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Philip Morris
PM

Overview Fund Activity

2,484 hedge funds and large institutions have $151B invested in Philip Morris in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 989 increasing their positions, 825 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,484
Holders Change
+157
Holders Change %
+6.75%
% of All Funds
33.06%
Holding in Top 10
80
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.08%
% of All Funds
1.06%
New
303
Increased
989
Reduced
825
Closed
106
Calls
$993M
Puts
$1.01B
Net Calls
-$14.6M
Net Calls Change
-$228M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$733M
2
Capital World Investors
Capital World Investors
California
+$507M
3
BlackRock
BlackRock
New York
+$388M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$383M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$335M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$661M
2
Capital International Investors
Capital International Investors
California
-$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$264M
5
Invesco
Invesco
Georgia
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDW
2226
Fourth Dimension Wealth
Ohio
$174K +$174K +1,447 New
CFS
2227
CGC Financial Services
Oregon
$174K – – –
UIA
2228
Ulland Investment Advisors
Minnesota
$171K – – –
TFIPS
2229
Towarzystwo Funduszy Inwestycyjnych PZU SA
$170K +$83K +690 +96%
WCM
2230
Westend Capital Management
California
$165K +$20.3K +169 +14%
CHC
2231
City Holding Co
West Virginia
$163K -$12K -100 -7%
Q1WB
2232
Quest 10 Wealth Builders
Virginia
$163K +$163K +1,354 New
VFIC
2233
Valley Forge Investment Consultants
Pennsylvania
$160K +$120 +1 +0.1%
TIM
2234
Tortoise Investment Management
New York
$160K +$241 +2 +0.2%
SAM
2235
Synergy Asset Management
Washington
$157K +$157K +1,296 New
AIC
2236
Archer Investment Corporation
Indiana
$153K +$1.69K +14 +1%
FCT
2237
First Community Trust
Iowa
$150K – – –
GFPC
2238
Global Financial Private Client
Florida
$150K +$963 +8 +0.6%
KI
2239
Kapitalo Investimentos
Brazil
$150K +$150K +1,244 New
YDMI
2240
Y.D. More Investments
Israel
$149K -$18.8K -156 -11%
WPA
2241
West Paces Advisors
Georgia
$146K – – –
CAS
2242
Coppell Advisory Solutions
Texas
$146K -$960 -8 -0.7%
FWA
2243
Flagship Wealth Advisors
Massachusetts
$144K +$144K +1,200 New
AFM
2244
Aspetuck Financial Management
Connecticut
$144K +$144K +1,200 New
PP
2245
PrairieView Partners
Minnesota
$144K – – –
POIA
2246
Pin Oak Investment Advisors
Texas
$143K – – –
FFC
2247
First Financial Corp
Indiana
$143K -$1.2K -10 -0.8%
B
2248
Birchbrook
Maine
$141K – – –
FFWM
2249
Future Financial Wealth Management
Ohio
$140K -$24.1K -200 -15%
GWP
2250
Gen-Wealth Partners
Michigan
$139K -$20.1K -167 -13%
88 89
90
91 92