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Philip Morris

2,345 hedge funds and large institutions have $150B invested in Philip Morris in 2024 Q3 according to their latest regulatory filings, with 249 funds opening new positions, 857 increasing their positions, 877 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 249 | Existing positions closed: 98

25% more call options, than puts

Call options by funds: $1.08B | Put options by funds: $871M

20% more capital invested

Capital invested by funds: $125B → $150B (+$25.1B)

8% more funds holding in top 10

Funds holding in top 10: 6065 (+5)

6% more funds holding

Funds holding: 2,2162,345 (+129)

0.24% more ownership

Funds ownership: 79.41%79.65% (+0.24%)

2% less repeat investments, than reductions

Existing positions increased: 857 | Existing positions reduced: 877

Holders
2,345
Holders Change
+129
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
0.93%
New
249
Increased
857
Reduced
877
Closed
98
Calls
$1.08B
Puts
$871M
Net Calls
+$213M
Net Calls Change
-$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$16.8B +$124M +1,064,226 +0.8%
Capital World Investors
2
Capital World Investors
California
$14.4B +$325M +2,792,892 +2%
BlackRock
3
BlackRock
New York
$12.3B +$315M +2,708,318 +3%
Capital International Investors
4
Capital International Investors
California
$11.8B +$130M +1,122,231 +1%
Capital Research Global Investors
5
Capital Research Global Investors
California
$6.84B -$412M -3,543,668 -6%
State Street
6
State Street
Massachusetts
$6.72B +$26.1M +224,840 +0.4%
GQG Partners
7
GQG Partners
Florida
$5.18B +$745M +6,407,760 +18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.89B +$72.2M +621,034 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$3.27B -$44.6M -383,982 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$2.81B +$781M +6,721,094 +41%
Morgan Stanley
11
Morgan Stanley
New York
$2.6B -$487M -4,192,100 -16%
Invesco
12
Invesco
Georgia
$2.34B -$171M -1,475,332 -7%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$2.03B -$364M -3,128,545 -16%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.94B -$30.1M -259,374 -2%
Bank of America
15
Bank of America
North Carolina
$1.85B -$151M -1,300,929 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.61B +$5.81M +50,017 +0.4%
Charles Schwab
17
Charles Schwab
California
$1.61B -$78.3M -674,103 -5%
Franklin Resources
18
Franklin Resources
California
$1.56B +$43.7M +376,406 +3%
Northern Trust
19
Northern Trust
Illinois
$1.49B -$52.9M -455,398 -4%
Fundsmith LLP
20
Fundsmith LLP
United Kingdom
$1.46B -$286M -2,461,786 -17%
N
21
Nuveen
North Carolina
$1.34B -$71.8M -618,040 -5%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$1.3B +$2M +17,228 +0.2%
Fayez Sarofim & Co
23
Fayez Sarofim & Co
Texas
$1.17B -$36.7M -316,136 -3%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$1.14B -$11.9M -101,993 -1%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$1.12B +$391M +3,363,454 +57%

PM Hedge Fund Activity: Q3 2024 in Review

2,345 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q3 2024, worth a combined $150B — up 20% from $125B a quarter earlier.

Buyers outnumbered sellers: 249 funds opened new PM positions and 98 closed out — a net gain of 151 holders — while 857 added to existing stakes and 877 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $781M. The largest seller was Morgan Stanley, cutting an estimated $487M.

  • 2,345 institutional investors held Philip Morris (PM) as of Q3 2024, up from 2,216 in Q2 2024.
  • Funds reported $150B of Philip Morris stock for Q3 2024, up 20% quarter-over-quarter.
  • 249 funds opened new Philip Morris positions in Q3 2024 and 98 closed out, a net change of +151 holders.
  • The largest Philip Morris buyer in Q3 2024 was Fidelity Investments, an estimated $781M added.
  • The largest Philip Morris seller in Q3 2024 was Morgan Stanley, an estimated $487M sold.

Based on aggregated 13F filings for Q3 2024.