We are live on ! Find out more
PM icon

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
BT
751
Bankers Trust
Iowa
$1.72M +$1.85M +19,863 New
SGAM
752
Steinberg Global Asset Management
Florida
$1.72M +$1.84M +19,849 New
GLI
753
Guardian Life Insurance
New York
$1.72M +$1.84M +19,831 New
Connor, Clark & Lunn Investment Management (CC&L)
754
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.72M +$1.75M +18,780 New
ST
755
Smithfield Trust
Pennsylvania
$1.7M +$1.83M +19,644 New
HI
756
Hendershot Investments
Virginia
$1.68M +$1.81M +19,445 New
RIL
757
Rothschild Investment LLC
Illinois
$1.67M +$1.79M +19,315 New
BFS
758
Bradley Foster & Sargent
Connecticut
$1.67M +$1.79M +19,287 New
HAIM
759
Hunter Associates Investment Management
Pennsylvania
$1.67M +$1.79M +19,269 New
MIC
760
MU Investments Company
Japan
$1.66M +$1.76M +18,950 New
DA
761
Dillon & Associates
Michigan
$1.65M +$1.77M +19,011 New
WCA
762
Westover Capital Advisors
Delaware
$1.65M +$1.77M +18,999 New
CAS
763
CTC Alternative Strategies
Illinois
$1.64M +$1.76M +18,900 New
RA
764
Rational Advisors
New York
$1.63M +$1.75M +18,864 New
PWAP
765
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.63M +$1.74M +18,757 New
PCM
766
Princeton Capital Management
New Jersey
$1.62M +$1.74M +18,714 New
LA
767
Lynch & Associates
Indiana
$1.62M +$1.74M +18,689 New
BRWA
768
B. Riley Wealth Advisors
Florida
$1.61M +$1.72M +18,545 New
GI
769
GAMCO Investors
Connecticut
$1.59M +$1.71M +18,369 New
KWMG
770
King Wealth Management Group
Florida
$1.59M +$1.7M +18,323 New
PHIMC
771
Private Harbour Investment Management & Counsel
Ohio
$1.58M +$1.7M +18,270 New
FNBTCON
772
First National Bank & Trust Co of Newtown
Pennsylvania
$1.58M +$1.69M +18,210 New
FBP
773
Flippin Bruce & Porter
Virginia
$1.57M +$1.69M +18,150 New
ANBTV
774
American National Bank & Trust (Virginia)
Virginia
$1.56M +$1.68M +18,075 New
FMWA
775
Forvis Mazars Wealth Advisors
Missouri
$1.56M +$1.67M +18,023 New
29 30
31
32 33

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.