PM icon

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 %
MEG
2326
Millstone Evans Group
Colorado
$56.8K +$56.8K +472 New
DWM
2327
Darwin Wealth Management
Florida
$54K +$241 +2 +0.4%
RWS
2328
Retirement Wealth Solutions
Wisconsin
$53.7K +$53.7K +458 New
CAWM
2329
Capital A Wealth Management
Pennsylvania
$53.5K +$53.5K +444 New
MLA
2330
MB, Levis & Associates
Pennsylvania
$52.6K – – –
BBPWM
2331
Blue Bell Private Wealth Management
Pennsylvania
$52K -$17.6K -146 -25%
JFG
2332
Jefferies Financial Group
New York
$52K +$52K +432 New
PIS
2333
POM Investment Strategies
North Carolina
$51.4K +$601 +5 +1%
SIM
2334
Studio Investment Management
Illinois
$51.1K – – –
KBFS
2335
Kohmann Bosshard Financial Services
Ohio
$50.3K +$50.3K +418 New
PA
2336
PSI Advisors
Florida
$49.7K +$120 +1 +0.2%
ADL
2337
Asset Dedication LLC
California
$49.6K +$17.7K +147 +55%
SPF
2338
South Plains Financial
Texas
$49.6K +$49.6K +412 New
EIM
2339
Essex Investment Management
Massachusetts
$48.4K – – –
SWC
2340
Spectrum Wealth Counsel
Indiana
$48.1K – – –
CW
2341
Curio Wealth
Maryland
$48.1K +$48.1K +400 New
WW
2342
Winnow Wealth
Texas
$48.1K +$48.1K +401 New
DFA
2343
DHJJ Financial Advisors
Illinois
$46.8K – – –
BCM
2344
Basso Capital Management
Connecticut
$46.8K – – –
FCMT
2345
Founders Capital Management (Texas)
Texas
$45.6K – – –
WAS
2346
Winch Advisory Services
Wisconsin
$43.2K +$5.05K +42 +13%
TC
2347
Truvestments Capital
Florida
$43K +$22.9K +190 +114%
RFG
2348
REAP Financial Group
Texas
$42.3K +$17.7K +147 +72%
BCM
2349
Blume Capital Management
California
$42.1K – – –
T
2350
Transce3nd
Texas
$41.4K +$41.4K +344 New
92 93
94
95 96