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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 %
NRC
2201
New Republic Capital
North Carolina
– -$240K -2,518 Closed
RSA
2202
River Street Advisors
Illinois
– -$235K -2,503 Closed
TBA
2203
Tower Bridge Advisors
Pennsylvania
– -$235K -2,497 Closed
OCM
2204
Objective Capital Management
Ohio
– -$232K -2,465 Closed
GCP
2205
GSA Capital Partners
United Kingdom
– -$226K -2,398 Closed
GWS
2206
Glassman Wealth Services
Virginia
– -$222K -2,364 Closed
TW
2207
TritonPoint Wealth
Maryland
– -$223K -2,343 Closed
SCP
2208
Sivia Capital Partners
California
– -$217K -2,308 Closed
BBW
2209
Blue Barn Wealth
Utah
– -$216K -2,294 Closed
ZF
2210
Zega Financial
Florida
– -$213K -2,261 Closed
RPWA
2211
Regent Peak Wealth Advisors
Georgia
– -$211K -2,246 Closed
Financial Engines Advisors
2212
Financial Engines Advisors
California
– -$212K -2,223 Closed
BWCS
2213
Beirne Wealth Consulting Services
Connecticut
– -$212K -2,219 Closed
EWM
2214
Elevatus Welath Management
New York
– -$209K -2,217 Closed
FFB
2215
First Financial Bankshares
Texas
– -$207K -2,199 Closed
MCM
2216
Monument Capital Management
Virginia
– -$207K -2,199 Closed
HIA
2217
HTG Investment Advisors
Connecticut
– -$206K -2,185 Closed
LC
2218
Lincoln Capital
Nebraska
– -$204K -2,170 Closed
FPIS
2219
Financial Planning & Information Services
Wisconsin
– -$203K -2,161 Closed
PTCG
2220
Pring Turner Capital Group
California
– -$202K -2,143 Closed
CC
2221
Commons Capital
Massachusetts
– -$200K -2,131 Closed
KCIC
2222
Kuhn & Co Investment Counsel
Illinois
– -$200K -2,131 Closed
WF
2223
Wayfinding Financial
Washington
– -$200K -2,127 Closed
PGWM
2224
Parisi Gray Wealth Management
New Jersey
– -$200K -2,126 Closed
GWMIA
2225
Global Wealth Management Investment Advisory
Florida
– -$140K -1,485 Closed
87 88
89
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