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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
DCM
726
Dialectic Capital Management
Connecticut
$1.92M +$2.05M +22,096 New
PNC
727
Park National Corp
Ohio
$1.91M +$2.05M +22,055 New
BAM
728
Barrett Asset Management
New York
$1.91M +$2.04M +22,006 New
SACTSONJ
729
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.88M +$2.01M +21,642 New
WSTAM
730
Wilbanks Smith & Thomas Asset Management
Virginia
$1.87M +$2.01M +21,606 New
MRCM
731
M&R Capital Management
New Jersey
$1.87M +$2M +21,576 New
Dodge & Cox
732
Dodge & Cox
California
$1.84M +$1.98M +21,300 New
PAMG
733
Patton Albertson Miller Group
Tennessee
$1.83M +$1.96M +21,110 New
PTC
734
Private Trust Company
Ohio
$1.83M +$1.96M +21,076 New
SCM
735
Shelton Capital Management
Colorado
$1.82M +$1.95M +21,031 New
OA
736
OFI Advisors
Pennsylvania
$1.82M +$1.95M +20,984 New
SCP
737
Seizert Capital Partners
Michigan
$1.81M +$1.94M +20,930 New
MBT
738
Monroe Bank & Trust
Michigan
$1.81M +$1.94M +20,894 New
CM
739
Capital Management
Virginia
$1.81M +$1.94M +20,858 New
PAM
740
Private Asset Management
California
$1.8M +$1.93M +20,788 New
FBB
741
Fulton Breakefield Broenniman
Maryland
$1.8M +$1.93M +20,784 New
FMT
742
First Mercantile Trust
Tennessee
$1.78M +$1.91M +20,566 New
STI
743
Susquehanna Trust & Investment
Pennsylvania
$1.78M +$1.91M +20,534 New
TYCC
744
Texas Yale Capital Corp
Florida
$1.77M +$1.9M +20,485 New
BIA
745
Biondo Investment Advisors
Pennsylvania
$1.77M +$1.9M +20,461 New
BAM
746
Berkshire Asset Management
Pennsylvania
$1.77M +$1.89M +20,384 New
HIM
747
Hermes Investment Management
United Kingdom
$1.76M +$1.89M +20,334 New
HC
748
Hawkins Capital
Texas
$1.73M +$1.86M +20,000 New
WA
749
WBH Advisory
Maryland
$1.72M +$1.85M +19,904 New
NRS
750
Neville Rodie & Shaw
New York
$1.72M +$1.85M +19,862 New
28 29
30
31 32

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.