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Philip Morris

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
SIG
951
Schaller Investment Group
North Carolina
$733K +$786K +8,461 New
DHFB
952
Dixon Hubard Feinour & Brown
Virginia
$728K +$781K +8,402 New
EWA
953
EP Wealth Advisors
California
$727K +$780K +8,389 New
CAM
954
Carret Asset Management
New York
$722K +$774K +8,330 New
MPI
955
Mairs & Power Inc
Minnesota
$722K +$774K +8,332 New
ESBC
956
E.S. Barr & Co
Kentucky
$710K +$761K +8,193 New
SAMC
957
Shinko Asset Management Company
Japan
$710K +$762K +8,200 New
HCA
958
Harbour Capital Advisors
Virginia
$709K +$760K +8,182 New
NAMP
959
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$700K +$751K +8,081 New
MIP
960
Marietta Investment Partners
Wisconsin
$697K +$748K +8,050 New
FSC
961
Fiduciary Services Corp
Georgia
$695K +$745K +8,020 New
CA
962
Cornerstone Advisors
North Carolina
$693K +$743K +8,000 New
MSR
963
Main Street Research
Connecticut
$691K +$742K +7,983 New
BIM
964
Beach Investment Management
Pennsylvania
$688K +$738K +7,945 New
EA
965
Emerald Advisers
Pennsylvania
$684K +$734K +7,900 New
DAM
966
Doheny Asset Management
California
$683K +$733K +7,890 New
GAM
967
Gotham Asset Management
New York
$681K +$731K +7,864 New
DCLA
968
Douglas C. Lane & Associates
New York
$675K +$724K +7,791 New
PPSG
969
Princeton Portfolio Strategies Group
New Jersey
$673K +$722K +7,765 New
PAS
970
Partnervest Advisory Services
California
$663K +$711K +7,651 New
ERIM
971
Eagle Ridge Investment Management
Connecticut
$662K +$689K +7,416 New
ECM
972
Endex Capital Management
Kansas
$662K +$710K +7,642 New
SCM
973
SOL Capital Management
Maryland
$659K +$707K +7,610 New
AHB
974
Abner Herrman & Brock
New Jersey
$656K +$704K +7,572 New
Hotchkis & Wiley Capital Management
975
Hotchkis & Wiley Capital Management
California
$653K +$700K +7,534 New

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.