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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 %
SC
2226
Sawyer & Company
Massachusetts
$36K – – –
PWMG
2227
Prestige Wealth Management Group
New Jersey
$36K -$3.07K -25 -8%
MAM
2228
Meeder Asset Management
Ohio
$35.6K +$850 +7 +2%
BIA
2229
Bell Investment Advisors
California
$33K +$2.31K +19 +8%
CTWM
2230
Cherry Tree Wealth Management
Minnesota
$32.7K – – –
S
2231
Sachetta
Massachusetts
$32.5K – – –
ADL
2232
Asset Dedication LLC
California
$32.2K – – –
TC
2233
Trust Company
Kansas
$32.1K – – –
FP
2234
Financial Perspectives
Minnesota
$31.7K – – –
FFA
2235
Frazier Financial Advisors
Ohio
$29.4K -$31.8K -262 -52%
DF
2236
Dunhill Financial
United Kingdom
$29.1K +$19.5K +161 +204%
MCA
2237
Maryland Capital Advisors
Maryland
$29K – – –
T
2238
Tidemark
California
$28.7K -$243 -2 -0.8%
AP
2239
Aspect Partners
Virginia
$28.5K – – –
PP
2240
PFS Partners
New Jersey
$28.4K – – –
IHWM
2241
Iron Horse Wealth Management
Iowa
$28.3K -$2.19K -18 -7%
EFP
2242
EnRich Financial Partners
Wisconsin
$28.3K – – –
VWM
2243
Valley Wealth Managers
New Jersey
$27.1K +$22.2K +183 +458%
HF
2244
Halpern Financial
Virginia
$26.2K -$15.7K -131 -37%
RFG
2245
REAP Financial Group
Texas
$24.9K -$4.5K -37 -15%
RDIA
2246
RE Dickinson Investment Advisors
Iowa
$24.5K – – –
SJIM
2247
St. Johns Investment Management
Florida
$24.3K – – –
BCA
2248
Bray Capital Advisors
Florida
$24.3K – – –
IWP
2249
IAG Wealth Partners
Wisconsin
$24.3K +$24.3K +200 New
RTL
2250
Red Tortoise LLC
Georgia
$23.3K +$6.68K +55 +40%
88 89
90
91 92