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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
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAM
201
Harber Asset Management
North Carolina
$28M +$3.74M +39,776 +15%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$27.8M -$1.7M -18,114 -6%
AA
203
ALPS Advisors
Colorado
$27.4M +$16.5K +175 +0.1%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$27.3M +$642K +6,827 +2%
DRZID
205
DePrince Race & Zollo Inc (DRZ)
Florida
$26.4M -$294K -3,127 -1%
CNB
206
Czech National Bank
Czech Republic
$25.6M +$58.5K +622 +0.2%
PFC
207
Poplar Forest Capital
California
$25.6M -$10.4M -110,128 -29%
GHA
208
GW Henssler & Associates
Georgia
$25.5M -$675K -7,171 -3%
CFM
209
Coronation Fund Managers
South Africa
$25.4M -$5.5M -58,411 -18%
URS
210
Utah Retirement Systems
Utah
$25.3M +$141K +1,500 +0.6%
HTC
211
Haverford Trust Company
Pennsylvania
$24.9M -$452K -4,800 -2%
RAM
212
RWC Asset Management
United Kingdom
$24.8M -$1.47M -15,581 -6%
QP
213
Quilter Plc
United Kingdom
$24.6M +$1.04M +11,077 +4%
NP
214
NorthRock Partners
Minnesota
$24.2M +$12.4M +130,500 +105%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$24.1M -$363K -3,858 -1%
AQR Capital Management
216
AQR Capital Management
Connecticut
$23.8M -$18.9M -200,830 -44%
CI
217
Conning Inc
Connecticut
$23.8M -$304K -3,237 -1%
GLA
218
Great Lakes Advisors
Illinois
$23.5M +$9.37M +99,630 +66%
IGAM
219
iA Global Asset Management
Quebec, Canada
$22.9M +$8.74M +92,907 +62%
VA
220
Vident Advisory
Georgia
$22.9M +$2.24M +23,801 +11%
CI
221
Cincinnati Insurance
Ohio
$22.8M – – –
Russell Investments Group
222
Russell Investments Group
United Kingdom
$22.6M -$2.43M -25,871 -10%
SMDAM
223
Sumitomo Mitsui DS Asset Management
Japan
$22.6M -$943K -10,028 -4%
II
224
IFM Investors
Australia
$22.4M -$90.2K -959 -0.4%
GL
225
Governors Lane
New York
$22.4M -$3.1M -32,900 -12%
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