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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 %
A
2226
AJOVista
Massachusetts
– -$137K -1,454 Closed
RA
2227
Resolute Advisors
California
– -$119K -1,251 Closed
GG
2228
Greenwood Gearhart
Arkansas
– -$116K -1,232 Closed
SAI
2229
Systematic Alpha Investments
New Jersey
– -$106K -1,126 Closed
PE
2230
Point72 Europe
United Kingdom
– -$103K -1,094 Closed
ODG
2231
O'Dell Group
Ohio
– -$81.6K -867 Closed
RIM
2232
Rockbridge Investment Management
New York
– -$80.8K -859 Closed
Twin Tree Management
2233
Twin Tree Management
Texas
– -$72.2K -767 Closed
EC
2234
EntryPoint Capital
New York
– -$54.8K -583 Closed
LFA
2235
Livelsberger Financial Advisory
Ohio
– -$52.6K -559 Closed
WCM
2236
Winthrop Capital Management
Indiana
– -$49.3K -524 Closed
AWM
2237
Activest Wealth Management
Florida
– -$47K -500 Closed
AIMA
2238
Ables Iannone Moore & Associates
Georgia
– -$37.6K -400 Closed
NFA
2239
Northwest Financial Advisors
Virginia
– -$32.7K -347 Closed
TVAMP
2240
Tennessee Valley Asset Management Partners
Tennessee
– -$32.5K -346 Closed
SA
2241
Scarborough Advisors
Maryland
– -$24.5K -260 Closed
HFM
2242
Harvest Fund Management
China
– -$22K -234 Closed
TCWA
2243
Turtle Creek Wealth Advisors
Texas
– -$21K -223 Closed
LFASL
2244
Lugano Financial Advisors SA (LFA)
Switzerland
– -$18.8K -200 Closed
LIWM
2245
Long Island Wealth Management
New York
– -$17K -183 Closed
PS
2246
Planned Solutions
California
– -$9.41K -100 Closed
GAMC
2247
Garner Asset Management Corp
Texas
– -$7.41K -83 Closed
AT
2248
Arlington Trust
Alabama
– -$7.72K -82 Closed
TFG
2249
Team Financial Group
California
– -$6.32K -67 Closed
RDFA
2250
Ritter Daniher Financial Advisory
Ohio
– -$5.65K -60 Closed
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