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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
GGPS
1226
Gary Goldberg Planning Services
New York
$202K +$217K +2,333 New
PGA
1227
Portland Global Advisors
Maine
$202K +$217K +2,335 New
SCG
1228
Strategic Capital Group
Washington
$183K +$197K +2,117 New
CW
1229
Cobiz Wealth
Colorado
$182K +$195K +2,100 New
AFC
1230
AFT Forsyth & Company
Florida
$181K +$194K +2,093 New
OWP
1231
Obermeyer Wealth Partners
Colorado
$180K +$193K +2,082 New
JWM
1232
Jacobus Wealth Management
Wisconsin
$176K +$189K +2,034 New
WCM
1233
Westend Capital Management
California
$175K +$186K +2,000 New
AA
1234
AlphaMark Advisors
Kentucky
$175K +$188K +2,026 New
AIM
1235
Acropolis Investment Management
Missouri
$175K +$188K +2,020 New
PFO
1236
Pathstone Family Office
New Jersey
$173K +$186K +1,999 New
HIM
1237
Hillsdale Investment Management
Ontario, Canada
$173K +$186K +2,000 New
AA
1238
Apriem Advisors
California
$168K +$180K +1,940 New
PIA
1239
Piedmont Investment Advisors
North Carolina
$164K +$176K +1,899 New
BEAM
1240
Baker Ellis Asset Management
Washington
$164K +$176K +1,899 New
HCM
1241
Highlander Capital Management
New Jersey
$158K +$169K +1,823 New
CCM
1242
Cazenove Capital Management
United Kingdom
$151K +$162K +1,747 New
TRCT
1243
Tower Research Capital (TRC)
New York
$145K +$156K +1,678 New
CFS
1244
Community Financial System
New York
$141K +$151K +1,623 New
TCM
1245
TD Capital Management
Tennessee
$139K +$150K +1,609 New
OCM
1246
Osterweis Capital Management
California
$130K +$139K +1,499 New
VCM
1247
Vigilant Capital Management
Maine
$130K +$140K +1,505 New
CPA
1248
Cowen Prime Advisors
New York
$123K +$130K +1,400 New
RIA
1249
Regal Investment Advisors
Michigan
$123K +$131K +1,411 New
AIP
1250
Advanced Investment Partners
Florida
$121K +$130K +1,402 New
48 49
50
51 52

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.