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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 %
TCB
1101
Texas Capital Bancshares
Texas
$213K +$213K +5,080 New
HHGA
1102
Halbert Hargrove Global Advisors
California
$213K +$213K +5,082 New
NIM
1103
Northeast Investment Management
Massachusetts
$211K +$211K +5,042 New
GC
1104
Garde Capital
Washington
$210K +$210K +4,999 New
CA
1105
Continental Advisors
Utah
$210K +$210K +5,000 New
CFA
1106
Capstone Financial Advisors
Illinois
$209K -$26.2K -624 -11%
FMII
1107
Farmers & Merchants Investments Inc
Nebraska
$207K – – –
SRC
1108
Shufro Rose & Co
New York
$207K +$207K +4,950 New
EI
1109
EDMP Inc
Florida
$206K +$206K +4,920 New
SIM
1110
SSI Investment Management
California
$205K +$205K +4,865 New
MIAN
1111
Mariner Independent Advisor Network
Kansas
$204K +$204K +4,853 New
WPW
1112
Waldron Private Wealth
Pennsylvania
$203K +$203K +4,839 New
GCP
1113
GSA Capital Partners
United Kingdom
$202K +$202K +4,819 New
OC
1114
Oakworth Capital
Alabama
$201K +$8.38K +200 +4%
FNBSF
1115
First National Bank Sioux Falls
South Dakota
$197K +$7.35K +175 +4%
AA
1116
Apriem Advisors
California
$195K – – –
MAS
1117
Madden Advisory Services
Florida
$184K +$4.91K +117 +3%
HI
1118
Hudock Inc
Pennsylvania
$182K +$419 +10 +0.2%
SSG
1119
Summit Securities Group
New York
$176K +$101K +2,400 +133%
TFO
1120
Tarbox Family Office
California
$168K – – –
NYLT
1121
New York Life Trust
New York
$167K -$39.2K -937 -19%
FMP
1122
Financial Management Professionals
Texas
$163K – – –
FWM
1123
Focused Wealth Management
New York
$156K +$25.3K +602 +19%
HCM
1124
Highlander Capital Management
New Jersey
$151K – – –
SCG
1125
Strategic Capital Group
Washington
$149K -$202K -4,817 -58%
43 44
45
46 47