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Philip Morris
PM

Overview Fund Activity

2,199 hedge funds and large institutions have $125B invested in Philip Morris in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 832 increasing their positions, 851 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,199
Holders Change
+63
Holders Change %
+2.95%
% of All Funds
31.99%
Holding in Top 10
60
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+33.33%
% of All Funds
0.87%
New
198
Increased
832
Reduced
851
Closed
99
Calls
$734M
Puts
$495M
Net Calls
+$239M
Net Calls Change
+$135M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$3.67B
2
Capital World Investors
2
Capital World Investors
California
$11.7B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$596M
4
Goldman Sachs
4
Goldman Sachs
New York
$681M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.67B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$9.77B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.02B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.59B
4
Citadel Advisors
4
Citadel Advisors
Florida
$113M
5
State Street
5
State Street
Massachusetts
$5.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
2251
State of Wyoming
Wyoming
– -$325K -3,548 Closed
OFS
2252
OneAscent Financial Services
Alabama
– -$297K -3,198 Closed
WFPG
2253
Waller Financial Planning Group
Ohio
– -$283K -3,084 Closed
DFCM
2254
Dark Forest Capital Management
Puerto Rico
– -$280K -3,054 Closed
BWM
2255
BKM Wealth Management
Wisconsin
– -$272K -2,970 Closed
AIA
2256
Angeles Investment Advisors
California
– -$262K -2,856 Closed
AG
2257
Algert Global
California
– -$255K -2,781 Closed
ALAM
2258
Asahi Life Asset Management
Japan
– -$250K -2,730 Closed
CPIA
2259
Cornell Pochily Investment Advisors
New York
– -$249K -2,717 Closed
CRWM
2260
Castle Rock Wealth Management
California
– -$260K -2,705 Closed
WA
2261
WESPAC Advisors
California
– -$242K -2,640 Closed
BWS
2262
Buck Wealth Strategies
Colorado
– -$242K -2,636 Closed
CWM
2263
Campbell Wealth Management
Virginia
– -$239K -2,608 Closed
CF
2264
Cantor Fitzgerald
New York
– -$232K -2,528 Closed
PEA
2265
Park Edge Advisors
Ohio
– -$231K -2,516 Closed
BA
2266
Birinyi Associates
Connecticut
– -$229K -2,500 Closed
BI
2267
Ballast Inc
Kentucky
– -$227K -2,475 Closed
DWA
2268
Delap Wealth Advisory
Oregon
– -$225K -2,459 Closed
PWM
2269
Power Wealth Management
Georgia
– -$224K -2,443 Closed
HIG
2270
Heritage Investment Group
Florida
– -$221K -2,412 Closed
FIB
2271
First Interstate Bank
Montana
– -$220K -2,400 Closed
NC
2272
NBW Capital
Massachusetts
– -$219K -2,391 Closed
SGCA
2273
Steel Grove Capital Advisors
Tennessee
– -$213K -2,321 Closed
BOPW
2274
Brandywine Oak Private Wealth
Pennsylvania
– -$207K -2,256 Closed
FWM
2275
Finer Wealth Management
Massachusetts
– -$206K -2,243 Closed
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