MO icon

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 %
RFA
1001
Reilly Financial Advisors
California
$318K +$14.2K +340 +5%
HCM
1002
Hodges Capital Management
Texas
$313K -$42.9K -1,023 -12%
MPI
1003
Mairs & Power Inc
Minnesota
$311K -$101K -2,400 -24%
CCM
1004
Chickasaw Capital Management
Tennessee
$310K -$56.6K -1,350 -15%
SRIM
1005
Saratoga Research & Investment Management
California
$310K – – –
CC
1006
Cornerstone Capital
California
$309K – – –
AP
1007
Appleton Partners
Massachusetts
$307K – – –
NYLIM
1008
New York Life Investment Management
New York
$306K +$298K +7,100 +3,550%
GEM
1009
Global Endowment Management
North Carolina
$305K – – –
IC
1010
Inverness Counsel
New York
$304K – – –
WIC
1011
Woodmont Investment Counsel
Tennessee
$302K -$4.19K -100 -1%
KA
1012
Kovack Advisors
Florida
$302K +$13.9K +332 +5%
PHAM
1013
Palisades Hudson Asset Management
Florida
$301K – – –
PIM
1014
Perkins Investment Management
Illinois
$298K – – –
BCM
1015
Becker Capital Management
Oregon
$296K +$20.1K +480 +7%
DIA
1016
Denver Investment Advisors
Colorado
$291K -$4.2K -100 -1%
DP
1017
Dearborn Partners
Illinois
$291K +$44.2K +1,050 +18%
BB
1018
Bell Bank
North Dakota
$287K -$60.3K -1,437 -17%
MHIC
1019
Marble Harbor Investment Counsel
Massachusetts
$285K -$4.19K -100 -1%
FBFS
1020
First Business Financial Services
Wisconsin
$283K – – –
DT
1021
Diversified Trust
Tennessee
$283K +$283K +6,750 New
BB
1022
Busey Bank
Illinois
$282K +$7.35K +175 +3%
EB
1023
Eastern Bank
Massachusetts
$281K -$82.8K -1,975 -23%
MA
1024
MCF Advisors
Kentucky
$281K -$2.1K -56 -0.7%
CCA
1025
Cobblestone Capital Advisors
New York
$279K -$7.68K -183 -3%
39 40
41
42 43