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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
PWAG
1301
Polaris Wealth Advisory Group
California
$8.66K +$9.29K +100 New
FNBOO
1302
First National Bank of Omaha
Nebraska
$7.74K +$8.3M +89,370 New
LWA
1303
Lenox Wealth Advisors
New York
$7K +$7.06K +76 New
MFBTD
1304
MB Financial Bank - Trust Department
Illinois
$6K +$6.04K +65 New
NMLIC
1305
Northwestern Mutual Life Insurance Company
Wisconsin
$5K +$5.58K +60 New
SHWM
1306
Smith & Howard Wealth Management
Georgia
$5K +$5.58K +60 New
GC
1307
Globeflex Capital
California
$3K +$3.44K +37 New
WSC
1308
Wellington Shields & Co
New York
$1.72K +$1.84M +19,852 New
MUMSS
1309
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1K +$929 +10 New
FPCG
1310
Fort Pitt Capital Group
Pennsylvania
$891 +$929 +10 New
NDSI
1311
Newman Dignan & Sheerar Inc
Rhode Island
$405 +$435K +4,680 New
PCMK
1312
Paragon Capital Management (Kansas)
Kansas
$223 +$239K +2,575 New
49 50 51 52
53

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.