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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 %
AW
1151
Alpha Windward
Massachusetts
$14K – – –
WCBA
1152
Weaver C. Barksdale & Associates
Tennessee
$12K – – –
BCI
1153
Brinker Capital Investments
Pennsylvania
$12K – – –
HDIM
1154
Hanson & Doremus Investment Management
Vermont
$12K – – –
KLWA
1155
Kelly Lawrence W & Associates
California
$12K +$12K +300 New
LWM
1156
Lenox Wealth Management
Ohio
$10K +$10K +250 New
NYLIM
1157
New York Life Investment Management
New York
$8K – – –
LWM
1158
LBA Wealth Management
Florida
$8K +$8K +202 New
CMBA
1159
C.M. Bidwell & Associates
Hawaii
$6K – – –
VNB
1160
Valley National Bancorp
New York
$6K +$6K +150 New
WIL
1161
Winifred I. Li
$5K – – –
JFA
1162
JNBA Financial Advisors
Minnesota
$4K – – –
HRC
1163
Hoertkorn Richard Charles
$4K +$4K +100 New
BWFA
1164
Baltimore-Washington Financial Advisors
Maryland
$2K +$2K +41 New
SMA
1165
Simply Money Advisors
Ohio
$2K +$2K +55 New
UB
1166
UMB Bank
Missouri
$1.59K +$159 +4,141 +11%
SGAM
1167
Smith Group Asset Management
Texas
$1K +$1K +36 New
MIM
1168
Marco Investment Management
Georgia
$911 +$2 +53 +0.2%
FPCG
1169
Fort Pitt Capital Group
Pennsylvania
$581 – – –
WTB
1170
Washington Trust Bank
Washington
$493 -$441K -12,849 Closed
DIA
1171
Denver Investment Advisors
Colorado
$274 +$14 +369 +5%
Renaissance Technologies
1172
Renaissance Technologies
New York
– -$120M -3,498,300 Closed
Millennium Management
1173
Millennium Management
New York
– -$41.7M -1,214,664 Closed
Arrowstreet Capital
1174
Arrowstreet Capital
Massachusetts
– -$26M -757,810 Closed
SCM
1175
Stevens Capital Management
Pennsylvania
– -$13.6M -394,604 Closed
45 46
47
48 49