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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
TAS
851
TIFF Advisory Services
Pennsylvania
$1.1M +$1.18M +12,700 New
WAM
852
Winslow Asset Management
Ohio
$1.1M +$1.18M +12,687 New
CFA
853
Carroll Financial Associates
North Carolina
$1.09M +$1.17M +12,581 New
RG
854
Renaissance Group
Kentucky
$1.09M +$1.17M +12,541 New
GP
855
GLG Partners
United Kingdom
$1.08M +$1.16M +12,516 New
AIM
856
Avity Investment Management
Connecticut
$1.08M +$1.16M +12,530 New
HC
857
HHG & Company
Connecticut
$1.07M +$1.15M +12,376 New
ASN
858
Advisory Services Network
Georgia
$1.07M +$1.12M +12,006 New
MSS
859
Mitchell Sinkler & Starr
Pennsylvania
$1.06M +$1.14M +12,302 New
B
860
BancorpSouth
Mississippi
$1.06M +$1.14M +12,303 New
TF
861
Tompkins Financial
New York
$1.06M +$1.14M +12,258 New
YMRC
862
Yorktown Management & Research Company
Virginia
$1.06M +$1.14M +12,250 New
TT
863
Tower Trust
Indiana
$1.05M +$1.13M +12,153 New
ALA
864
Atherton Lane Advisers
California
$1.05M +$1.13M +12,132 New
DD
865
Dominick & Dominick
New York
$1.05M +$1.12M +12,088 New
SOAMC
866
Spirit of America Management Corp
New York
$1.04M +$1.12M +12,000 New
CAL
867
Capital Analysts LLC
Pennsylvania
$1.03M +$1.11M +11,936 New
PCM
868
Parsons Capital Management
Rhode Island
$1.03M +$1.11M +11,915 New
SAG
869
Sterne Agee Group
Alabama
$1.03M +$1.11M +11,927 New
BAS
870
Brown Advisory Securities
Maryland
$1.03M +$1.11M +11,904 New
CIA
871
Choate Investment Advisors
Massachusetts
$1.03M +$1.1M +11,864 New
HIC
872
Harvey Investment Company
Kentucky
$1.02M +$1.1M +11,786 New
BHWM
873
Bar Harbor Wealth Management
New Hampshire
$1.02M +$1.09M +11,773 New
SFSG
874
Stearns Financial Services Group
North Carolina
$1.01M +$1.09M +11,696 New
BST
875
Bath Savings Trust
Maine
$1.01M +$1.09M +11,702 New
33 34
35
36 37

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.