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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
1
Fidelity Investments
Massachusetts
$2.81B
2
GQG Partners
2
GQG Partners
Florida
$5.18B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$608M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.12B
5
Capital World Investors
5
Capital World Investors
California
$14.4B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.6B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.84B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.03B
4
DCP
4
D1 Capital Partners
New York
$399M
5
Fundsmith LLP
5
Fundsmith LLP
United Kingdom
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$38.9M +$1.06M +8,754 +3%
FCI
202
Financial Counselors Inc
Kansas
$38.8M -$475K -3,910 -1%
CNB
203
Czech National Bank
Czech Republic
$38.5M +$2.49M +20,494 +7%
AB
204
Amalgamated Bank
New York
$38.2M +$43.1K +355 +0.1%
TRSOTSOK
205
Teachers Retirement System of the State of Kentucky
Kentucky
$37.4M -$851K -7,012 -2%
MAM
206
Martingale Asset Management
Massachusetts
$37.4M -$6.07M -50,016 -14%
RL
207
Ruffer LLP
United Kingdom
$37M +$7.55M +62,161 +26%
Lazard Asset Management
208
Lazard Asset Management
New York
$36.6M +$31.1M +255,913 +563%
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$36.3M +$947K +7,804 +3%
GLA
210
Great Lakes Advisors
Illinois
$36.2M -$2.24M -18,480 -6%
KAS
211
Kestra Advisory Services
Texas
$35.8M -$1.75M -14,452 -5%
GF
212
Gabelli Funds
New York
$35.4M +$243K +2,000 +0.7%
Bank of Nova Scotia
213
Bank of Nova Scotia
Ontario, Canada
$35M +$15.4M +126,536 +78%
IGAM
214
iA Global Asset Management
Quebec, Canada
$34.2M +$4.68M +38,548 +16%
FNF
215
Fidelity National Financial
Florida
$34M – – –
GHA
216
GW Henssler & Associates
Georgia
$33.8M -$554K -4,560 -2%
CSS
217
Cubist Systematic Strategies
Connecticut
$33.6M +$33.6M +277,181 New
CFB
218
Cullen/Frost Bankers
Texas
$33.1M -$1.63M -13,391 -5%
SMDAM
219
Sumitomo Mitsui DS Asset Management
Japan
$32.7M +$3.22M +26,559 +11%
TC
220
TownSquare Capital
Utah
$32.4M +$2.25M +18,510 +7%
Baird Financial Group
221
Baird Financial Group
Wisconsin
$31.8M +$5.72M +47,130 +22%
BCIM
222
British Columbia Investment Management
British Columbia, Canada
$31.5M -$4.61M -37,966 -13%
Fidelity International
223
Fidelity International
Bermuda
$31.5M -$46.7M -384,434 -60%
HTC
224
Haverford Trust Company
Pennsylvania
$31.3M +$230K +1,897 +0.7%
URS
225
Utah Retirement Systems
Utah
$31.2M +$134K +1,100 +0.4%
7 8
9
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