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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
BC
926
Banced Corp
Illinois
$812K +$871K +9,374 New
MA
927
Marshwinds Advisory
Georgia
$811K +$869K +9,357 New
LC
928
Lakeshore Capital
Alabama
$810K +$869K +9,350 New
WIS
929
Wright Investors Service
Connecticut
$809K +$867K +9,335 New
BVDMP
930
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$805K +$864K +9,300 New
EM
931
Excalibur Management
Massachusetts
$803K +$861K +9,266 New
IPC
932
Independent Portfolio Consultants
Florida
$802K +$860K +9,260 New
ZF
933
Zhang Financial
Michigan
$799K +$857K +9,221 New
IAS
934
INR Advisory Services
Pennsylvania
$799K +$857K +9,228 New
BC
935
Burney Company
Virginia
$797K +$855K +9,196 New
JG
936
Jefferies Group
New York
$797K +$855K +9,197 New
ACI
937
Advance Capital I
Michigan
$797K +$855K +9,200 New
CBT
938
Central Bank & Trust
Kentucky
$791K +$848K +9,126 New
TFA
939
Toth Financial Advisory
Virginia
$791K +$849K +9,132 New
GT
940
Greenleaf Trust
Michigan
$781K +$837K +9,012 New
FWC
941
First Washington Corp
Washington
$781K +$838K +9,020 New
MHIC
942
Marble Harbor Investment Counsel
Massachusetts
$773K +$829K +8,926 New
ST
943
Stifel Trust
Missouri
$772K +$827K +8,903 New
SBH
944
Segall Bryant & Hamill
Illinois
$770K +$826K +8,887 New
FPCM
945
Financial Partners Capital Management
New York
$770K +$826K +8,889 New
PWW
946
Pettyjohn Wood & White
Virginia
$765K +$820K +8,828 New
AA
947
Ancora Advisors
Ohio
$753K +$808K +8,692 New
PWLP
948
Prio Wealth Limited Partnership
Massachusetts
$753K +$808K +8,700 New
NPIT
949
National Penn Investors Trust
Pennsylvania
$749K +$803K +8,643 New
TWA
950
TCI Wealth Advisors
Arizona
$735K +$788K +8,481 New
36 37
38
39 40

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.