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Philip Morris
PM

Overview Fund Activity

2,136 hedge funds and large institutions have $111B invested in Philip Morris in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 811 increasing their positions, 877 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,136
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
30.97%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.65%
New
142
Increased
811
Reduced
877
Closed
117
Calls
$511M
Puts
$407M
Net Calls
+$104M
Net Calls Change
+$107M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.05B
2
GQG Partners
GQG Partners
Florida
$546M
3
LPC
Lone Pine Capital
Connecticut
$611M
4
Viking Global Investors
Viking Global Investors
Connecticut
$1.19B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.29B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.69B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.53B
3
Ameriprise
Ameriprise
Minnesota
$589M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.2B
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$898M
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
2176
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$551K -5,855 Closed
OCBCO
2177
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$524K -5,567 Closed
GIS
2178
Grayhawk Investment Strategies
Alberta, Canada
– -$518K -5,510 Closed
SIA
2179
Soltis Investment Advisors
Utah
– -$510K -5,420 Closed
FAB
2180
First American Bank
Illinois
– -$423K -4,492 Closed
SP
2181
Systematic Portfolios
New York
– -$401K -4,266 Closed
PSFG
2182
Prairie Sky Financial Group
Illinois
– -$392K -4,172 Closed
GCIM
2183
Gunn & Company Investment Management
Florida
– -$387K -4,115 Closed
PCIG
2184
Partners Capital Investment Group
Massachusetts
– -$358K -3,809 Closed
BHCM
2185
Brevan Howard Capital Management
Jersey
– -$347K -3,687 Closed
BCM
2186
Brown Capital Management
Maryland
– -$333K -3,535 Closed
WIA
2187
World Investment Advisors
California
– -$325K -3,436 Closed
BDA
2188
Borer Denton & Associates
Pennsylvania
– -$314K -3,340 Closed
TI
2189
Truepoint Inc
Ohio
– -$313K -3,331 Closed
LK
2190
Lumbard & Kellner
New Hampshire
– -$301K -3,200 Closed
LGF
2191
LGT Group Foundation
Liechtenstein
– -$296K -3,143 Closed
ICP
2192
Interchange Capital Partners
Pennsylvania
– -$297K -3,124 Closed
KF
2193
KKM Financial
Illinois
– -$274K -2,908 Closed
UBV
2194
United Bank (Virginia)
Virginia
– -$270K -2,871 Closed
WMA
2195
Wealth Management Associates
New Jersey
– -$263K -2,790 Closed
ARC
2196
Advisor Resource Council
Texas
– -$257K -2,732 Closed
OA
2197
Oracle Alpha
Ontario, Canada
– -$253K -2,693 Closed
MFC
2198
Morris Financial Concepts
South Carolina
– -$252K -2,673 Closed
AW
2199
Alaethes Wealth
Nevada
– -$247K -2,626 Closed
JCM
2200
Jacobsen Capital Management
Utah
– -$237K -2,519 Closed
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