Philip Morris (PM) Bets $1.2B on ZYN as BAT (BTI) Steps Up Its Pouch Push
Philip Morris International (NYSE:PM) just turned a $600 million plan into a $1.2 billion one.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | GQG Partners Rajiv Jain | 45,436,985 | $8,220,008,114 | -10% | 15.29% |
| 2. | First Eagle Investment Management Jean-Marie Eveillard | 5,925,468 | $1,071,976,429 | +1% | 1.79% |
| 3. | Gardner Russo & Gardner Tom Russo | 4,530,846 | $819,675,318 | -2% | 9.18% |
| 4. | Fundsmith LLP Terry Smith | 2,913,693 | $527,116,201 | -44% | 3.86% |
| 5. | AQR Capital Management Cliff Asness | 2,517,931 | $455,518,957 | -14% | 0.16% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $78.57 | 500 | $39,285.00 | 16,310 | 2019-05-31 | Filing | |
| $80.74 | 500 | $40,370.00 | 15,810 | 2019-05-29 | Filing | |
| $84.67 | 2,500 | $211,675.00 | 15,310 | 2019-04-29 | Filing | |
| $80.99 | 15,000 | $1,214,839.50 | 62,323 | 2018-05-14 | Filing | |
| $81.49 | 25,000 | $2,037,142.50 | 47,323 | 2018-05-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $181.61 | 33,800 | $6,138,418.00 | 164,463 | 2026-02-19 | Filing | |
| $183.58 | 1,000 | $183,580.00 | 7,254 | 2026-02-20 | Filing | |
| $183.46 | 5,000 | $917,300.00 | 21,182 | 2026-02-20 | Filing | |
| $181.69 | 4,000 | $726,760.00 | 34,412 | 2026-02-19 | Filing | |
| $183.13 | 14,350 | $2,627,915.50 | 45,301 | 2026-02-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 133,152,391 | $24,089,493,986 | 2.85% | |
| 2. | 108,039,522 | $19,545,429,960 | 0.29% | |
| 3. | 101,785,557 | $18,414,025,116 | 0.39% | |
| 4. | 84,253,663 | $15,242,589,518 | 2.13% | |
| 5. | 72,252,261 | $13,073,556,624 | 2.7% |