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Philip Morris
PM

1,308 hedge funds and large institutions have $98.7B invested in Philip Morris in 2013 Q2 according to their latest regulatory filings, with 1,308 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

69.77% more ownership

Funds ownership: 0% → 69.77% (+70%)

28% less call options, than puts

Call options by funds: $595M | Put options by funds: $824M

Holders
1,308
Holders Change
+1,308
Holders Change %
–
% of All Funds
42.68%
Holding in Top 10
111
Holding in Top 10 Change
+111
Holding in Top 10 Change %
% of All Funds
3.62%
New
1,308
Increased
–
Reduced
–
Closed
–
Calls
$595M
Puts
$824M
Net Calls
-$229M
Net Calls Change
-$229M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
626
Excelsia Inc
Georgia
$2.96M +$3.18M +34,200 New
JIC
627
Johnson Investment Counsel
Ohio
$2.96M +$3.17M +34,131 New
SCIA
628
Sanibel Captiva Investment Advisers
Illinois
$2.94M +$3.15M +33,887 New
JIM
629
Jupiter Investment Management
United Kingdom
$2.92M +$3.14M +33,745 New
CIBC World Market
630
CIBC World Market
Ontario, Canada
$2.91M +$3.13M +33,639 New
FA
631
FDx Advisors
Illinois
$2.9M +$3.11M +33,496 New
FHC
632
First Horizon Corporation
Tennessee
$2.88M +$3.09M +33,227 New
WF
633
Welch & Forbes
Massachusetts
$2.88M +$3.09M +33,209 New
DPIM
634
Duff & Phelps Investment Management
Illinois
$2.86M +$3.07M +32,985 New
PAI
635
Pittenger & Anderson Inc
Nebraska
$2.85M +$3.05M +32,850 New
KPCM
636
Kings Point Capital Management
New York
$2.82M +$3.02M +32,549 New
TCM
637
Tufton Capital Management
Maryland
$2.81M +$3.02M +32,498 New
SCA
638
Salient Capital Advisors
Texas
$2.81M +$3.01M +32,415 New
EB
639
Eastern Bank
Massachusetts
$2.81M +$3.01M +32,393 New
TTWM
640
TCV Trust & Wealth Management
Virginia
$2.79M +$2.99M +32,194 New
RW
641
Rand Wealth
Maryland
$2.76M +$2.96M +31,861 New
ECM
642
Exchange Capital Management
Michigan
$2.75M +$2.96M +31,811 New
FM
643
Foster & Motley
Ohio
$2.75M +$2.95M +31,771 New
WTIM
644
Wilmington Trust Investment Management
Delaware
$2.73M +$2.93M +31,537 New
SWITC
645
Stewart West Indies Trading Company
Colorado
$2.73M +$2.93M +31,500 New
PWM
646
ParenteBeard Wealth Management
Pennsylvania
$2.72M +$2.92M +31,440 New
VV
647
Verity & Verity
South Carolina
$2.71M +$2.91M +31,320 New
GIA
648
Guyasuta Investment Advisors
Pennsylvania
$2.71M +$2.91M +31,268 New
PL
649
Perpetual Ltd
Australia
$2.71M +$2.9M +31,227 New
BFM
650
Boston Financial Management
Massachusetts
$2.69M +$2.89M +31,084 New
24 25
26
27 28

PM Hedge Fund Activity: Q2 2013 in Review

1,308 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q2 2013, worth a combined $98.7B.

Buyers outnumbered sellers: 1,308 funds opened new PM positions and 0 closed out — a net gain of 1,308 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,308 institutional investors held Philip Morris (PM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $98.7B of Philip Morris stock for Q2 2013.
  • 1,308 funds opened new Philip Morris positions in Q2 2013 and 0 closed out, a net change of +1,308 holders.

Based on aggregated 13F filings for Q2 2013.