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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 %
TFF
901
Timothy F. Fidgeon
$461K – – –
SC
902
Stratford Consulting
Texas
$461K +$4.11K +98 +0.9%
CWM
903
Confluence Wealth Management
Oregon
$461K +$461K +11,002 New
WT
904
Washington Trust
Rhode Island
$460K -$91.8K -2,186 -17%
LNB
905
Ledyard National Bank
$459K +$881 +21 +0.2%
Luther King Capital Management (LKCM)
906
Luther King Capital Management (LKCM)
Texas
$458K -$5.49K -131 -1%
WCM
907
Windsor Capital Management
Arizona
$458K +$6.08K +145 +1%
MSR
908
Main Street Research
Connecticut
$457K -$13.6K -325 -3%
FANJ
909
Financial Architects (New Jersey)
New Jersey
$456K +$2.18K +52 +0.5%
CCM
910
Chilton Capital Management
Texas
$453K +$6.3K +150 +1%
CSS
911
Cubist Systematic Strategies
Connecticut
$450K +$450K +10,732 New
AWA
912
ARS Wealth Advisors
Florida
$449K -$7.26K -173 -2%
RNS
913
Robert N. Shapiro
$449K – – –
PWW
914
Pettyjohn Wood & White
Virginia
$449K +$6.3K +150 +1%
DCM
915
Dynamic Capital Management
Jersey
$449K +$449K +10,700 New
GVT
916
Genesee Valley Trust
New York
$448K -$6.21K -148 -1%
PFSC
917
Peoples Financial Services Corp
Pennsylvania
$446K – – –
MWP
918
MYCIO Wealth Partners
Pennsylvania
$446K +$1.76K +42 +0.4%
LIC
919
Lodestar Investment Counsel
Illinois
$443K -$14K -334 -3%
OIA
920
Optimum Investment Advisors
Illinois
$440K +$185K +4,422 +73%
LC
921
Lakeshore Capital
Alabama
$438K – – –
NSCM
922
New South Capital Management
Tennessee
$436K – – –
CBT
923
Central Bank & Trust
Kentucky
$436K +$7.67K +200 +2%
FWC
924
First Washington Corp
Washington
$435K – – –
HIC
925
Harvey Investment Company
Kentucky
$433K – – –
35 36
37
38 39