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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 %
CL
1101
Croft-Leominster
Maryland
$305K – – –
TA
1102
TBP Advisors
New York
$305K – – –
VWM
1103
Vector Wealth Management
Minnesota
$305K +$148 +3 +0%
CM
1104
Capital Management
Virginia
$305K +$305K +6,200 New
KCM
1105
Kornitzer Capital Management
Kansas
$303K -$4.93K -100 -2%
MMM
1106
Mendel Money Management
Illinois
$301K – – –
BMC
1107
Benin Management Corp
Connecticut
$301K +$8.53K +173 +3%
TPP
1108
Triangle Peak Partners
California
$301K +$30.2K +613 +11%
GWA
1109
Genesis Wealth Advisors
Massachusetts
$298K +$298K +5,355 New
RP
1110
Rowlandmiller & Partners
Georgia
$297K +$297K +6,038 New
PBT
1111
Pictet Bank & Trust
Bahamas
$296K -$143K -2,900 -33%
AAS
1112
Annex Advisory Services
Wisconsin
$296K -$84.9K -1,720 -22%
CIC
1113
Canal Insurance Company
South Carolina
$296K – – –
FDS
1114
First Dallas Securities
Texas
$294K – – –
PFM
1115
Parsec Financial Management
North Carolina
$294K +$295 +6 +0.1%
PAM
1116
Private Asset Management
California
$293K +$35.4K +718 +14%
WIC
1117
Woodmont Investment Counsel
Tennessee
$291K -$39.5K -801 -12%
FUBT
1118
First United Bank & Trust
Maryland
$290K +$13.2K +268 +5%
HHGA
1119
Halbert Hargrove Global Advisors
California
$288K -$6.5K -132 -2%
CAM
1120
Cubic Asset Management
Massachusetts
$288K – – –
NPA
1121
Nichols & Pratt Advisers
Massachusetts
$286K – – –
WA
1122
WealthTrust Axiom
Pennsylvania
$286K +$295 +6 +0.1%
DT
1123
Diversified Trust
Tennessee
$283K +$283K +5,750 New
FM
1124
Family Management
New York
$282K -$12.3K -250 -4%
GIM
1125
Greylin Investment Management
Virginia
$281K – – –
43 44
45
46 47