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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
RSVP
1151
Ramsay Stattman Vela & Price
Colorado
$291K +$312K +3,361 New
DCM
1152
Donaldson Capital Management
Indiana
$290K +$311K +3,352 New
LCM
1153
Lucas Capital Management
New Jersey
$289K +$310K +3,332 New
EIA
1154
Edgemoor Investment Advisors
Maryland
$287K +$308K +3,314 New
AI
1155
ArchPoint Investors
Florida
$287K +$308K +3,317 New
LBC
1156
Lawrence B. Cohen
$286K +$307K +3,300 New
WFMPM
1157
Woodley Farra Manion Portfolio Management
Indiana
$283K +$304K +3,267 New
FAAM
1158
First Allied Asset Management
California
$282K +$305K +3,278 New
MCM
1159
Matarin Capital Management
New York
$280K +$300K +3,227 New
PFA
1160
Pure Financial Advisors
California
$277K +$297K +3,198 New
FMP
1161
Financial Management Professionals
Texas
$277K +$297K +3,200 New
NCCM
1162
Nine Chapters Capital Management
New Jersey
$277K +$297K +3,200 New
BP
1163
Ballentine Partners
Massachusetts
$275K +$295K +3,172 New
CCM
1164
Carlson Capital Management
Minnesota
$274K +$294K +3,166 New
ZIG
1165
Zuckerman Investment Group
Illinois
$274K +$294K +3,167 New
SFI
1166
SPC Financial Inc
Maryland
$272K +$292K +3,141 New
HI
1167
Hudock Inc
Pennsylvania
$272K +$292K +3,145 New
ACM
1168
Argent Capital Management
Missouri
$271K +$291K +3,129 New
OA
1169
Outfitter Advisors
Virginia
$271K +$291K +3,131 New
SCM
1170
Sterneck Capital Management
Missouri
$271K +$291K +3,131 New
QI
1171
Quotient Investors
New York
$269K +$288K +3,100 New
CL
1172
CPWM LLC
Washington
$269K +$289K +3,105 New
NCM
1173
Noesis Capital Mangement
Florida
$268K +$288K +3,095 New
KCM
1174
Kornitzer Capital Management
Kansas
$264K +$283K +3,050 New
VC
1175
Vestor Capital
Illinois
$262K +$281K +3,019 New
45 46
47
48 49

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.