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Altria Group
MO

Overview Fund Activity

1,199 hedge funds and large institutions have $49.8B invested in Altria Group in 2014 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 424 increasing their positions, 514 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,199
Holders Change
+38
Holders Change %
+3.27%
% of All Funds
34.48%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
1.18%
New
80
Increased
424
Reduced
514
Closed
35
Calls
$564M
Puts
$374M
Net Calls
+$190M
Net Calls Change
+$31M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$355M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$152M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$133M
4
Ameriprise
Ameriprise
Minnesota
+$118M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$93.2M

Top Sellers

1
State Street
State Street
Massachusetts
-$174M
2
Deutsche Bank
Deutsche Bank
Germany
-$158M
3
PI
Putnam Investments
Massachusetts
-$115M
4
Barclays
Barclays
United Kingdom
-$84.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
401
KMS Financial Services
Washington
$4.09M -$335K -7,995 -8%
SC
402
Scotia Capital
Ontario, Canada
$4.08M +$215K +5,124 +6%
ARMC
403
American Research & Management Company
Massachusetts
$4.05M -$91.2K -2,175 -2%
EFS
404
Essex Financial Services
Connecticut
$4.03M +$55.9K +1,333 +1%
SFG
405
Sather Financial Group
Texas
$4.01M – – –
BOTW
406
Bank of the West
California
$3.96M -$224K -5,340 -5%
FA
407
FDx Advisors
Illinois
$3.96M +$403K +9,600 +11%
RJFSA
408
Raymond James Financial Services Advisors
Florida
$3.93M +$105K +2,513 +3%
UR
409
USCA RIA
Texas
$3.91M -$1.65M -39,381 -30%
CPSAC
410
Chas P. Smith & Associates (CPS)
Florida
$3.88M -$8.34M -198,857 -68%
ADMI
411
Albert D. Mason Inc
Massachusetts
$3.86M +$353K +8,415 +10%
AT
412
Arden Trust
Delaware
$3.85M -$50.2K -1,197 -1%
HPC
413
HM Payson & Co
Maine
$3.84M -$15.2K -362 -0.4%
GJIC
414
Gamble Jones Investment Counsel
California
$3.8M +$129K +3,083 +4%
SIG
415
Schooner Investment Group
Pennsylvania
$3.77M -$418K -10,000 -10%
NFG
416
Next Financial Group
Texas
$3.76M +$3.76M +90,410 New
WAM
417
Wolverine Asset Management
Illinois
$3.75M -$1.1M -26,238 -23%
RJT
418
Raymond James Trust
Florida
$3.75M +$4.99K +119 +0.1%
MNBTD
419
Moody National Bank Trust Division
Texas
$3.74M +$955K +22,755 +34%
CIP
420
Convergence Investment Partners
Florida
$3.73M +$107K +2,554 +3%
AC
421
Alley Company
Illinois
$3.72M -$337K -8,032 -8%
PFS
422
Prospera Financial Services
Texas
$3.66M +$69.6K +1,659 +2%
KFC
423
Klingenstein Fields & Co
New York
$3.64M +$48K +1,145 +1%
PDN
424
Pensionfund DSM Netherlands
Netherlands
$3.61M – – –
OIM
425
Opus Investment Management
Massachusetts
$3.58M – – –
15 16
17
18 19