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Altria Group
MO

Overview Fund Activity

1,334 hedge funds and large institutions have $58.7B invested in Altria Group in 2014 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 461 increasing their positions, 511 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
+106
Holders Change %
+8.63%
% of All Funds
35.6%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
1.49%
New
168
Increased
461
Reduced
511
Closed
47
Calls
$300M
Puts
$600M
Net Calls
-$300M
Net Calls Change
-$331M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$188M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$170M
3
State Street
State Street
Massachusetts
+$164M
4
BFA
BlackRock Fund Advisors
California
+$135M
5
Barclays
Barclays
United Kingdom
+$115M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$653M
2
Bank of America
Bank of America
North Carolina
-$325M
3
ACM
Americafirst Capital Management
California
-$253M
4
Deutsche Bank
Deutsche Bank
Germany
-$190M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRIM
1051
Saratoga Research & Investment Management
California
$365K – – –
CC
1052
Cornerstone Capital
California
$363K – – –
WCM
1053
Weatherstone Capital Management
Colorado
$363K +$85.8K +1,742 +31%
SAMC
1054
Spectrum Asset Management (California)
California
$363K +$363K +7,374 New
SAA
1055
Southeast Asset Advisors
Georgia
$362K -$24.2K -492 -6%
MCA
1056
Mercer Capital Advisers
New Jersey
$362K +$362K +7,348 New
I2I
1057
Insight 2811 Inc
Illinois
$360K – – –
NYLIM
1058
New York Life Investment Management
New York
$360K – – –
GEM
1059
Global Endowment Management
North Carolina
$359K – – –
IWA
1060
Inspirion Wealth Advisors
Illinois
$356K +$356K +7,220 New
FWM
1061
Frontier Wealth Management
Missouri
$355K +$355K +7,200 New
PHAM
1062
Palisades Hudson Asset Management
Florida
$354K – – –
CCA
1063
Cobblestone Capital Advisors
New York
$354K – – –
F
1064
FolioMetrix
Nebraska
$354K +$354K +7,200 New
LWM
1065
Lyons Wealth Management
Florida
$350K -$158K -3,207 -31%
WDA
1066
Wendell David Associates
New Hampshire
$350K +$350K +7,150 New
MA
1067
MCF Advisors
Kentucky
$349K -$27.1K -551 -7%
HF
1068
Hoxton Financial
West Virginia
$346K +$44.6K +904 +15%
PMFA
1069
Plante Moran Financial Advisors
Michigan
$345K +$5.81K +118 +2%
MFW
1070
Meristem Family Wealth
Minnesota
$343K +$14.8K +300 +5%
DY
1071
Dowling & Yahnke
California
$342K +$11.9K +242 +4%
DIA
1072
Denver Investment Advisors
Colorado
$341K – – –
DP
1073
Dearborn Partners
Illinois
$341K – – –
ISB
1074
Iowa State Bank
Iowa
$336K +$9.62K +195 +3%
HCM
1075
Hodges Capital Management
Texas
$333K -$34.2K -694 -9%
41 42
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