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Altria Group
MO

Overview Fund Activity

1,161 hedge funds and large institutions have $44B invested in Altria Group in 2014 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 459 increasing their positions, 477 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
-6
Holders Change %
-0.51%
% of All Funds
33.55%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
1.16%
New
66
Increased
459
Reduced
477
Closed
64
Calls
$425M
Puts
$266M
Net Calls
+$159M
Net Calls Change
+$231M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$176M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$104M
3
EVM
Eaton Vance Management
Massachusetts
+$102M
4
Deutsche Bank
Deutsche Bank
Germany
+$86.8M
5
Capital World Investors
Capital World Investors
California
+$67.7M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$200M
2
State Street
State Street
Massachusetts
-$171M
3
TCIM
TIAA CREF Investment Management
New York
-$82.5M
4
Goldman Sachs
Goldman Sachs
New York
-$77.6M
5
AAMU
Amundi Asset Management US
Massachusetts
-$67.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZTNA
1126
Zions Trust National Association
Utah
$37K -$74K -2,000 -67%
KPCM
1127
Kings Point Capital Management
New York
$37K – – –
PFA
1128
Paradigm Financial Advisors
Missouri
$34K -$16.5K -437 -33%
OFS
1129
Orrstown Financial Services
Pennsylvania
$32K – – –
TWM
1130
Torch Wealth Management
Ohio
$30K – – –
BWFA
1131
Baltimore-Washington Financial Advisors
Maryland
$29K +$27.5K +738 +1,800%
ST
1132
Spot Trading
Illinois
$28K +$3.77K +100 +16%
FA
1133
Financial Advantage
Maryland
$22K -$367 -10 -2%
PO
1134
Private Ocean
California
$22K – – –
SMA
1135
Simply Money Advisors
Ohio
$22K +$20K +545 +991%
NC
1136
NewSquare Capital
Pennsylvania
$19K -$1.98K -52 -9%
TIM
1137
Tortoise Investment Management
New York
$19K – – –
MUMSS
1138
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K -$27.4K -730 -65%
AFIA
1139
America First Investment Advisors
Nebraska
$15K -$14.5K -400 -49%
PCTC
1140
Perkins Coie Trust Company
Washington
$15K – – –
AW
1141
Alpha Windward
Massachusetts
$13K – – –
BCI
1142
Brinker Capital Investments
Pennsylvania
$12K – – –
RFS
1143
Rockefeller Financial Services
New York
$11K -$4.8K -131 -30%
WCBA
1144
Weaver C. Barksdale & Associates
Tennessee
$11K – – –
HDIM
1145
Hanson & Doremus Investment Management
Vermont
$11K – – –
CCM
1146
Carderock Capital Management
Maryland
$10K +$10K +267 New
LWM
1147
Lenox Wealth Management
Ohio
$9K – – –
LWM
1148
LBA Wealth Management
Florida
$8K – – –
WAS
1149
Winch Advisory Services
Wisconsin
$8K +$8K +203 New
NYLIM
1150
New York Life Investment Management
New York
$7K – – –
44 45
46
47 48