PM icon

Philip Morris
PM

Overview Fund Activity

2,327 hedge funds and large institutions have $150B invested in Philip Morris in 2024 Q3 according to their latest regulatory filings, with 250 funds opening new positions, 850 increasing their positions, 869 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,327
Holders Change
+128
Holders Change %
+5.82%
% of All Funds
33.66%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
250
Increased
850
Reduced
869
Closed
99
Calls
$1.08B
Puts
$871M
Net Calls
+$213M
Net Calls Change
-$25.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.81B
2
GQG Partners
GQG Partners
Florida
$5.18B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$608M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.12B
5
Capital World Investors
Capital World Investors
California
$14.4B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.6B
2
Capital Research Global Investors
Capital Research Global Investors
California
$6.84B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.03B
4
DCP
D1 Capital Partners
New York
$399M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
2301
Wiser Advisor Group
Arizona
$5.27K – – –
BFP
2302
Briaud Financial Planning
Texas
$5K +$5K +45 New
SC
2303
Swan Capital
Florida
$4.86K – – –
PS
2304
PayPay Securities
Japan
$4.86K +$1.09K +9 +29%
PCWA
2305
Pacific Capital Wealth Advisors
California
$4.49K +$4.49K +37 New
PPWM
2306
PFG Private Wealth Management
Florida
$3.64K -$4.01K -33 -52%
CPA
2307
Clear Point Advisors
New York
$3.51K – – –
TCG
2308
Transcendent Capital Group
Oklahoma
$3.4K – – –
WOC
2309
West Oak Capital
California
$3.14K – – –
CIAS
2310
CBIZ Investment Advisory Services
Ohio
$3.03K – – –
AWM
2311
Abound Wealth Management
Tennessee
$2.91K +$2.91K +24 New
LAM
2312
Lummis Asset Management
Texas
$2.79K – – –
HI
2313
Hoey Investments
Pennsylvania
$2.53K – – –
VWA
2314
Valued Wealth Advisors
Utah
$2.09K +$2.09K +17 New
NMG
2315
New Millennium Group
Utah
$2.06K – – –
WA
2316
WestEnd Advisors
North Carolina
$2.06K +$486 +4 +31%
VAMG
2317
Voisard Asset Management Group
Michigan
$1.94K +$1.94K +16 New
HC
2318
Hara Capital
Washington
$1.82K +$1.82K +15 New
HFS
2319
Horizon Financial Services
North Carolina
$1.7K – – –
SR
2320
Syntax Research
Florida
$1.46K +$1.46K +12 New
CAM
2321
ClariVest Asset Management
California
$1.42K – – –
1IA
2322
1620 Investment Advisors
Massachusetts
$1.37K +$1.37K +11 New
MAM
2323
Marquette Asset Management
Minnesota
$1.09K – – –
EA
2324
Evolution Advisers
Virginia
$1K – – –
RAM
2325
Riggs Asset Management
Pennsylvania
$972 – – –
91 92
93
94 95