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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
33.67%
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$16.8B +$129M +1,064,226 +0.8%
Capital World Investors
2
Capital World Investors
California
$14.4B +$339M +2,792,892 +2%
BlackRock
3
BlackRock
New York
$12.3B +$329M +2,708,318 +3%
Capital International Investors
4
Capital International Investors
California
$11.8B +$136M +1,122,231 +1%
Capital Research Global Investors
5
Capital Research Global Investors
California
$6.84B -$430M -3,543,668 -6%
State Street
6
State Street
Massachusetts
$6.72B +$27.6M +224,840 +0.4%
GQG Partners
7
GQG Partners
Florida
$5.18B +$778M +6,407,760 +18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.89B +$75.2M +621,034 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$3.27B -$46.6M -383,982 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$2.81B +$816M +6,721,094 +41%
Morgan Stanley
11
Morgan Stanley
New York
$2.6B -$509M -4,192,100 -16%
Invesco
12
Invesco
Georgia
$2.34B -$179M -1,475,332 -7%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$2.03B -$380M -3,128,545 -16%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.94B -$31.5M -259,374 -2%
Bank of America
15
Bank of America
North Carolina
$1.85B -$158M -1,300,929 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.61B +$6.07M +50,017 +0.4%
Charles Schwab
17
Charles Schwab
California
$1.61B -$81.8M -674,103 -5%
Franklin Resources
18
Franklin Resources
California
$1.56B +$45.2M +376,406 +3%
Northern Trust
19
Northern Trust
Illinois
$1.49B -$55.3M -455,398 -4%
Fundsmith LLP
20
Fundsmith LLP
United Kingdom
$1.46B -$299M -2,461,786 -17%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$1.34B -$75.2M -618,040 -5%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$1.3B +$2.09M +17,228 +0.2%
Fayez Sarofim & Co
23
Fayez Sarofim & Co
Texas
$1.17B -$38.4M -316,136 -3%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$1.14B -$12.4M -101,993 -1%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$1.12B +$408M +3,363,454 +57%
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