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Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.42B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$5.5B
3
BlackRock
3
BlackRock
New York
$9.29B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$905M
5
LPC
5
Lone Pine Capital
Connecticut
$283M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$10.3B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.66B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.07B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.1B
5
Ameriprise
5
Ameriprise
Minnesota
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.8B +$15.5M +164,833 +0.1%
Capital World Investors
2
Capital World Investors
California
$10.3B -$741M -7,878,571 -7%
Capital International Investors
3
Capital International Investors
California
$9.65B +$13.6M +144,098 +0.1%
BlackRock
4
BlackRock
New York
$9.29B +$431M +4,577,120 +5%
Morgan Stanley
5
Morgan Stanley
New York
$8.42B +$4.39B +46,701,949 +109%
State Street
6
State Street
Massachusetts
$5.55B +$96.4M +1,010,361 +2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$5.5B +$458M +4,869,272 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.79B +$56.7M +604,085 +2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$2.66B -$431M -4,575,955 -14%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$2.61B -$96.5M -1,025,401 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$2.53B -$83.3M -885,140 -3%
Invesco
12
Invesco
Georgia
$1.88B +$268M +2,844,209 +17%
Bank of America
13
Bank of America
North Carolina
$1.51B -$56M -594,912 -4%
Fundsmith LLP
14
Fundsmith LLP
United Kingdom
$1.41B -$2.53M -26,879 -0.2%
Northern Trust
15
Northern Trust
Illinois
$1.23B +$7.32M +77,820 +0.6%
Charles Schwab
16
Charles Schwab
California
$1.23B +$11.5M +125,919 +0.9%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$1.15B +$103M +1,096,551 +10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.1B -$252M -2,677,468 -19%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.07B -$290M -3,085,637 -21%
Ameriprise
20
Ameriprise
Minnesota
$1.07B -$169M -1,804,433 -14%
Fayez Sarofim & Co
21
Fayez Sarofim & Co
Texas
$1.05B -$70.9M -795,899 -6%
Mitsubishi UFJ Asset Management
22
Mitsubishi UFJ Asset Management
Japan
$996M +$203M +2,123,311 +26%
Viking Global Investors
23
Viking Global Investors
Connecticut
$905M +$344M +3,652,163 +61%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$888M -$4.28M -45,497 -0.5%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$848M -$2.99M -31,744 -0.4%
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