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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.6B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.84B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.03B
4
DCP
4
D1 Capital Partners
New York
$399M
5
Fundsmith LLP
5
Fundsmith LLP
United Kingdom
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
DPIM
2376
Duff & Phelps Investment Management
Illinois
– -$359K -3,542 Closed
MFS
2377
Mirabella Financial Services
United Kingdom
– -$350K -3,454 Closed
VCG
2378
Vantage Consulting Group
Virginia
– -$347K -3,423 Closed
Hudson Bay Capital Management
2379
Hudson Bay Capital Management
Connecticut
– -$335K -3,309 Closed
SCM
2380
Steele Capital Management
Iowa
– -$330K -3,212 Closed
AIM
2381
Aigen Investment Management
New York
– -$314K -3,101 Closed
SWS
2382
SYSTM Wealth Solutions
Illinois
– -$311K -3,041 Closed
CA
2383
Crewe Advisors
Utah
– -$281K -2,773 Closed
CC
2384
Corton Capital
Ontario, Canada
– -$279K -2,755 Closed
FA
2385
Forefront Analytics
Pennsylvania
– -$278K -2,738 Closed
FSC
2386
Full Sail Capital
Oklahoma
– -$269K -2,654 Closed
PG
2387
Prostatis Group
Maryland
– -$245K -2,418 Closed
SCM
2388
Spreng Capital Management
Ohio
– -$243K -2,394 Closed
FRM
2389
Fox Run Management
Connecticut
– -$240K -2,366 Closed
AL
2390
Aspiriant LLC
California
– -$231K -2,283 Closed
MWM
2391
MBE Wealth Management
Wisconsin
– -$228K -2,246 Closed
EWM
2392
Elite Wealth Management
Washington
– -$225K -2,221 Closed
MSA
2393
Marathon Strategic Advisors
Pennsylvania
– -$223K -2,202 Closed
GI
2394
Gradient Investments
Minnesota
– -$222K -2,187 Closed
AP
2395
Appleton Partners
Massachusetts
– -$214K -2,111 Closed
BA
2396
Ballast Advisors
Minnesota
– -$210K -2,076 Closed
GC
2397
GFG Capital
Florida
– -$209K -2,064 Closed
CC
2398
Chicago Capital
Illinois
– -$209K -2,061 Closed
PP
2399
Pegasus Partners
Wisconsin
– -$209K -2,058 Closed
CVA
2400
Central Valley Advisors
California
– -$240K -2,001 Closed
94 95
96
97 98