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Altria Group
MO

Overview Fund Activity

1,371 hedge funds and large institutions have $58.8B invested in Altria Group in 2015 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 486 increasing their positions, 585 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,371
Holders Change
+37
Holders Change %
+2.77%
% of All Funds
36.57%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.79%
New
110
Increased
486
Reduced
585
Closed
56
Calls
$459M
Puts
$395M
Net Calls
+$63.7M
Net Calls Change
+$364M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$231M
2
Millennium Management
Millennium Management
New York
+$184M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$175M
4
JHIU
Janus Henderson Investors US
Colorado
+$156M
5
AI
Analytic Investors
California
+$111M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.29B
2
State Street
State Street
Massachusetts
-$257M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$143M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$140M
5
Franklin Resources
Franklin Resources
California
-$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
1001
Semper Trust
Pennsylvania
$490K – – –
PFSC
1002
Peoples Financial Services Corp
Pennsylvania
$490K – – –
WCA
1003
Westover Capital Advisors
Delaware
$489K +$88.7K +1,775 +22%
NAMP
1004
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$487K +$100 +2 +0%
VDI
1005
Vaughan David Investments
Illinois
$485K +$3.35K +67 +0.7%
FAM
1006
Formidable Asset Management
Ohio
$484K +$205 +4 +0%
NSIM
1007
North Star Investment Management
Illinois
$480K -$5.01K -100 -1%
MWP
1008
MYCIO Wealth Partners
Pennsylvania
$474K -$62.5K -1,248 -12%
BCM
1009
Buckhead Capital Management
Georgia
$474K – – –
MG
1010
MDE Group
New Jersey
$470K -$10.3K -205 -2%
YP
1011
Yellowstone Partners
Idaho
$468K -$23.1K -461 -5%
WA
1012
Wealth Architects
California
$467K -$127K -2,542 -21%
BPCE
1013
Bank Pictet & Cie (Europe)
Germany
$465K +$14.6K +292 +3%
ACS
1014
Archford Capital Strategies
Illinois
$462K +$24.5K +490 +6%
GCMG
1015
Gyroscope Capital Management Group
Florida
$462K -$34.3K -687 -7%
CCM
1016
Chilton Capital Management
Texas
$461K – – –
RWM
1017
RKL Wealth Management
Pennsylvania
$461K +$200 +4 +0%
CR
1018
Cooperatieve Rabobank
Netherlands
$461K +$461K +9,214 New
MA
1019
Montag & Associates
Georgia
$460K – – –
SMC
1020
Smith, Moore & Co
Missouri
$459K -$3.75K -75 -0.8%
SFSIG
1021
San Francisco Sentry Investment Group
California
$459K +$801 +16 +0.2%
AFG
1022
Albion Financial Group
Utah
$458K +$100 +2 +0%
WCM
1023
Weatherstone Capital Management
Colorado
$457K +$82.2K +1,616 +22%
GHAM
1024
Gilman Hill Asset Management
Connecticut
$453K -$48.6K -972 -10%
FWP
1025
FAS Wealth Partners
Kansas
$453K +$25.6K +511 +6%
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