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Philip Morris
PM

Overview Fund Activity

2,136 hedge funds and large institutions have $111B invested in Philip Morris in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 811 increasing their positions, 877 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,136
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
30.97%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.65%
New
142
Increased
811
Reduced
877
Closed
117
Calls
$511M
Puts
$407M
Net Calls
+$104M
Net Calls Change
+$107M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.05B
2
GQG Partners
2
GQG Partners
Florida
$546M
3
LPC
3
Lone Pine Capital
Connecticut
$611M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$1.19B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.29B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.69B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.53B
3
Ameriprise
3
Ameriprise
Minnesota
$589M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.2B
5
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$898M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.5B +$44.1M +481,636 +0.4%
Capital World Investors
2
Capital World Investors
California
$10.2B +$154M +1,684,992 +2%
Capital International Investors
3
Capital International Investors
California
$9.4B -$856K -9,339 -0%
BlackRock
4
BlackRock
New York
$8.98B -$69.2M -755,317 -0.8%
Capital Research Global Investors
5
Capital Research Global Investors
California
$5.52B +$165M +1,800,864 +3%
State Street
6
State Street
Massachusetts
$5.38B -$19.1M -205,618 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.82B +$102M +1,116,568 +4%
Morgan Stanley
8
Morgan Stanley
New York
$2.69B -$5.51B -60,165,288 -67%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$2.48B -$62.9M -686,293 -2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$2.2B -$269M -2,937,868 -11%
Invesco
11
Invesco
Georgia
$1.92B +$92.7M +1,011,705 +5%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.53B -$1.06B -11,530,797 -41%
Bank of America
13
Bank of America
North Carolina
$1.5B +$27.9M +304,471 +2%
Fundsmith LLP
14
Fundsmith LLP
United Kingdom
$1.36B -$19.7M -215,420 -1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.29B +$247M +2,694,199 +24%
Charles Schwab
16
Charles Schwab
California
$1.22B +$33.2M +374,010 +3%
Viking Global Investors
17
Viking Global Investors
Connecticut
$1.19B +$311M +3,392,949 +35%
Northern Trust
18
Northern Trust
Illinois
$1.14B -$58.6M -639,332 -5%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$1.11B -$3.71M -40,402 -0.3%
Franklin Resources
20
Franklin Resources
California
$1.05B +$640M +6,981,910 +157%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.04B -$27.5M -300,667 -3%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$909M +$82.7M +902,557 +10%
Fayez Sarofim & Co
23
Fayez Sarofim & Co
Texas
$898M -$185M -2,019,025 -17%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$859M -$5.33M -58,177 -0.6%
Mitsubishi UFJ Asset Management
25
Mitsubishi UFJ Asset Management
Japan
$839M -$117M -1,279,097 -12%
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