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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
FHC
1001
First Heartland Consultants
Missouri
$576K +$618K +6,647 New
SHA
1002
Smith Hayes Advisers
Nebraska
$574K +$616K +6,631 New
NFG
1003
Nadler Financial Group
Illinois
$568K +$609K +6,556 New
NL
1004
NWAM LLC
Washington
$567K +$609K +6,550 New
CC
1005
Capital Counsel
New York
$566K +$607K +6,530 New
AFG
1006
American Financial Group
Ohio
$563K +$604K +6,500 New
TIM
1007
Telemus Investment Management
Michigan
$563K +$604K +6,502 New
WCM
1008
Wisconsin Capital Management
Wisconsin
$559K +$599K +6,450 New
HCM
1009
Howland Capital Management
Massachusetts
$555K +$595K +6,408 New
VNA
1010
VNBTrust National Association
Virginia
$553K +$593K +6,381 New
LC
1011
Lourd Capital
California
$553K +$594K +6,389 New
ANRIA
1012
American National Registered Investment Advisor
Texas
$550K +$590K +6,350 New
FANJ
1013
Financial Architects (New Jersey)
New Jersey
$542K +$579K +6,233 New
WOC
1014
West Oak Capital
California
$531K +$570K +6,135 New
CNC
1015
Citizens & Northern Corp
Pennsylvania
$528K +$567K +6,100 New
MNBTD
1016
Moody National Bank Trust Division
Texas
$522K +$560K +6,030 New
BA
1017
Bridgewater Associates
Connecticut
$520K +$558K +6,000 New
RC
1018
RBF Capital
California
$520K +$558K +6,000 New
CT
1019
Coastline Trust
Rhode Island
$519K +$556K +5,985 New
TCM
1020
Tanaka Capital Management
New York
$515K +$552K +5,941 New
FMBTD
1021
First Midwest Bank Trust Division
Illinois
$511K +$547K +5,891 New
FHB
1022
First Hawaiian Bank
Hawaii
$510K +$548K +5,895 New
BL
1023
BCWM LLC
Kansas
$509K +$546K +5,874 New
FNT
1024
First Nebraska Trust
Nebraska
$509K +$546K +5,876 New
WPIC
1025
White Pine Investment Company
Michigan
$508K +$545K +5,866 New
39 40
41
42 43

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.