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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 %
FANJ
901
Financial Architects (New Jersey)
New Jersey
$627K +$108K +2,185 +21%
AHB
902
Abner Herrman & Brock
New Jersey
$624K -$144K -2,925 -19%
WCM
903
Weik Capital Management
Pennsylvania
$620K -$24K -487 -4%
CIA
904
Choate Investment Advisors
Massachusetts
$617K -$21.8K -443 -3%
LCM
905
Liberty Capital Management
Michigan
$612K – – –
ACM
906
Azimuth Capital Management
Michigan
$612K +$21.8K +443 +4%
MC
907
MSF Capital
New York
$611K – – –
W
908
Wealthfront
California
$610K +$164K +3,336 +37%
CB
909
Community Bank
New York
$608K +$608K +12,332 New
CPS
910
Counsel Portfolio Services
Ontario, Canada
$606K – – –
MIH
911
Madison Investment Holdings
Wisconsin
$602K – – –
CBT
912
Central Bank & Trust
Kentucky
$598K +$121K +2,456 +25%
RCWMU
913
Rothschild & Co Wealth Management (UK)
United Kingdom
$591K -$591K -12,000 -50%
GIA
914
Guyasuta Investment Advisors
Pennsylvania
$591K +$98 +2 +0%
BFM
915
Boston Financial Management
Massachusetts
$589K +$15.2K +309 +3%
WA
916
Wealth Architects
California
$586K +$586K +11,885 New
BW
917
Bison Wealth
Georgia
$584K +$584K +11,862 New
SFSG
918
Stearns Financial Services Group
North Carolina
$579K +$3.59K +73 +0.6%
CRIG
919
Charter Research & Investment Group
Connecticut
$579K +$579K +11,745 New
OCG
920
Opus Capital Group
Ohio
$576K -$383K -7,770 -40%
PMG
921
ProVise Management Group
Florida
$574K +$3.5K +71 +0.6%
BHWM
922
Bar Harbor Wealth Management
New Hampshire
$571K -$3.69K -75 -0.6%
BKA
923
Brick & Kyle Associates
Pennsylvania
$567K +$567K +11,506 New
CBB
924
Citizens Business Bank
California
$566K +$2.46K +50 +0.4%
SCP
925
Sandhill Capital Partners
New York
$565K -$5.18K -105 -0.9%
35 36
37
38 39