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TSN · PM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • TSN
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterTSNPM
Q3 202019 holders, $2.5bn25 holders, $19.7bn
Q4 202020 holders, $2.3bn25 holders, $21.5bn
Q1 202116 holders, $2.4bn27 holders, $22.1bn
Q2 202113 holders, $2.1bn20 holders, $23.2bn
Q3 202115 holders, $2.3bn25 holders, $22.8bn
Q4 202112 holders, $2.2bn26 holders, $22.3bn
Q1 202220 holders, $2.5bn29 holders, $23.2bn
Q2 202215 holders, $2.2bn28 holders, $25.8bn
Q3 202218 holders, $1.8bn33 holders, $22.2bn
Q4 202222 holders, $1.8bn26 holders, $27.0bn
Q1 202325 holders, $2.4bn36 holders, $27.6bn
Q2 202318 holders, $2.0bn29 holders, $28.9bn
Q3 202314 holders, $2.2bn32 holders, $28.5bn
Q4 202319 holders, $2.9bn34 holders, $28.8bn
Q1 202418 holders, $3.3bn36 holders, $28.4bn
Q2 202416 holders, $2.8bn31 holders, $31.4bn
Q3 202416 holders, $2.8bn39 holders, $38.2bn
Q4 202415 holders, $1.7bn40 holders, $36.6bn
Q1 202518 holders, $2.0bn44 holders, $49.1bn
Q2 202514 holders, $1.8bn44 holders, $54.3bn
Q3 202516 holders, $1.7bn36 holders, $49.3bn
Q4 202515 holders, $2.3bn26 holders, $50.5bn
Q1 202614 holders, $2.4bn25 holders, $57.3bn
Q2 202614 holders, $1.5bn27 holders, $63.8bn
TSN

Tyson Foods Inc

Holders
15
Reported value
$1.7bn
Buyers
8
Sellers
7

Breadth +1 among 94 comparable managers.

PM

Philip Morris Intl Inc

Holders
40
Reported value
$36.6bn
Buyers
22
Sellers
17

Breadth +5 among 94 comparable managers.

Who holds both, Q4 2024

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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