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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 %
BLC
2276
Brown, Lisle/Cummings
Rhode Island
$104K +$27.1K +225 +35%
SIS
2277
Strategic Investment Solutions
Illinois
$103K -$2.82K -30 -3%
NOI
2278
Newton One Investments
Delaware
$102K +$102K +848 New
PCFFS
2279
Pacific Center for Financial Services
California
$102K – – –
GEA
2280
Glen Eagle Advisors
New Jersey
$101K – – –
ITIM
2281
Indiana Trust & Investment Management
Indiana
$99.5K +$3.13K +26 +3%
MSWM
2282
Mowery & Schoenfeld Wealth Management
Illinois
$99.4K +$22.6K +188 +29%
NECFA
2283
New England Capital Financial Advisors
Connecticut
$94.2K +$962 +8 +1%
UBP
2284
Union Bancaire Privee
Switzerland
$93K +$93K +775 New
CM
2285
Capula Management
Cayman Islands
$90.4K +$77K +640 +577%
GIM
2286
Gold Investment Management
Alberta, Canada
$90.3K – – –
PCA
2287
PMV Capital Advisers
Texas
$90.3K +$90.3K +750 New
TWD
2288
True Wealth Design
Ohio
$89.7K +$67.5K +561 +305%
RTC
2289
Riverview Trust Company
Washington
$88.7K +$602 +5 +0.7%
AA
2290
AlphaMark Advisors
Kentucky
$87K – – –
RWM
2291
Ruedi Wealth Management
Illinois
$86.4K – – –
FWA
2292
FSC Wealth Advisors
New York
$86.4K -$241 -2 -0.3%
FLP
2293
Financial Life Planners
Arizona
$86.1K +$86.1K +715 New
DCM
2294
Davis Capital Management
Florida
$84.6K – – –
KWAG
2295
Kiely Wealth Advisory Group
North Carolina
$84.6K – – –
BCM
2296
Birch Capital Management
Texas
$84.2K +$84.2K +700 New
GFM
2297
GF Fund Management
China
$82.9K +$82.9K +689 New
M
2298
MOTCO
Texas
$78.8K -$5.66K -47 -7%
PWMG
2299
Private Wealth Management Group
New Jersey
$77.1K -$2.53K -21 -3%
CPG
2300
Cornerstone Planning Group
New Jersey
$75.8K +$1.96K +15 +3%
90 91
92
93 94