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Altria Group
MO

Overview Fund Activity

1,167 hedge funds and large institutions have $45.2B invested in Altria Group in 2013 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 413 increasing their positions, 441 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+102
Holders Change %
+9.58%
% of All Funds
33.89%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
1.13%
New
159
Increased
413
Reduced
441
Closed
44
Calls
$417M
Puts
$489M
Net Calls
-$71.6M
Net Calls Change
-$129M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$359M
2
Barclays
Barclays
United Kingdom
+$238M
3
Ameriprise
Ameriprise
Minnesota
+$153M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$83M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$81.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$340M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
3
Renaissance Technologies
Renaissance Technologies
New York
-$120M
4
Two Sigma Investments
Two Sigma Investments
New York
-$102M
5
Invesco
Invesco
Georgia
-$93.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
1126
Laffer Tengler Investments
Tennessee
$50K +$50K +1,303 New
FMT
1127
First Mercantile Trust
Tennessee
$50K -$1.04K -27 -2%
WCM
1128
Wealthcare Capital Management
Virginia
$50K – – –
TCM
1129
Tradewinds Capital Management
Washington
$48K +$48K +1,251 New
DOA
1130
D'Orazio & Associates
Virginia
$47K +$47K +1,230 New
CFG
1131
CKW Financial Group
Hawaii
$47K +$47K +1,237 New
TFA
1132
Transamerica Financial Advisors
Florida
$45K -$5.5K -143 -11%
MUMSS
1133
Mitsubishi UFJ Morgan Stanley Securities
Japan
$43K – – –
IWC
1134
Integrated Wealth Counsel
California
$43K +$77 +2 +0.2%
WRM
1135
Westport Resources Management
Connecticut
$38K – – –
KPCM
1136
Kings Point Capital Management
New York
$38K – – –
LOCC
1137
Lombard Odier & Cie (Canada)
Quebec, Canada
$38K +$38K +1,000 New
OFS
1138
Orrstown Financial Services
Pennsylvania
$32K -$7.58K -200 -19%
AFIA
1139
America First Investment Advisors
Nebraska
$31K – – –
TWM
1140
Torch Wealth Management
Ohio
$31K +$31K +800 New
GA
1141
Glenhill Advisors
New York
$26K +$26K +673 New
ST
1142
Spot Trading
Illinois
$25K -$5.92K -152 -19%
FA
1143
Financial Advantage
Maryland
$23K -$3.39K -90 -13%
PO
1144
Private Ocean
California
$23K +$23K +600 New
NC
1145
NewSquare Capital
Pennsylvania
$21K +$1.98K +52 +10%
TIM
1146
Tortoise Investment Management
New York
$19K -$23.4K -615 -55%
RFS
1147
Rockefeller Financial Services
New York
$17K +$5.17K +131 +44%
PCTC
1148
Perkins Coie Trust Company
Washington
$16K +$16K +410 New
ST
1149
SpiderRock Trading
Illinois
$15K -$3K – –
NIM
1150
NuWave Investment Management
New Jersey
$14K -$3.82K -102 -21%
44 45
46
47 48