Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PHILIP MORRIS INTL INC (PM)

3K + Investors. Track Smart Money conviction in PM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +76
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — PM

Based on 2610 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
2,610 hedge funds hold PM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+292 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

1334 buying1155 selling
Last quarter: 1,334 funds bought or added vs 1,155 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+128 vs last Q)

new funds entering per quarter
Funds opening a new PM position: 329 → 275 → 155 → 283. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 19% medium ■ 13% new
1,789 out of 2,610 hedge funds have held PM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

232 → 329 → 275 → 155 → 283 new funds/Q
New funds entering each quarter: 329 → 275 → 155 → 283. PM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Of 2,671 current holders: 1,865 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
46 of 2610 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in PM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PM

How many hedge funds hold PM — quarterly history vs. share price
Quarterly hedge fund ownership of PM vs. share price

Market Analysis: PM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PM

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

193 top-rated funds 43 high-conviction
Consensus
9.9
/ 10
breadth
×
Elite
6.2
/ 10
conviction
Hedge Fund Positioning: PM
2026 Q1 Stats Unlock in 21 days 3K + Investors

Track Smart Money conviction in PM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2671 2606 2.49%
13F Shares 1.28B 1.27B 0.57%
Total Value $202.48B $203.72B -0.61%
New Positions 286 157 +129
Increased Positions 1135 1124 +11
Closed Positions 213 260 -47
Reduced Positions 1044 1102 -58
Total Calls 35 43 -18.6%
Total Puts 38 39 -2.56%
PUT/CALL Ratio 1.09 0.91 Neutral

Statistics: PM

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PM. Verified SEC 13F-HR filings.

Top 25 institutional holders of PM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CALEDONIA INVESTMENTS PLC 13.57% 702,563 $116.1M
2 Vigil Wealth Management, LLC 6.53% 48,893 $8.1M
3 Kennon-Green & Company, LLC 6.33% 46,684 $7.7M
4 Bronte Capital Management Pty Ltd. 5.58% 341,098 $56.4M
5 R.H. Investment Group, LLC 5.46% 44,024 $7.1M
6 Ninety One North America, Inc. 5.33% 717,522 $118.6M
7 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 4.00% 43,753 $7.2M
8 O'Domhnaill Enterprises, Inc. 3.78% 28,347 $4.7M
9 Orca Wealth Management, LLC 3.68% 31,277 $5.2M
10 ASSET PLANNING SERVICES INC /LA/ /ADV 3.57% 49,220 $8K
11 CFC Planning Co LLC 3.53% 29,890 $4.9M
12 Alley Investment Management Company, LLC 3.32% 165,073 $27.3M
13 TWIN CITY PRIVATE WEALTH, LLC 3.11% 24,560 $4.1M
14 Citadel Investment Advisory, Inc. 3.08% 39,030 $6.5M
15 Perpetual Ltd 2.98% 1,177,113 $194.6M
16 Hamlin Capital Management, LLC 2.92% 731,871 $121.0M
17 Employees Provident Fund Board 2.78% 664,287 $65.2M
18 Ninety One UK Ltd 2.75% 7,161,703 $1.18B
19 TrueMark Investments, LLC 2.74% 85,031 $14.1M
20 Sky Investment Group LLC 2.41% 85,000 $14.1M
21 Aurdan Capital Management, LLC 2.41% 48,502 $8.0M
22 BENEDICT FINANCIAL ADVISORS INC 2.40% 69,847 $11.5M
23 PICTET BANK & TRUST Ltd 2.39% 10,971 $1.8M
24 Tower View Wealth Management LLC 2.32% 27,294 $4.5M
25 CFM WEALTH PARTNERS LLC 2.31% 93,112 $15.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PHILIP MORRIS INTL INC (PM)

What does the Smart Money Trend signal show for PM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PM?

Slight buying edge — 54% buying: Last quarter: 1,334 funds bought or added vs 1,155 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PM holders?

Elite ownership — 66% AUM from top-100 funds: 46 of 2610 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in PM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PM?

69% of holders stayed for 2+ years: 1,789 out of 2,610 hedge funds have held PM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.