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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 %
CWA
2201
Carolina Wealth Advisors
South Carolina
– -$139K -1,500 Closed
CG
2202
Cutler Group
California
– -$112K -1,218 Closed
RCG
2203
Rock Creek Group
District of Columbia
– -$110K -1,188 Closed
CC
2204
Centiva Capital
New York
– -$108K -1,169 Closed
HL
2205
HeadInvest LLC
Maine
– -$106K -1,160 Closed
AWA
2206
Authentikos Wealth Advisory
California
– -$82K -886 Closed
AI
2207
AdvisorShares Investments
Maryland
– -$81.4K -879 Closed
EARNEST Partners
2208
EARNEST Partners
Georgia
– -$67.7K -731 Closed
RTC
2209
Riverview Trust Company
Washington
– -$67.5K -729 Closed
CM
2210
Capula Management
Cayman Islands
– -$63K -680 Closed
BWS
2211
Buck Wealth Strategies
Colorado
– -$54.8K -592 Closed
RW
2212
RVW Wealth
California
– -$50.5K -545 Closed
OIA
2213
Optimum Investment Advisors
Illinois
– -$46.3K -500 Closed
Legacy Financial Group (Iowa)
2214
Legacy Financial Group (Iowa)
Iowa
– -$37.3K -403 Closed
BAAM
2215
Baker Avenue Asset Management
California
– -$32.4K -350 Closed
DWA
2216
Delos Wealth Advisors
Texas
– -$31.1K -324 Closed
FRA
2217
Front Row Advisors
California
– -$29K -309 Closed
WWP
2218
WR Wealth Planners
Missouri
– -$19K -205 Closed
CCP
2219
Carmel Capital Partners
California
– -$12.7K -137 Closed
NIC
2220
Northwest Investment Counselors
Oregon
– -$9.26K -100 Closed
MIM
2221
Macroview Investment Management
Maryland
– -$6.85K -74 Closed
TJHA
2222
Thomas J. Herzfeld Advisors
Florida
– -$6.67K -72 Closed
ICM
2223
Intrepid Capital Management
Florida
– -$2.5K -27 Closed
AFG
2224
Albion Financial Group
Utah
– -$278 -3 Closed
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