Group
Colorado
$213K – – –
FCA
2170
Fortis Capital Advisors
Kansas
$212K -$27.6K -224 -12%
MCM
2171
Morton Capital Management
California
$212K +$963 +8 +0.5%
AW
2172
Alteri Wealth
California
$212K +$212K +1,761 New
WP
2173
WealthPLAN Partners
Nebraska
$212K +$3.61K +30 +2%
HA
2174
Harfst & Associates
Wyoming
$211K – – –
AIFAIM
2175
American Institute for Advanced Investment Management
Arizona
$211K – – –
85 86
87
88 89