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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 %
ISB
976
Iowa State Bank
Iowa
$285K -$18.7K -500 -6%
MA
977
MCF Advisors
Kentucky
$283K +$17K +455 +6%
CNC
978
Citizens & Northern Corp
Pennsylvania
$282K -$112 -3 -0%
BIM
979
Barton Investment Management
Pennsylvania
$282K – – –
S
980
SignatureFD
Georgia
$281K +$1.98K +53 +0.7%
SRIM
981
Saratoga Research & Investment Management
California
$277K -$15K -400 -5%
CC
982
Cornerstone Capital
California
$276K – – –
D.E. Shaw & Co
983
D.E. Shaw & Co
New York
$275K -$791K -21,164 -74%
AP
984
Appleton Partners
Massachusetts
$274K +$13.1K +350 +5%
WIC
985
Woodmont Investment Counsel
Tennessee
$273K -$79.4K -2,124 -23%
GEM
986
Global Endowment Management
North Carolina
$272K – – –
RFA
987
Reilly Financial Advisors
California
$272K +$124K +3,314 +84%
FPCP
988
Fort Point Capital Partners
California
$272K +$272K +7,267 New
IC
989
Inverness Counsel
New York
$271K – – –
LNC
990
Lincoln National Corp
Pennsylvania
$271K +$3.74K +100 +1%
PHAM
991
Palisades Hudson Asset Management
Florida
$269K – – –
LWM
992
Lyons Wealth Management
Florida
$266K -$568K -15,189 -68%
PIM
993
Perkins Investment Management
Illinois
$266K – – –
TPP
994
Triangle Peak Partners
California
$266K – – –
EA
995
Emerald Advisers
Pennsylvania
$264K -$219K -5,839 -45%
DIA
996
Denver Investment Advisors
Colorado
$263K -$4.3K -115 -2%
GAG
997
GM Advisory Group
New York
$259K – – –
FBC
998
Fairfield, Bush & Co
Connecticut
$259K – – –
SWM
999
SVA Wealth Management
Wisconsin
$259K +$259K +6,907 New
MHIC
1000
Marble Harbor Investment Counsel
Massachusetts
$258K – – –
38 39
40
41 42