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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
ST
676
Spinnaker Trust
Maine
$2.43M +$2.61M +28,061 New
NJBEST
677
New Jersey Better Educational Savings Trust
New Jersey
$2.42M +$2.6M +28,000 New
AP
678
Atwood & Palmer
Missouri
$2.42M +$2.6M +27,970 New
KIA
679
KCM Investment Advisors
California
$2.41M +$2.58M +27,784 New
FBNAT
680
FirstMerit Bank N.A. Trustee
Ohio
$2.4M +$2.57M +27,695 New
OSAM
681
O'Shaughnessy Asset Management
Connecticut
$2.38M +$2.55M +27,424 New
Luther King Capital Management (LKCM)
682
Luther King Capital Management (LKCM)
Texas
$2.36M +$2.53M +27,236 New
AL
683
Airain Ltd
Guernsey
$2.34M +$2.51M +27,021 New
HCMNY
684
Howard Capital Management (New York)
New York
$2.34M +$2.51M +26,995 New
BSPF
685
British Steel Pension Fund
United Kingdom
$2.33M +$2.5M +26,939 New
HPBT
686
High Point Bank & Trust
North Carolina
$2.33M +$2.5M +26,882 New
LSV Asset Management
687
LSV Asset Management
Illinois
$2.31M +$2.48M +26,700 New
VAS
688
Valicenti Advisory Services
New York
$2.31M +$2.48M +26,667 New
AWA
689
AmeriServ Wealth Advisors
Pennsylvania
$2.31M +$2.48M +26,669 New
NMIFOAC
690
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.29M +$2.45M +26,400 New
FNBT
691
FineMark National Bank & Trust
Florida
$2.29M +$2.43M +26,137 New
I
692
IberiaBank
Louisiana
$2.28M +$2.45M +26,346 New
CI
693
Constellation Investments
Ohio
$2.27M +$2.43M +26,200 New
SC
694
StellarOne Corp
Virginia
$2.27M +$2.43M +26,167 New
LNWWM
695
Laird Norton Wetherby Wealth Management
California
$2.26M +$2.42M +26,055 New
GAM
696
Griffin Asset Management
New York
$2.23M +$2.39M +25,766 New
CCM
697
Chilton Capital Management
Texas
$2.22M +$2.38M +25,601 New
BHBT
698
Burke & Herbert Bank & Trust
Virginia
$2.21M +$2.37M +25,493 New
UF
699
Univest Financial
Pennsylvania
$2.16M +$2.32M +24,969 New
BPM
700
Bowling Portfolio Management
Ohio
$2.16M +$2.32M +24,929 New
26 27
28
29 30

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.