PM icon

Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$8.42B
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.5B
3
BlackRock
BlackRock
New York
$9.29B
4
Viking Global Investors
Viking Global Investors
Connecticut
$905M
5
LPC
Lone Pine Capital
Connecticut
$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$10.3B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.66B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.1B
5
Ameriprise
Ameriprise
Minnesota
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMV
2176
Concord Asset Management (Virginia)
Virginia
– -$291K -3,147 Closed
SC
2177
Schoolcraft Capital
Colorado
– -$268K -2,900 Closed
MCA
2178
MSH Capital Advisors
Arizona
– -$268K -2,894 Closed
HC
2179
Hamilton Capital
Ohio
– -$267K -2,879 Closed
LI
2180
Lafayette Investments
Maryland
– -$266K -2,873 Closed
PPP
2181
Private Portfolio Partners
New Jersey
– -$248K -2,675 Closed
QFA
2182
Quantum Financial Advisors
California
– -$245K -2,647 Closed
MC
2183
Miramar Capital
Illinois
– -$244K -2,636 Closed
LC
2184
Lavaca Capital
Texas
– -$233K -2,516 Closed
EL
2185
Essex LLC
Illinois
– -$229K -2,474 Closed
NC
2186
NinePointTwo Capital
California
– -$225K -2,438 Closed
LPT
2187
Legacy Private Trust
Wisconsin
– -$225K -2,425 Closed
CA
2188
Corrado Advisors
New Jersey
– -$221K -2,388 Closed
DCM
2189
DGS Capital Management
New Jersey
– -$218K -2,352 Closed
JSW
2190
Journey Strategic Wealth
New Jersey
– -$217K -2,340 Closed
SW
2191
SlateStone Wealth
Florida
– -$216K -2,332 Closed
SEIA
2192
Signature Estate & Investment Advisors
California
– -$214K -2,316 Closed
BA
2193
Ballast Advisors
Minnesota
– -$213K -2,304 Closed
CCFM
2194
Clear Creek Financial Management
Washington
– -$212K -2,289 Closed
EW
2195
Evoke Wealth
California
– -$210K -2,236 Closed
CPRC
2196
Consolidated Portfolio Review Corp
New York
– -$207K -2,233 Closed
ACM
2197
Argyle Capital Management
Pennsylvania
– -$204K -2,200 Closed
QC
2198
Quadrature Capital
United Kingdom
– -$201K -2,167 Closed
WWC
2199
Waypoint Wealth Counsel
Georgia
– -$200K -2,162 Closed
LAM
2200
L2 Asset Management
Massachusetts
– -$361K -1,811 Closed
85 86 87
88
89