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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 %
WCM
1076
Weatherstone Capital Management
Colorado
$235K – – –
CA
1077
Cortland Associates
Missouri
$235K +$755 +18 +0.3%
LI
1078
Lafayette Investments
Maryland
$235K +$1.26K +30 +0.5%
CI
1079
Chartist Inc
California
$235K +$235K +5,466 New
FSC
1080
Fiduciary Services Corp
Georgia
$234K – – –
EAMA
1081
EFG Asset Management (Americas)
Florida
$230K +$62.4K +1,486 +37%
WPIC
1082
White Pine Investment Company
Michigan
$229K – – –
MCTIC
1083
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$226K – – –
S
1084
SignatureFD
Georgia
$225K -$89.9K -2,145 -29%
SCA
1085
Stonebridge Capital Advisors
Minnesota
$225K -$46.1K -1,100 -17%
FNFDCM
1086
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$225K +$225K +5,375 New
CD
1087
Carl Domino
Florida
$224K -$21.3K -508 -9%
BC
1088
Barnett & Company
Tennessee
$224K – – –
PAG
1089
Pinnacle Advisory Group
Maryland
$223K +$223K +5,317 New
JWM
1090
Jacobus Wealth Management
Wisconsin
$222K -$143K -3,425 -39%
DAC
1091
Dividend Assets Capital
South Carolina
$222K +$222K +5,275 New
MCM
1092
Marathon Capital Management
Maryland
$220K +$220K +5,237 New
MCWS
1093
McKinley Carter Wealth Services
West Virginia
$220K +$220K +5,255 New
BAM
1094
Boyar Asset Management
New York
$215K -$33.6K -800 -14%
CPA
1095
Court Place Advisors
Maryland
$215K +$215K +5,133 New
SCM
1096
SOL Capital Management
Maryland
$215K +$215K +5,135 New
OA
1097
Oxbow Advisors
Texas
$214K -$37.8K -900 -15%
ICM
1098
IMS Capital Management
Oregon
$214K +$214K +5,100 New
FUBT
1099
First United Bank & Trust
Maryland
$214K +$214K +5,111 New
GAM
1100
Gemmer Asset Management
California
$213K – – –
42 43
44
45 46