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Philip Morris

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
WA
1251
WealthTrust-Arizona
Arizona
$119K +$127K +1,369 New
PSI
1252
Pinnacle Summer Investments
Virginia
$114K +$123K +1,321 New
MMEA
1253
Mark Morris et al
$113K +$121K +1,300 New
JAM
1254
JCIC Asset Management
Ontario, Canada
$112K +$120K +1,290 New
BWFA
1255
Baltimore-Washington Financial Advisors
Maryland
$104K +$112K +1,200 New
SFSIG
1256
San Francisco Sentry Investment Group
California
$103K +$111K +1,192 New
OFS
1257
Orrstown Financial Services
Pennsylvania
$103K +$111K +1,194 New
HDIM
1258
Hanson & Doremus Investment Management
Vermont
$99K +$106K +1,140 New
JAM
1259
Jolley Asset Management
North Carolina
$99K +$107K +1,147 New
Loomis, Sayles & Company
1260
Loomis, Sayles & Company
Massachusetts
$96.2K +$103M +1,110,400 New
NYLIM
1261
New York Life Investment Management
New York
$95K +$102K +1,100 New
TIM
1262
Tortoise Investment Management
New York
$87K +$92.9K +1,000 New
WCM
1263
Wealthcare Capital Management
Virginia
$83K +$89.2K +960 New
BWM
1264
Baystate Wealth Management
Massachusetts
$82K +$88K +947 New
IWC
1265
Integrated Wealth Counsel
California
$76K +$81.9K +881 New
WIL
1266
Winifred I. Li
$75K +$80.3K +864 New
Thrivent Financial for Lutherans
1267
Thrivent Financial for Lutherans
Minnesota
$73.3K +$78.6M +846,348 New
ACM
1268
Antonetti Capital Management
Florida
$72K +$77K +829 New
MIM
1269
Macroview Investment Management
Maryland
$69K +$74K +796 New
HCC
1270
Hirtle Callaghan & Co
Pennsylvania
$66K +$69.7K +750 New
LIM
1271
Longfellow Investment Management
Massachusetts
$63K +$67.4K +725 New
FBT
1272
Founders Bank & Trust
Michigan
$62K +$66.3K +713 New
AW
1273
Alpha Windward
Massachusetts
$62K +$66.8K +719 New
YL
1274
YCG LLC
Texas
$60K +$65.3K +703 New
HCM
1275
Horrell Capital Management
Arkansas
$58K +$62.3K +670 New

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.