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
CNBT
901
Canandaigua National Bank & Trust
New York
$900K +$965K +10,388 New
DWT
902
Dorsey & Whitney Trust
South Dakota
$890K +$954K +10,271 New
FAM
903
Fortaleza Asset Management
Illinois
$875K +$939K +10,100 New
IB
904
Intrust Bank
Kansas
$874K +$938K +10,090 New
RMDI
905
R.M. Davis Inc
Maine
$872K +$935K +10,063 New
Canada Life
906
Canada Life
Manitoba, Canada
$872K +$936K +10,075 New
MC
907
Miles Capital
Iowa
$870K +$934K +10,048 New
GPC
908
Glacier Peak Capital
Washington
$866K +$929K +10,000 New
MM
909
Midas Management
New York
$866K +$929K +10,000 New
OIM
910
Opus Investment Management
Massachusetts
$866K +$929K +10,000 New
CA
911
Cortland Associates
Missouri
$865K +$928K +9,988 New
AB
912
Atlas Brown
Kentucky
$863K +$926K +9,966 New
GC
913
Grimes & Company
Massachusetts
$850K +$912K +9,813 New
CWM
914
Cabot Wealth Management
Massachusetts
$845K +$907K +9,761 New
BDF
915
Balasa Dinverno & Foltz
$841K +$902K +9,711 New
GCT
916
Galaxy Capital Trading
British Virgin Islands
$840K +$901K +9,700 New
FCCM
917
First City Capital Management
Georgia
$834K +$895K +9,631 New
KTC
918
Kistler-Tiffany Companies
Pennsylvania
$833K +$894K +9,621 New
BO
919
BRR OpCo
Ohio
$830K +$891K +9,587 New
LCM
920
Liberty Capital Management
Michigan
$829K +$890K +9,575 New
GHA
921
GW Henssler & Associates
Georgia
$824K +$884K +9,513 New
JAFL
922
Jay A. Fishman Ltd
Michigan
$821K +$881K +9,480 New
HVIA
923
Hudson Valley Investment Advisors
New York
$820K +$880K +9,469 New
WCM
924
Windsor Capital Management
Arizona
$820K +$880K +9,472 New
TC
925
Taylor Cottrill
New Hampshire
$816K +$876K +9,425 New
35 36
37
38 39

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.