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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 %
BP
1126
Ballentine Partners
Massachusetts
$280K -$543 -11 -0.2%
ACM
1127
Alpha Capital Management
Texas
$280K – – –
KFS
1128
Kurt F. Somerville
$279K +$279K +5,675 New
KFA
1129
Kelleher Financial Advisors
New York
$278K – – –
CA
1130
Cortland Associates
Missouri
$278K +$789 +16 +0.3%
WOC
1131
West Oak Capital
California
$277K -$9.85K -200 -3%
DLHL
1132
Donald L. Hagan LLC
Florida
$277K +$277K +5,621 New
HS
1133
HighVista Strategies
Massachusetts
$276K -$27K -547 -9%
MWM
1134
Modera Wealth Management
New Jersey
$276K -$4.93K -100 -2%
LI
1135
Lafayette Investments
Maryland
$275K -$2.71K -55 -1%
EWM
1136
Elite Wealth Management
Washington
$274K -$34.4K -700 -11%
FSC
1137
Fiduciary Services Corp
Georgia
$271K – – –
WPIC
1138
White Pine Investment Company
Michigan
$269K – – –
CI
1139
Chartist Inc
California
$269K +$269K +5,466 New
MCTIC
1140
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$266K – – –
SFWA
1141
Summit Financial Wealth Advisors
Louisiana
$266K +$266K +5,400 New
NIM
1142
Northeast Investment Management
Massachusetts
$265K -$73.6K -1,491 -22%
OA
1143
Oxbow Advisors
Texas
$265K +$5.08K +103 +2%
ICM
1144
IMS Capital Management
Oregon
$264K +$12.3K +250 +5%
CAL
1145
Capital Advisors Ltd
Ohio
$263K -$14.8K -300 -5%
CCM
1146
Copeland Capital Management
Pennsylvania
$260K -$41.1K -835 -14%
DAC
1147
Dividend Assets Capital
South Carolina
$260K – – –
CG
1148
Caprock Group
Idaho
$259K +$259K +5,251 New
CD
1149
Carl Domino
Florida
$258K -$1.97K -40 -0.8%
EHWM
1150
Eads & Heald Wealth Management
Georgia
$258K +$30.1K +610 +13%
44 45
46
47 48