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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 %
GBWM
2401
Granite Bay Wealth Management
New Hampshire
– -$203K -2,000 Closed
OWMIAS
2402
One Wealth Management Investment & Advisory Services
Florida
– -$202K -1,995 Closed
O
2403
Ossiam
France
– -$140K -1,386 Closed
KFS
2404
Kelly Financial Services
Massachusetts
– -$128K -1,260 Closed
TWP
2405
Triad Wealth Partners
Kansas
– -$106K -1,050 Closed
GLR
2406
Great Lakes Retirement
Ohio
– -$105K -1,021 Closed
PCM
2407
Perritt Capital Management
Illinois
– -$101K -997 Closed
NOI
2408
Newton One Investments
Delaware
– -$85.2K -840 Closed
Bank Julius Baer & Co
2409
Bank Julius Baer & Co
Switzerland
– -$91.4K -810 Closed
NC
2410
nVerses Capital
Florida
– -$81.1K -800 Closed
CC
2411
Cypress Capital
Tennessee
– -$75.9K -749 Closed
TCCM
2412
Timber Creek Capital Management
Massachusetts
– -$66K -651 Closed
ETS
2413
ESL Trust Services
New York
– -$58.3K -575 Closed
MB
2414
Mizuho Bank
Japan
– -$50.7K -500 Closed
CP
2415
Camelot Portfolios
Ohio
– -$45.3K -447 Closed
LIA
2416
Lynx Investment Advisory
District of Columbia
– -$44.6K -440 Closed
WIA
2417
Wetzel Investment Advisors
Indiana
– -$38.2K -417 Closed
FRA
2418
Front Row Advisors
California
– -$35K -341 Closed
IWA
2419
IBEX Wealth Advisors
New Jersey
– -$24.7K -244 Closed
OAJ
2420
Ogorek Anthony Joseph
New York
– -$23K -235 Closed
TFF
2421
The Family Firm
Maryland
– -$20.2K -199 Closed
LFA
2422
LGT Financial Advisors
Texas
– -$14.8K -146 Closed
FW
2423
Fairway Wealth
Ohio
– -$11.8K -116 Closed
MFA
2424
McClarren Financial Advisors
Pennsylvania
– -$27K -101 Closed
ZRP
2425
Zynergy Retirement Planning
New Jersey
– -$5.07K -50 Closed
94 95 96
97
98