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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 %
SIM
1076
SSI Investment Management
California
$377K +$132K +2,632 +54%
CTA
1077
Chesley Taft & Associates
Illinois
$371K – – –
OC
1078
Oarsman Capital
Wisconsin
$371K +$801 +16 +0.2%
SAMC
1079
Spectrum Asset Management (California)
California
$369K – – –
SAA
1080
Southeast Asset Advisors
Georgia
$368K +$400 +8 +0.1%
MCA
1081
Mercer Capital Advisers
New Jersey
$367K – – –
RIM
1082
Regent Investment Management
Kentucky
$365K -$32.7K -655 -8%
GEM
1083
Global Endowment Management
North Carolina
$364K – – –
SFG
1084
SNS Financial Group
Minnesota
$362K -$3.11M -62,271 -90%
AI
1085
Atria Investments
North Carolina
$361K -$135K -2,701 -27%
Harris Associates
1086
Harris Associates
Illinois
$359K -$79K -1,580 -18%
CC
1087
Cornerstone Capital
California
$359K -$10K -200 -3%
PHAM
1088
Palisades Hudson Asset Management
Florida
$359K – – –
TFF
1089
Timothy F. Fidgeon
$358K -$55.1K -1,100 -13%
WDA
1090
Wendell David Associates
New Hampshire
$358K – – –
CD
1091
Carl Domino
Florida
$358K +$95.7K +1,912 +36%
Verition Fund Management
1092
Verition Fund Management
Connecticut
$357K +$357K +7,131 New
CT
1093
Coastline Trust
Rhode Island
$356K -$58.3K -1,166 -14%
LWM
1094
Lyons Wealth Management
Florida
$356K – – –
MA
1095
MCF Advisors
Kentucky
$356K +$1.2K +24 +0.3%
LC
1096
Lourd Capital
California
$355K +$141K +2,815 +66%
CHAM
1097
Clear Harbor Asset Management
Connecticut
$350K -$72.5K -1,450 -17%
AP
1098
Appleton Partners
Massachusetts
$349K -$24K -479 -6%
FA
1099
Fagan Associates
New York
$349K +$17.6K +351 +5%
DP
1100
Dearborn Partners
Illinois
$347K – – –
42 43
44
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