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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 %
CS
826
Credential Securities
$617K +$45.9K +1,095 +8%
TBA
827
Train Babcock Advisors
New York
$616K -$11.3K -270 -2%
EWM
828
Endurance Wealth Management
Rhode Island
$615K -$7.88K -188 -1%
IIM
829
Ipswich Investment Management
Massachusetts
$615K +$82.2K +1,960 +15%
CFA
830
Carroll Financial Associates
North Carolina
$613K +$158K +3,759 +35%
CAI
831
Capital Advisors Inc
Oklahoma
$600K – – –
VFAM
832
Valley Forge Asset Management
Pennsylvania
$599K -$121K -2,887 -17%
JAFL
833
Jay A. Fishman Ltd
Michigan
$597K -$4.19K -100 -0.7%
TBA
834
Tower Bridge Advisors
Pennsylvania
$595K – – –
AUB
835
Atlantic Union Bankshares
Virginia
$592K -$304K -7,258 -34%
AF
836
Allworth Financial
California
$592K +$168K +4,004 +40%
HAM
837
Highstreet Asset Management
Ontario, Canada
$589K -$15.2K -363 -3%
PAS
838
Partnervest Advisory Services
California
$587K +$5.03K +120 +0.9%
GIP
839
Granite Investment Partners
California
$577K -$103K -2,450 -15%
WCM
840
Weik Capital Management
Pennsylvania
$577K -$23.1K -550 -4%
WEC
841
Winslow Evans & Crocker
Massachusetts
$575K -$9.44K -225 -2%
JT
842
Jump Trading
Illinois
$574K +$574K +13,698 New
III
843
Independent Investors Inc
New York
$570K – – –
CCT
844
Capital City Trust
Florida
$567K -$1.43K -34 -0.3%
BCM
845
Buckhead Capital Management
Georgia
$565K – – –
GD
846
Grandfield & Dodd
New York
$562K – – –
PC
847
Permit Capital
Pennsylvania
$560K – – –
SFI
848
SPC Financial Inc
Maryland
$559K -$2.56K -61 -0.5%
FBA
849
Front Barnett Associates
Illinois
$558K – – –
GAM
850
Griffin Asset Management
New York
$554K – – –
32 33
34
35 36