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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 %
CFS
1126
Community Financial System
New York
$146K – – –
BOK
1127
Bank of Kentucky
Kentucky
$146K – – –
MFBTD
1128
MB Financial Bank - Trust Department
Illinois
$146K +$3.27K +78 +2%
HFM
1129
Hartford Financial Management
Connecticut
$145K – – –
LFR
1130
Lehman Financial Resources
Pennsylvania
$137K – – –
WA
1131
Winfield Associates
Ohio
$136K – – –
FBT
1132
Founders Bank & Trust
Michigan
$133K +$2.76K +66 +2%
WAM
1133
Weatherly Asset Management
California
$133K +$133K +3,180 New
BAM
1134
Brave Asset Management
New Jersey
$130K – – –
LTI
1135
Laffer Tengler Investments
Tennessee
$127K +$48.6K +1,159 +62%
WC
1136
Whitnell & Co
Illinois
$126K -$131K -3,109 -51%
FMT
1137
First Mercantile Trust
Tennessee
$124K +$70.2K +1,678 +130%
AA
1138
AlphaMark Advisors
Kentucky
$122K – – –
BBPWM
1139
Blue Bell Private Wealth Management
Pennsylvania
$115K +$505 +12 +0.4%
AIM
1140
Acropolis Investment Management
Missouri
$113K – – –
CG
1141
Colony Group
Massachusetts
$107K – – –
JWA
1142
JFS Wealth Advisors
Pennsylvania
$106K +$106K +2,534 New
WA
1143
Waverly Advisors
Alabama
$105K -$19.7K -467 -16%
JIR
1144
James Investment Research
Ohio
$104K -$33.7K -800 -24%
EFSCE
1145
Enterprise Financial Services Corp (EFSC)
Missouri
$99K -$9.16K -219 -8%
EWM
1146
Edge Wealth Management
New York
$98K -$22.7K -541 -19%
EWM
1147
Elite Wealth Management
Washington
$95K – – –
AWM
1148
Avior Wealth Management
Nebraska
$95K +$209 +5 +0.2%
NC
1149
NewSquare Capital
Pennsylvania
$94K +$73.1K +1,750 +350%
GSC
1150
Ground Swell Capital
South Carolina
$94K +$94K +2,230 New
44 45
46
47 48