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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 %
DWA
851
Douglass Winthrop Advisors
New York
$552K -$329K -7,830 -37%
IT
852
Independence Trust
Tennessee
$552K -$25.6K -610 -4%
LCM
853
Liberty Capital Management
Michigan
$549K -$454K -10,820 -45%
CIA
854
Choate Investment Advisors
Massachusetts
$549K -$83.6K -1,993 -13%
ZIC
855
ZWJ Investment Counsel
Georgia
$548K +$1.26K +30 +0.2%
LOAMS
856
Lombard Odier Asset Management (Switzerland)
Switzerland
$548K +$548K +13,116 New
HCM
857
Howland Capital Management
Massachusetts
$547K +$142K +3,384 +35%
First Eagle Investment Management
858
First Eagle Investment Management
New York
$545K – – –
1SB
859
1ST Source Bank
Indiana
$543K -$5.21K -124 -0.9%
DG
860
Davidson & Garrard
Virginia
$543K -$4.99K -119 -0.9%
SHA
861
Smith Hayes Advisers
Nebraska
$540K -$29.7K -708 -5%
PVWM
862
Point View Wealth Management
New Jersey
$539K -$7.04K -168 -1%
WPP
863
Whalerock Point Partners
Rhode Island
$534K +$11.5K +275 +2%
CAG
864
Crestwood Advisors Group
Massachusetts
$532K +$29.5K +702 +6%
ST
865
Stifel Trust
Missouri
$528K -$18.9K -450 -3%
IC
866
InterOcean Capital
Illinois
$527K +$124K +2,955 +31%
GCA
867
Guardian Capital Advisors
Ontario, Canada
$525K -$10.1K -250 -2%
BBI
868
Baxter Bros Inc
Connecticut
$525K -$7.76K -92 -1%
ALA
869
Atherton Lane Advisers
California
$524K -$77.9K -1,858 -13%
MC
870
MSF Capital
New York
$520K – – –
CCMG
871
Clark Capital Management Group
Pennsylvania
$519K -$36.7K -875 -7%
CPS
872
Counsel Portfolio Services
Ontario, Canada
$516K – – –
DD
873
Dominick & Dominick
New York
$514K -$31.5K -750 -6%
MIH
874
Madison Investment Holdings
Wisconsin
$513K +$14.7K +350 +3%
ACM
875
Azimuth Capital Management
Michigan
$512K +$83.9K +2,000 +20%
33 34
35
36 37