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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 %
MA
951
Montag & Associates
Georgia
$386K -$3.19K -76 -0.8%
SWA
952
SFMG Wealth Advisors
Texas
$385K -$20.7K -493 -5%
AFG
953
Albion Financial Group
Utah
$384K +$126 +3 +0%
FIB
954
First Interstate Bank
Montana
$383K -$3.98K -95 -1%
SAM
955
Symphony Asset Management
California
$381K -$112K -2,669 -23%
LOCB
956
Lombard Odier & Cie (Bahamas)
Bahamas
$377K -$37.7K -900 -9%
B
957
Bellecapital
Switzerland
$377K – – –
BPCE
958
Bank Pictet & Cie (Europe)
Germany
$377K – – –
TFA
959
Toth Financial Advisory
Virginia
$376K -$2.73K -65 -0.7%
SIG
960
Schaller Investment Group
North Carolina
$375K – – –
RWM
961
RKL Wealth Management
Pennsylvania
$374K -$83K -1,980 -18%
SMC
962
Smith, Moore & Co
Missouri
$374K +$251 +6 +0.1%
BCM
963
Brookstone Capital Management
Illinois
$374K +$11.5K +275 +3%
PBT
964
Pictet Bank & Trust
Bahamas
$373K +$48.2K +1,150 +15%
HAIM
965
Hunter Associates Investment Management
Pennsylvania
$369K +$4.23K +101 +1%
MAM
966
Mastrapasqua Asset Management
Tennessee
$369K +$6.5K +155 +2%
WA
967
WESPAC Advisors
California
$365K -$449K -10,700 -55%
AWM
968
Altavista Wealth Management
North Carolina
$364K -$28.1K -669 -7%
PGFC
969
Peapack-Gladstone Financial Corp
New Jersey
$363K -$28.8K -686 -7%
BFA
970
Bragg Financial Advisors
North Carolina
$363K – – –
ACP
971
Aviance Capital Partners
Florida
$360K -$13.6K -324 -4%
Harris Associates
972
Harris Associates
Illinois
$360K – – –
DVM
973
Dreman Value Management
Florida
$359K – – –
AMM
974
American Money Management
California
$356K – – –
ACS
975
Archford Capital Strategies
Illinois
$354K -$24.7K -590 -7%
37 38
39
40 41