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Philip Morris
PM

Overview Fund Activity

2,199 hedge funds and large institutions have $125B invested in Philip Morris in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 832 increasing their positions, 851 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,199
Holders Change
+63
Holders Change %
+2.95%
% of All Funds
31.99%
Holding in Top 10
60
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+33.33%
% of All Funds
0.87%
New
198
Increased
832
Reduced
851
Closed
99
Calls
$734M
Puts
$495M
Net Calls
+$239M
Net Calls Change
+$135M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$3.67B
2
Capital World Investors
2
Capital World Investors
California
$11.7B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$596M
4
Goldman Sachs
4
Goldman Sachs
New York
$681M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.67B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$9.77B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.02B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.59B
4
Citadel Advisors
4
Citadel Advisors
Florida
$113M
5
State Street
5
State Street
Massachusetts
$5.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
2176
Swan Capital
Florida
$4.05K +$4.05K +40 New
VWM
2177
Valley Wealth Managers
New Jersey
$4.05K +$4.05K +40 New
AFWM
2178
Abich Financial Wealth Management
Virginia
$3.79K +$3.79K +37 New
PS
2179
PayPay Securities
Japan
$3.14K -$1.12K -11 -26%
CPA
2180
Clear Point Advisors
New York
$2.89K +$100 +1 +4%
TCG
2181
Transcendent Capital Group
Oklahoma
$2.84K – – –
SIC
2182
SJS Investment Consulting
Ohio
$2.64K – – –
HI
2183
Hoey Investments
Pennsylvania
$2.53K – – –
CIAS
2184
CBIZ Investment Advisory Services
Ohio
$2.5K -$7.39K -71 -75%
LAM
2185
Lummis Asset Management
Texas
$2.33K – – –
SFCL
2186
Strengthening Families & Communities LLC
Massachusetts
$2K +$2K +16 New
NMG
2187
New Millennium Group
Utah
$1.72K +$1.72K +17 New
CAM
2188
ClariVest Asset Management
California
$1.42K – – –
HFS
2189
Horizon Financial Services
North Carolina
$1.42K – – –
WA
2190
WestEnd Advisors
North Carolina
$1.32K – – –
MIA
2191
MeadowBrook Investment Advisors
Michigan
$1.12K – – –
CWP
2192
Concord Wealth Partners
Virginia
$1.08K -$45K -457 -98%
TCM
2193
Tradewinds Capital Management
Washington
$1.01K – – –
EA
2194
Evolution Advisers
Virginia
$1K -$6.09K -67 -86%
FGAM
2195
Financial Gravity Asset Management
Texas
$912 -$6.89K -68 -88%
MAM
2196
Marquette Asset Management
Minnesota
$912 – – –
RAM
2197
Riggs Asset Management
Pennsylvania
$811 +$304 +3 +60%
EWP
2198
Elevation Wealth Partners
California
$608 -$709 -7 -54%
MBFW
2199
Morton Brown Family Wealth
Pennsylvania
$537 – – –
FHC
2200
First Heartland Consultants
Missouri
$234 -$12 -123 -5%
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88
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