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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 %
FIB
926
First Interstate Bank
Montana
$346K – – –
SCP
927
Sandhill Capital Partners
New York
$346K +$3.64K +97 +1%
VF
928
Virtu Financial
New York
$346K +$346K +9,256 New
AI
929
Atria Investments
North Carolina
$344K -$85.3K -2,278 -20%
AFG
930
Albion Financial Group
Utah
$342K +$75 +2 +0%
BFEC
931
Benjamin F. Edwards & Company
Missouri
$340K +$1.31K +35 +0.4%
ACS
932
Archford Capital Strategies
Illinois
$338K +$338K +9,036 New
TFA
933
Toth Financial Advisory
Virginia
$338K -$3.74K -100 -1%
GHAM
934
Gilman Hill Asset Management
Connecticut
$338K +$129K +3,445 +62%
Carson Wealth (CWM LLC)
935
Carson Wealth (CWM LLC)
Nebraska
$337K -$744K -19,900 -69%
B
936
Bellecapital
Switzerland
$337K – – –
BPCE
937
Bank Pictet & Cie (Europe)
Germany
$337K – – –
FNYS
938
First New York Securities
New York
$337K +$337K +9,000 New
LPT
939
Legacy Private Trust
Wisconsin
$336K +$6.16K +165 +2%
EWA
940
EP Wealth Advisors
California
$335K -$167K -4,453 -33%
SIG
941
Schaller Investment Group
North Carolina
$335K +$335K +8,950 New
SMC
942
Smith, Moore & Co
Missouri
$334K -$6.1K -163 -2%
ACP
943
Aviance Capital Partners
Florida
$333K -$50.5K -1,348 -13%
CC
944
Courier Capital
New York
$333K -$72.3K -1,933 -18%
CCM
945
Copeland Capital Management
Pennsylvania
$332K -$3.75K -100 -1%
FWP
946
FAS Wealth Partners
Kansas
$332K +$9.93K +265 +3%
CCA
947
Checchi Capital Advisers
California
$329K +$110K +2,932 +50%
CCM
948
Chickasaw Capital Management
Tennessee
$328K – – –
JWM
949
Jacobus Wealth Management
Wisconsin
$327K – – –
HAIM
950
Hunter Associates Investment Management
Pennsylvania
$326K -$18.7K -500 -5%
36 37
38
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