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Altria Group
MO

Overview Fund Activity

1,161 hedge funds and large institutions have $44B invested in Altria Group in 2014 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 459 increasing their positions, 477 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
-6
Holders Change %
-0.51%
% of All Funds
33.55%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
1.16%
New
66
Increased
459
Reduced
477
Closed
64
Calls
$425M
Puts
$266M
Net Calls
+$159M
Net Calls Change
+$231M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$176M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$104M
3
EVM
Eaton Vance Management
Massachusetts
+$102M
4
Deutsche Bank
Deutsche Bank
Germany
+$86.8M
5
Capital World Investors
Capital World Investors
California
+$67.7M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$200M
2
State Street
State Street
Massachusetts
-$171M
3
TCIM
TIAA CREF Investment Management
New York
-$82.5M
4
Goldman Sachs
Goldman Sachs
New York
-$77.6M
5
AAMU
Amundi Asset Management US
Massachusetts
-$67.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
801
Zhang Financial
Michigan
$590K – – –
BJL
802
Brighton Jones LLC
Washington
$584K -$21.7K -580 -4%
GIS
803
Guardian Investor Services
New York
$577K -$24K -642 -4%
TCM
804
Telos Capital Management
California
$575K +$43.2K +1,154 +8%
Mariner
805
Mariner
Kansas
$574K -$62.2K -1,660 -10%
CIA
806
Choate Investment Advisors
Massachusetts
$564K -$111K -2,968 -16%
BFM
807
Boston Financial Management
Massachusetts
$564K +$44.9K +1,200 +9%
TBA
808
Train Babcock Advisors
New York
$560K – – –
ST
809
Sentinel Trust
Texas
$559K – – –
EWM
810
Endurance Wealth Management
Rhode Island
$556K +$7.03K +188 +1%
JIM
811
Jensen Investment Management
Oregon
$556K +$50.9K +1,360 +10%
WG
812
Welch Group
Alabama
$555K +$5.54K +148 +1%
WCA
813
Westover Capital Advisors
Delaware
$551K -$25.4K -678 -4%
CI
814
Capital International
California
$550K – – –
Renaissance Technologies
815
Renaissance Technologies
New York
$550K +$550K +14,700 New
FIG
816
Fusion Investment Group
Pennsylvania
$548K -$253K -6,771 -32%
HAM
817
Highstreet Asset Management
Ontario, Canada
$540K -$1.03M -27,391 -66%
NGA
818
Naples Global Advisors
Florida
$539K +$89.8K +2,400 +20%
ALA
819
Atherton Lane Advisers
California
$537K -$3.59K -96 -0.7%
JAFL
820
Jay A. Fishman Ltd
Michigan
$537K +$1.09K +29 +0.2%
WCM
821
Weik Capital Management
Pennsylvania
$536K – – –
CAI
822
Capital Advisors Inc
Oklahoma
$536K -$49.2K -1,315 -8%
DCLA
823
Douglas C. Lane & Associates
New York
$531K +$46.1K +1,231 +9%
TBA
824
Tower Bridge Advisors
Pennsylvania
$531K -$261K -6,963 -33%
WEC
825
Winslow Evans & Crocker
Massachusetts
$522K -$58.3K -1,557 -10%
31 32
33
34 35