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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 %
BFS
2401
Burkett Financial Services
South Carolina
$19.4K +$121 +1 +0.6%
PC
2402
Promus Capital
Illinois
$18.8K +$18.8K +156 New
BA
2403
Bellwether Advisors
Nebraska
$18.7K +$18.7K +155 New
FFL
2404
Financial Freedom LLC
Ohio
$18.2K +$121 +1 +0.7%
HDIM
2405
Hanson & Doremus Investment Management
Vermont
$18K – – –
CJL
2406
Cyrus J. Lawrence
New York
$18K – – –
MSFP
2407
Mark Sheptoff Financial Planning
Connecticut
$17.8K – – –
VWM
2408
Vermillion Wealth Management
Minnesota
$17.2K +$17.2K +143 New
CTB
2409
Country Trust Bank
Illinois
$16.8K – – –
CJ
2410
Caitlin John
Michigan
$16.7K – – –
FWM
2411
FSA Wealth Management
Massachusetts
$16.3K – – –
CWM
2412
Centricity Wealth Management
Ohio
$15.6K +$15.6K +130 New
CAC
2413
Core Alternative Capital
Georgia
$15.4K +$4.81K +40 +45%
AW
2414
Avion Wealth
Texas
$15K +$1.93K +17 +15%
MFT
2415
Moisand Fitzgerald Tamayo
Florida
$14.2K – – –
HC
2416
Hurley Capital
New York
$14K +$14K +105 New
CJH
2417
Christopher J. Hasenberg
Wisconsin
$13.7K – – –
WWP
2418
WR Wealth Planners
Missouri
$13.6K -$23.3K -194 -63%
SMAM
2419
Sugar Maple Asset Management
Wisconsin
$13.2K +$13.2K +110 New
HWM
2420
HighMark Wealth Management
Minnesota
$13.1K -$4.09K -34 -24%
MCM
2421
MidAtlantic Capital Management
Virginia
$12.8K – – –
PP
2422
Pacifica Partners
Canada
$12.1K – – –
TCM
2423
TruNorth Capital Management
Michigan
$12K – – –
NRG
2424
Nemes Rush Group
Michigan
$12K +$4.57K +38 +61%
TCM
2425
Tradewinds Capital Management
Washington
$12K +$12K +100 New
95 96
97
98 99