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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 %
SIM
2201
Studio Investment Management
Illinois
$51.6K – – –
PIS
2202
POM Investment Strategies
North Carolina
$51.2K +$607 +5 +1%
PA
2203
PSI Advisors
Florida
$50.1K +$121 +1 +0.2%
BPAMU
2204
BTG Pactual Asset Management US
New York
$49.5K +$49.5K +408 New
EIM
2205
Essex Investment Management
Massachusetts
$48.8K – – –
PCA
2206
Providence Capital Advisors
North Carolina
$48.6K -$2.91K -24 -6%
SWC
2207
Spectrum Wealth Counsel
Indiana
$48.6K – – –
WOSD
2208
WFA of San Diego
California
$48K – – –
BCM
2209
Basso Capital Management
Connecticut
$47.2K -$55.8K -460 -54%
DFA
2210
DHJJ Financial Advisors
Illinois
$47.2K – – –
FCMT
2211
Founders Capital Management (Texas)
Texas
$46K – – –
BCM
2212
Blume Capital Management
California
$42.5K – – –
BC
2213
Barrett & Company
Rhode Island
$41.2K +$486 +4 +1%
OW
2214
Olistico Wealth
Oklahoma
$41K – – –
PWA
2215
Provenance Wealth Advisors
Florida
$40.9K – – –
NL
2216
NVWM LLC
Pennsylvania
$40.4K – – –
IRC
2217
Investors Research Corp
Georgia
$39.2K -$94.1K -775 -71%
BWAM
2218
Boyd Watterson Asset Management
Ohio
$39.1K – – –
SHIM
2219
Stone House Investment Management
Pennsylvania
$38.8K – – –
NCM
2220
Northwest Capital Management
Oregon
$38.6K -$8.98K -74 -19%
WAS
2221
Winch Advisory Services
Wisconsin
$38.5K +$486 +4 +1%
CWP
2222
Concord Wealth Partners
Virginia
$37.5K +$36.2K +298 +2,709%
WWP
2223
WR Wealth Planners
Missouri
$37.3K +$5.58K +46 +18%
CCC
2224
Chelsea Counsel Company
California
$36.8K – – –
FPFS
2225
First Personal Financial Services
North Carolina
$36.8K +$364 +3 +1%
87 88
89
90 91