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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 %
WHRC
776
W.H. Reaves & Co
New Jersey
$782K -$755 -18 -0.1%
TWA
777
TCI Wealth Advisors
Arizona
$781K +$3.65K +87 +0.5%
HVIA
778
Hudson Valley Investment Advisors
New York
$770K +$17.3K +412 +2%
OPTFSNA
779
Old Point Trust & Financial Services N A
Virginia
$769K +$44K +1,050 +6%
AIM
780
Aspen Investment Management
Michigan
$764K +$3.35K +80 +0.4%
PAM
781
Paradigm Asset Management
New York
$763K +$763K +18,200 New
AP
782
Atwood & Palmer
Missouri
$763K -$107K -2,557 -12%
KJHP
783
K.J. Harrison & Partners
Ontario, Canada
$763K – – –
BFPW
784
BOK Financial Private Wealth
Colorado
$759K +$168 +4 +0%
GIBU
785
Gulf International Bank (UK)
United Kingdom
$757K – – –
HB
786
Homrich & Berg
Georgia
$749K -$109K -2,593 -13%
IB
787
Intrust Bank
Kansas
$749K +$17.1K +407 +2%
IMS
788
Index Management Solutions
Pennsylvania
$747K +$496K +11,833 +198%
MWAC
789
Mariner Wealth Advisors (Cincinnati)
Ohio
$745K -$73.3K -1,748 -9%
TDC
790
Thompson Davis & Co
Virginia
$743K – – –
LOCC
791
Lombard Odier & Cie (Canada)
Quebec, Canada
$735K – – –
BIA
792
Biondo Investment Advisors
Pennsylvania
$729K +$729K +17,385 New
ZF
793
Zhang Financial
Michigan
$728K +$66.9K +1,595 +10%
OWD
794
Osborn Williams & Donohoe
Ohio
$725K – – –
HW
795
Hancock Whitney
Mississippi
$721K -$6.33K -151 -0.9%
FNBTCON
796
First National Bank & Trust Co of Newtown
Pennsylvania
$721K – – –
CNBT
797
Canandaigua National Bank & Trust
New York
$712K -$7.47K -178 -1%
VNA
798
VNBTrust National Association
Virginia
$704K -$43.7K -1,041 -6%
UBWV
799
United Bank (West Virginia)
West Virginia
$703K -$12.6K -300 -2%
SSWM
800
Smith Salley Wealth Management
North Carolina
$698K +$698K +16,648 New
30 31
32
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