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
PTC
1076
Philadelphia Trust Company
Pennsylvania
$403K +$433K +4,658 New
EIM
1077
Emerson Investment Management
Massachusetts
$401K +$431K +4,634 New
FNBOH
1078
First National Bank of Hutchinson
Kansas
$401K +$431K +4,634 New
CA
1079
Callahan Advisors
Texas
$400K +$429K +4,621 New
CPS
1080
Counsel Portfolio Services
Ontario, Canada
$395K +$424K +4,560 New
JC
1081
Jacobs & Co
California
$395K +$425K +4,570 New
SSIA
1082
Spero-Smith Investment Advisers
Ohio
$391K +$420K +4,515 New
PFS
1083
Prospera Financial Services
Texas
$389K +$414K +4,450 New
SAS
1084
Spectrum Advisory Services
Georgia
$387K +$415K +4,470 New
BCM
1085
Becker Capital Management
Oregon
$387K +$416K +4,472 New
CIC
1086
Chilton Investment Company
Connecticut
$385K +$412K +4,439 New
TNBTD
1087
Trustmark National Bank Trust Department
Mississippi
$384K +$413K +4,442 New
AAM
1088
Autus Asset Management
Arizona
$383K +$411K +4,423 New
PMG
1089
ProVise Management Group
Florida
$383K +$412K +4,431 New
CCM
1090
Catawba Capital Management
Virginia
$377K +$405K +4,354 New
PHAM
1091
Palisades Hudson Asset Management
Florida
$370K +$397K +4,269 New
CICI
1092
Capital Investment Counsel Inc
North Carolina
$370K +$397K +4,276 New
SAM
1093
Strategy Asset Managers
California
$368K +$395K +4,252 New
BOK
1094
Bank of Kentucky
Kentucky
$365K +$391K +4,212 New
BT
1095
Beacon Trust
New Jersey
$361K +$388K +4,171 New
FIM
1096
Freedom Investment Management
Connecticut
$360K +$387K +4,161 New
ATC
1097
Argent Trust Company
Louisiana
$358K +$384K +4,137 New
BCM
1098
BTR Capital Management
California
$357K +$383K +4,120 New
BHTS
1099
Bar Harbor Trust Services
Maine
$355K +$381K +4,100 New
SFM
1100
Signature Financial Management
Virginia
$354K +$380K +4,086 New
42 43
44
45 46

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.