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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 %
MAV
2276
Mason & Associates (Virginia)
Virginia
– -$203K -2,211 Closed
CA
2277
Corrado Advisors
New Jersey
– -$200K -2,186 Closed
PPP
2278
Private Portfolio Partners
New Jersey
– -$180K -1,967 Closed
GFL
2279
Granite FO LLC
New Hampshire
– -$208K -1,700 Closed
FNBOO
2280
First National Bank of Omaha
Nebraska
– -$259K -1,630 Closed
MIM
2281
Meridiem Investment Management
United Kingdom
– -$147K -1,600 Closed
KLWA
2282
Kelly Lawrence W & Associates
California
– -$125K -1,362 Closed
FFWM
2283
Future Financial Wealth Management
Ohio
– -$125K -1,362 Closed
AFG
2284
Albion Financial Group
Utah
– -$82.5K -900 Closed
FSWA
2285
Financial Synergies Wealth Advisors
Texas
– -$73.2K -799 Closed
MUMSS
2286
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$53.1K -580 Closed
FFWA
2287
FRG Family Wealth Advisors
Washington
– -$33.3K -351 Closed
IPW
2288
Impact Partnership Wealth
Georgia
– -$18.4K -200 Closed
GG
2289
Gleason Group
Kentucky
– -$14.5K -158 Closed
DCP
2290
Distillate Capital Partners
Illinois
– -$12.4K -135 Closed
MAWCM
2291
Mine & Arao Wealth Creation & Management
California
– -$10.8K -118 Closed
LF
2292
LifeSteps Financial
California
– -$10.4K -114 Closed
NIC
2293
Northwest Investment Counselors
Oregon
– -$9.16K -100 Closed
APGC
2294
A.P. Gilfoyle & Co
New York
– -$9.16K -100 Closed
PP
2295
Pingora Partners
Wyoming
– -$8.7K -95 Closed
TC
2296
Truvestments Capital
Florida
– -$7.6K -83 Closed
FPF
2297
First Pacific Financial
Washington
– -$4.09K -44 Closed
PCWA
2298
Pacific Capital Wealth Advisors
California
– -$3.12K -34 Closed
AWM
2299
Abound Wealth Management
Tennessee
– -$1.1K -12 Closed
TWP
2300
TFO Wealth Partners
Ohio
– -$92 -1 Closed
88 89 90 91
92