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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 %
OLVIG
2251
Oliver Lagore Vanvalin Investment Group
Michigan
$135K – – –
APW
2252
Acima Private Wealth
Virginia
$135K – – –
USB
2253
Union Savings Bank
Connecticut
$134K -$3.25K -27 -2%
CSC
2254
Cove Street Capital
California
$132K – – –
VWA
2255
VSM Wealth Advisory
Maryland
$130K +$130K +1,180 New
TSMHT
2256
Thurston Springer Miller Herd & Titak
Indiana
$129K +$12K +100 +10%
SC
2257
Stephens Consulting
Michigan
$129K -$11.9K -99 -8%
PSB
2258
Piscataqua Savings Bank
New Hampshire
$128K – – –
MIM
2259
Marshall Investment Management
Colorado
$127K +$127K +1,049 New
SHF
2260
Safe Harbor Fiduciary
Florida
$125K – – –
VFM
2261
Vision Financial Markets
Connecticut
$123K +$123K +1,022 New
CWM
2262
CarsonAllaria Wealth Management
Illinois
$121K -$21.5K -179 -15%
SAM
2263
S.A. Mason
Michigan
$120K +$842 +7 +0.7%
EWM
2264
Evermay Wealth Management
Virginia
$119K -$2.06K -17 -2%
HFS
2265
Hopwood Financial Services
Virginia
$119K +$119K +986 New
AFG
2266
Albion Financial Group
Utah
$117K +$117K +969 New
MCM
2267
MV Capital Management
Maryland
$116K +$842 +7 +0.7%
JEST
2268
JTC Employer Solutions Trustee
Jersey
$113K – – –
PPA
2269
Painted Porch Advisors
California
$111K +$12.4K +103 +13%
TCM
2270
TD Capital Management
Tennessee
$109K +$963 +8 +0.9%
CWM
2271
Cranbrook Wealth Management
Michigan
$109K +$482 +4 +0.4%
ETS
2272
ESL Trust Services
New York
$108K +$108K +900 New
PG
2273
Proffitt & Goodson
Tennessee
$107K – – –
CWM
2274
Copia Wealth Management
Oregon
$106K +$106K +878 New
PMAM
2275
Picton Mahoney Asset Management
Ontario, Canada
$104K +$33.6K +280 +48%
89 90
91
92 93