MO icon

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 %
GIP
826
Granite Investment Partners
California
$798K +$121K +2,450 +18%
DAM
827
Doheny Asset Management
California
$790K – – –
TCM
828
Telos Capital Management
California
$788K +$6.85K +139 +0.9%
CAS
829
Cue Advisory Services
Arizona
$786K +$786K +15,950 New
SIA
830
Stancorp Investment Advisers
Oregon
$784K +$784K +15,906 New
CAM
831
Columbia Asset Management
Michigan
$781K – – –
VCAM
832
Van Cleef Asset Management
Ohio
$780K +$780K +15,825 New
JPTCCM
833
J.P. Turner & Co Capital Management
Georgia
$779K +$779K +15,778 New
UBWV
834
United Bank (West Virginia)
West Virginia
$778K -$44.3K -900 -5%
OWD
835
Osborn Williams & Donohoe
Ohio
$773K -$24.6K -500 -3%
WJA
836
Williams Jones & Associates
New York
$772K +$242K +4,917 +46%
NIT
837
NumerixS Investment Technologies
British Columbia, Canada
$769K +$769K +15,600 New
BJL
838
Brighton Jones LLC
Washington
$768K -$113K -2,302 -13%
CS
839
Credential Securities
$763K -$1.92K -39 -0.3%
EM
840
Excalibur Management
Massachusetts
$762K -$19.7K -400 -3%
PAWC
841
P.A.W. Capital
Connecticut
$759K -$69K -1,400 -8%
TCOO
842
Trust Company of Oklahoma
Oklahoma
$756K – – –
RMDI
843
R.M. Davis Inc
Maine
$747K +$69K +1,400 +10%
BWP
844
Baldwin Wealth Partners
Massachusetts
$741K +$6.85K +139 +0.9%
MMPW
845
Mitchell McLeod Pugh & Williams
Alabama
$741K +$741K +15,040 New
ST
846
Sentinel Trust
Texas
$740K – – –
WG
847
Welch Group
Alabama
$737K +$7.24K +147 +1%
AB
848
AT Bancorp
Iowa
$729K -$118K -2,395 -14%
EWM
849
Endurance Wealth Management
Rhode Island
$728K +$4.93K +100 +0.7%
TBA
850
Train Babcock Advisors
New York
$725K – – –
32 33
34
35 36