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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
MBT
1201
Montecito Bank & Trust
California
$233K +$250K +2,690 New
FA
1202
FCG Advisors
New Jersey
$228K +$244K +2,628 New
NYLT
1203
New York Life Trust
New York
$228K +$244K +2,628 New
CC
1204
Cornerstone Capital
California
$228K +$244K +2,629 New
SC
1205
Schulhoff & Co
Ohio
$228K +$245K +2,632 New
IFLIT
1206
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$226K +$243K +2,610 New
FMW
1207
Farr Miller & Washington
District of Columbia
$225K +$242K +2,600 New
WRM
1208
Westport Resources Management
Connecticut
$223K +$240K +2,578 New
MVA
1209
Mount Vernon Associates
Maryland
$221K +$237K +2,550 New
SPC
1210
Stewart & Patten Company
California
$221K +$237K +2,550 New
BFPW
1211
BOK Financial Private Wealth
Colorado
$218K +$234K +2,513 New
CCM
1212
Cohen Capital Management
California
$217K +$232K +2,500 New
Edgewood Management
1213
Edgewood Management
Connecticut
$217K +$232K +2,500 New
WIC
1214
Woodmont Investment Counsel
Tennessee
$216K +$232K +2,497 New
SWM
1215
Segment Wealth Management
Texas
$215K +$230K +2,480 New
MA
1216
MCF Advisors
Kentucky
$215K +$244K +2,622 New
AP
1217
Appleton Partners
Massachusetts
$214K +$230K +2,473 New
RFS
1218
Rockefeller Financial Services
New York
$214K +$230K +2,473 New
S
1219
SignatureFD
Georgia
$213K +$228K +2,459 New
WCM
1220
Weyland Capital Management
New Hampshire
$212K +$227K +2,447 New
SIM
1221
Sadoff Investment Management
Wisconsin
$210K +$225K +2,420 New
JMH
1222
J.M. Hartwell
New York
$208K +$223K +2,400 New
PAS
1223
Professional Advisory Services
Florida
$204K +$218K +2,350 New
TFF
1224
Timothy F. Fidgeon
$203K +$217K +2,340 New
BAM
1225
Banta Asset Management
California
$203K +$218K +2,346 New
47 48
49
50 51

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.