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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
$2.81B
2
GQG Partners
GQG Partners
Florida
$5.18B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$608M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.12B
5
Capital World Investors
Capital World Investors
California
$14.4B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.6B
2
Capital Research Global Investors
Capital Research Global Investors
California
$6.84B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.03B
4
DCP
D1 Capital Partners
New York
$399M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
2176
Blue Bell Private Wealth Management
Pennsylvania
$70.2K +$6.8K +56 +11%
CSWM
2177
Cassady Schiller Wealth Management
Ohio
$69.8K – – –
LFA
2178
Livelsberger Financial Advisory
Ohio
$69.5K +$69.5K +572 New
WPWM
2179
Western Pacific Wealth Management
Illinois
$69.1K +$11.9K +98 +21%
ME
2180
McIlrath & Eck
Washington
$68.1K +$18.9K +156 +39%
NA
2181
Nordwand Advisors
Pennsylvania
$65.7K -$285K -2,347 -81%
OA
2182
Operose Advisors
Wisconsin
$65.6K – – –
GWSA
2183
Global Wealth Strategies & Associates
Colorado
$64.3K – – –
CH
2184
Canton Hathaway
Rhode Island
$64K – – –
BSC
2185
Brown Shipley & Co
United Kingdom
$63.1K – – –
CA
2186
Claris Advisors
Missouri
$62.6K +$62.6K +516 New
TVWM
2187
Tower View Wealth Management
Wisconsin
$61.7K +$486 +4 +0.8%
CCA
2188
Criterion Capital Advisors
Tennessee
$60.8K – – –
HC
2189
Hoese & Co
Minnesota
$60.7K – – –
TLA
2190
Tanglewood Legacy Advisors
Texas
$59.1K – – –
WWM
2191
Wolff Wiese Magana
California
$58K – – –
RWM
2192
Reston Wealth Management
Virginia
$57.8K +$57.8K +476 New
IFS
2193
Intelligent Financial Strategies
Minnesota
$57.7K – – –
HGA
2194
Hobbs Group Advisors
South Carolina
$57.4K +$7.53K +62 +15%
C
2195
Covestor
United Kingdom
$57K -$100K -818 -64%
DWM
2196
Darwin Wealth Management
Florida
$54.2K +$54.2K +446 New
AWM
2197
Atticus Wealth Management
Florida
$53.7K -$1.34K -11 -2%
AFS
2198
Annapolis Financial Services
Maryland
$53.4K – – –
MLA
2199
MB, Levis & Associates
Pennsylvania
$53K – – –
VF
2200
VitalStone Financial
Texas
$52.2K +$607 +5 +1%
86 87
88
89 90