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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 %
BCMIO
1026
Beacon Capital Management Inc (Ohio)
Ohio
$279K -$462 -11 -0.2%
KFA
1027
Kelleher Financial Advisors
New York
$279K – – –
ISB
1028
Iowa State Bank
Iowa
$278K -$42K -1,000 -13%
MCM
1029
Munder Capital Management
Michigan
$277K – – –
MFW
1030
Meristem Family Wealth
Minnesota
$275K – – –
CIC
1031
Carnegie Investment Counsel
Ohio
$275K +$47.4K +1,131 +21%
SSM
1032
Sound Shore Management
Connecticut
$274K – – –
BBNB
1033
Baker Boyer National Bank
Washington
$273K – – –
FMC
1034
First Merchants Corp
Indiana
$272K -$293 -7 -0.1%
SCM
1035
Southport Capital Management
Tennessee
$272K +$20.3K +485 +8%
CAM
1036
Cubic Asset Management
Massachusetts
$271K – – –
SWM
1037
SVA Wealth Management
Wisconsin
$269K -$21K -500 -7%
MSS
1038
Mitchell Sinkler & Starr
Pennsylvania
$264K – – –
BIM
1039
BRC Investment Management
Colorado
$263K -$23.7K -563 -8%
FIM
1040
Frontier Investment Management
Texas
$262K -$8.34K -199 -3%
KCM
1041
Kornitzer Capital Management
Kansas
$262K +$4.19K +100 +2%
TPP
1042
Triangle Peak Partners
California
$260K -$38.1K -909 -13%
CL
1043
Croft-Leominster
Maryland
$260K -$7.34K -175 -3%
TA
1044
TBP Advisors
New York
$260K +$260K +6,200 New
FM
1045
Family Management
New York
$257K – – –
HF
1046
Hoxton Financial
West Virginia
$256K +$10.4K +248 +4%
AI
1047
Accredited Investors
Minnesota
$255K -$14.1K -335 -5%
DY
1048
Dowling & Yahnke
California
$254K – – –
AAS
1049
Annex Advisory Services
Wisconsin
$254K +$15.2K +363 +6%
PMFA
1050
Plante Moran Financial Advisors
Michigan
$254K +$69.6K +1,663 +38%
40 41
42
43 44