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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
SAM
1051
Sawgrass Asset Management
Florida
$456K +$489K +5,260 New
ST
1052
Semper Trust
Pennsylvania
$453K +$486K +5,225 New
FMII
1053
Farmers & Merchants Investments Inc
Nebraska
$453K +$486K +5,226 New
PFM
1054
Parsec Financial Management
North Carolina
$453K +$486K +5,233 New
TCM
1055
Texan Capital Management
Texas
$453K +$486K +5,234 New
CWA
1056
Constellation Wealth Advisors
New York
$450K +$482K +5,189 New
HSA
1057
Holt-Smith Advisors
Wisconsin
$450K +$483K +5,193 New
Jennison Associates
1058
Jennison Associates
New York
$450K +$483K +5,197 New
FSA
1059
Franklin Street Advisors
North Carolina
$450K +$483K +5,199 New
BMC
1060
Benin Management Corp
Connecticut
$449K +$482K +5,186 New
WC
1061
Whitnell & Co
Illinois
$443K +$475K +5,109 New
QLMGAA
1062
QS Legg Mason Global Asset Allocation
New York
$441K +$473K +5,087 New
CCB
1063
Cutter & Co Brokerage
Missouri
$438K +$470K +5,053 New
PVH
1064
Psagot Value Holdings
Israel
$437K +$469K +5,050 New
BC
1065
Barnett & Company
Tennessee
$432K +$464K +4,990 New
PIM
1066
Provident Investment Management
Michigan
$426K +$457K +4,914 New
SBWIC
1067
Schaper Benz & Wise Investment Counsel
Wisconsin
$424K +$455K +4,900 New
SAM
1068
Summit Asset Management
Tennessee
$423K +$454K +4,884 New
UBV
1069
United Bank (Virginia)
Virginia
$420K +$450K +4,847 New
NIM
1070
NuWave Investment Management
New Jersey
$418K +$448K +4,818 New
WAM
1071
Weatherly Asset Management
California
$417K +$447K +4,811 New
DY
1072
Dowling & Yahnke
California
$415K +$445K +4,786 New
SWA
1073
SFMG Wealth Advisors
Texas
$414K +$445K +4,785 New
ACA
1074
Anchor Capital Advisors
Massachusetts
$411K +$441K +4,750 New
HFM
1075
Hartford Financial Management
Connecticut
$410K +$440K +4,736 New
41 42
43
44 45

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.