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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
CC
876
Courier Capital
New York
$1.01M +$1.08M +11,648 New
CWM
877
Concert Wealth Management
California
$1M +$1.08M +11,582 New
GL
878
Globe Life
Texas
$996K +$1.07M +11,500 New
ICM
879
IMS Capital Management
Oregon
$993K +$1.06M +11,460 New
ZIC
880
ZWJ Investment Counsel
Georgia
$987K +$1.06M +11,390 New
FSA
881
Financial Sense Advisors
California
$983K +$1.05M +11,349 New
SJL
882
Shayne & Jacobs LLC
Tennessee
$979K +$1.05M +11,300 New
TBA
883
Train Babcock Advisors
New York
$979K +$1.05M +11,300 New
FBA
884
Front Barnett Associates
Illinois
$977K +$1.05M +11,275 New
CPO
885
Cerity Partners OCIO
New York
$974K +$1.05M +11,249 New
WSCM
886
Wellington Shields Capital Management
New York
$972K +$1.04M +11,219 New
RCAG
887
Rehmann Capital Advisory Group
Michigan
$971K +$1.04M +11,209 New
HW
888
Hancock Whitney
Mississippi
$970K +$1.04M +11,200 New
CAG
889
Crestwood Advisors Group
Massachusetts
$937K +$1.01M +10,823 New
Mariner
890
Mariner
Kansas
$936K +$1M +10,801 New
BB
891
Bell Bank
North Dakota
$932K +$1,000K +10,760 New
AF
892
Arrow Financial
New York
$927K +$995K +10,709 New
WCM Investment Management
893
WCM Investment Management
California
$921K +$988K +10,630 New
JRP
894
Jasper Ridge Partners
California
$917K +$984K +10,590 New
DG
895
Davidson & Garrard
Virginia
$916K +$983K +10,576 New
CWP
896
Capital Wealth Planning
Florida
$915K +$982K +10,567 New
MIM
897
Marco Investment Management
Georgia
$913K +$979K +10,535 New
BA
898
Boston Advisors
Massachusetts
$902K +$968K +10,415 New
NSCM
899
New South Capital Management
Tennessee
$901K +$966K +10,400 New
BCM
900
Bluefin Capital Management
New York
$900K +$891K +9,593 New
34 35
36
37 38

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.