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Altria Group
MO

Overview Fund Activity

1,334 hedge funds and large institutions have $58.7B invested in Altria Group in 2014 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 461 increasing their positions, 511 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
+106
Holders Change %
+8.63%
% of All Funds
35.6%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
1.49%
New
168
Increased
461
Reduced
511
Closed
47
Calls
$300M
Puts
$600M
Net Calls
-$300M
Net Calls Change
-$331M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$188M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$170M
3
State Street
State Street
Massachusetts
+$164M
4
BFA
BlackRock Fund Advisors
California
+$135M
5
Barclays
Barclays
United Kingdom
+$115M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$653M
2
Bank of America
Bank of America
North Carolina
-$325M
3
ACM
Americafirst Capital Management
California
-$253M
4
Deutsche Bank
Deutsche Bank
Germany
-$190M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
701
Carson Wealth (CWM LLC)
Nebraska
$1.3M -$1.07M -21,763 -45%
YAM
702
Yacktman Asset Management
Texas
$1.3M – – –
NES
703
New England Securities
New York
$1.29M -$115K -2,331 -8%
BTNA
704
Bremer Trust National Association
Minnesota
$1.29M +$2.76K +56 +0.2%
CAL
705
Capital Analysts LLC
Pennsylvania
$1.27M +$46.9K +951 +4%
CA
706
Cornerstone Advisors
North Carolina
$1.27M -$591K -12,000 -32%
BIA
707
Biondo Investment Advisors
Pennsylvania
$1.27M +$225K +4,565 +22%
GIBU
708
Gulf International Bank (UK)
United Kingdom
$1.27M +$379K +7,700 +43%
SOAMC
709
Spirit of America Management Corp
New York
$1.27M – – –
VIA
710
Vident Investment Advisory
Georgia
$1.26M +$1.26M +25,626 New
FMB
711
Field & Main Bank
Kentucky
$1.26M +$24.6K +500 +2%
AP
712
Atwood & Palmer
Missouri
$1.26M +$247K +5,001 +24%
BC
713
Bartlett & Co
Ohio
$1.26M +$28.8K +585 +2%
TCOTO
714
Trust Company of the Ozarks
Missouri
$1.25M +$7.14K +145 +0.6%
CCB
715
Cutter & Co Brokerage
Missouri
$1.25M +$2.81K +57 +0.2%
GF
716
Gerstein Fisher
New York
$1.25M +$95.3K +1,937 +8%
FMWA
717
Forvis Mazars Wealth Advisors
Missouri
$1.25M +$177K +3,588 +17%
MDCM
718
Morgan Dempsey Capital Management
Wisconsin
$1.24M +$97.4K +1,976 +9%
SACTSONJ
719
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.23M – – –
BHBT
720
Burke & Herbert Bank & Trust
Virginia
$1.23M – – –
UOC
721
UBS O'Connor
Illinois
$1.23M +$1.23M +25,000 New
IC
722
Intersect Capital
California
$1.22M +$1.22M +24,796 New
BAS
723
Brown Advisory Securities
Maryland
$1.22M -$56.7K -1,150 -4%
WEC
724
Winslow Evans & Crocker
Massachusetts
$1.22M +$515K +10,452 +73%
FMBTD
725
First Midwest Bank Trust Division
Illinois
$1.21M -$201K -4,076 -14%
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