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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
AC
826
Alleghany Corporation
New York
$1.3M +$1.39M +15,000 New
LIA
827
LS Investment Advisors
Michigan
$1.29M +$1.38M +14,862 New
MA
828
Montag & Associates
Georgia
$1.28M +$1.37M +14,727 New
EWM
829
Endurance Wealth Management
Rhode Island
$1.26M +$1.35M +14,543 New
WHRC
830
W.H. Reaves & Co
New Jersey
$1.26M +$1.35M +14,518 New
NIM
831
Northeast Investment Management
Massachusetts
$1.25M +$1.34M +14,429 New
OMCS
832
Old Mutual Customised Solutions
South Africa
$1.22M +$1.31M +14,100 New
GD
833
Grandfield & Dodd
New York
$1.22M +$1.31M +14,078 New
RNS
834
Robert N. Shapiro
$1.2M +$1.29M +13,880 New
WPC
835
White Pine Capital
Minnesota
$1.2M +$1.28M +13,825 New
III
836
Independent Investors Inc
New York
$1.2M +$1.28M +13,800 New
SC
837
Saybrook Capital
North Carolina
$1.19M +$1.27M +13,700 New
ACP
838
Aviance Capital Partners
Florida
$1.19M +$1.27M +13,702 New
AP
839
Advisor Partners
California
$1.18M +$1.27M +13,652 New
MCM
840
Maryland Capital Management
Maryland
$1.18M +$1.27M +13,619 New
MMG
841
Monetary Management Group
Missouri
$1.17M +$1.25M +13,475 New
MC
842
MSF Capital
New York
$1.16M – – –
GIS
843
Guardian Investor Services
New York
$1.16M +$1.24M +13,385 New
BTNA
844
Bremer Trust National Association
Minnesota
$1.16M +$1.24M +13,377 New
NES
845
New England Securities
New York
$1.16M +$1.24M +13,359 New
CCA
846
Cobblestone Capital Advisors
New York
$1.15M +$1.23M +13,240 New
Fuller & Thaler Asset Management
847
Fuller & Thaler Asset Management
California
$1.14M +$1.22M +13,170 New
DSC
848
Duncker Streett & Co
Missouri
$1.13M +$1.21M +13,062 New
CCFCSB
849
Cape Cod Five Cents Savings Bank
Massachusetts
$1.13M +$1.21M +12,986 New
FBFS
850
First Business Financial Services
Wisconsin
$1.12M +$1.21M +12,969 New
32 33
34
35 36

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.