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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
ACM
1101
Apex Capital Management
Ohio
$350K +$375K +4,035 New
AHS
1102
Aspiriant Holdings S3
California
$342K +$366K +3,943 New
DFIM
1103
Detwiler Fenton Investment Management
Massachusetts
$342K +$367K +3,950 New
BSWMG
1104
Barrington Strategic Wealth Management Group
Illinois
$340K +$365K +3,927 New
MWP
1105
MYCIO Wealth Partners
Pennsylvania
$339K +$364K +3,912 New
FMC
1106
First Merchants Corp
Indiana
$338K +$362K +3,900 New
DIA
1107
Dean Investment Associates
Ohio
$337K +$361K +3,886 New
SCM
1108
Southport Capital Management
Tennessee
$336K +$360K +3,875 New
FNBSF
1109
First National Bank Sioux Falls
South Dakota
$334K +$358K +3,858 New
MG
1110
MDE Group
New Jersey
$333K +$357K +3,844 New
TCM
1111
Telos Capital Management
California
$333K +$357K +3,847 New
NAM
1112
NTV Asset Management
West Virginia
$330K +$354K +3,814 New
G
1113
GlobalBridge
Minnesota
$329K +$353K +3,804 New
AT
1114
Arvest Trust
Oklahoma
$327K +$351K +3,772 New
FVCM
1115
F&V Capital Management
Florida
$326K +$349K +3,760 New
BB
1116
Busey Bank
Illinois
$324K +$347K +3,730 New
BTS
1117
BB&T Securities
Virginia
$324K +$34.7M +373,671 New
MCM
1118
Marathon Capital Management
Maryland
$322K +$345K +3,715 New
MAM
1119
Meeder Asset Management
Ohio
$321K +$345K +3,710 New
WPAM
1120
Wright Private Asset Management
Connecticut
$320K +$343K +3,692 New
WCF
1121
West Coast Financial
California
$319K +$342K +3,680 New
NSIM
1122
North Star Investment Management
Illinois
$318K +$341K +3,670 New
IFB
1123
iAB Financial Bank
Indiana
$314K +$336K +3,620 New
AF
1124
Allworth Financial
California
$314K +$337K +3,624 New
Verition Fund Management
1125
Verition Fund Management
Connecticut
$313K +$336K +3,611 New
43 44
45
46 47

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.