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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 %
IIM
851
Ipswich Investment Management
Massachusetts
$476K -$73.4K -1,960 -13%
WPP
852
Whalerock Point Partners
Rhode Island
$467K -$11.2K -300 -2%
RIL
853
Rothschild Investment LLC
Illinois
$466K -$22.2K -594 -5%
MC
854
MSF Capital
New York
$464K – – –
CPS
855
Counsel Portfolio Services
Ontario, Canada
$460K – – –
WCM
856
Wisconsin Capital Management
Wisconsin
$454K – – –
GCA
857
Guardian Capital Advisors
Ontario, Canada
$452K +$17.1K +500 +4%
CAG
858
Crestwood Advisors Group
Massachusetts
$448K -$136K -3,647 -23%
RMDI
859
R.M. Davis Inc
Maine
$448K -$57.5K -1,536 -11%
Fuller & Thaler Asset Management
860
Fuller & Thaler Asset Management
California
$445K +$67.3K +1,800 +18%
MIH
861
Madison Investment Holdings
Wisconsin
$444K -$5.72K -153 -1%
HIM
862
Hillsdale Investment Management
Ontario, Canada
$443K -$174K -4,650 -28%
PHIMC
863
Private Harbour Investment Management & Counsel
Ohio
$441K -$51.5K -1,375 -10%
SAM
864
Symphony Asset Management
California
$441K -$35K -933 -7%
BHWM
865
Bar Harbor Wealth Management
New Hampshire
$441K +$44.6K +1,190 +11%
DIA
866
Dean Investment Associates
Ohio
$438K +$22.4K +598 +5%
NAMP
867
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$435K +$75 +2 +0%
GT
868
Greenleaf Trust
Michigan
$435K +$22.4K +598 +5%
GIA
869
Guyasuta Investment Advisors
Pennsylvania
$433K +$219K +5,852 +102%
SFSG
870
Stearns Financial Services Group
North Carolina
$431K -$19.1K -509 -4%
MCM
871
Manchester Capital Management
Vermont
$428K +$428K +11,445 New
ST
872
Smithfield Trust
Pennsylvania
$427K – – –
AF
873
Arrow Financial
New York
$425K +$29.4K +785 +7%
GLI
874
Guardian Life Insurance
New York
$421K -$1.91K -51 -0.5%
PMG
875
ProVise Management Group
Florida
$420K -$49K -1,308 -10%
33 34
35
36 37