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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 %
CAM
1151
Concorde Asset Management
Michigan
$258K +$258K +7,898 New
TCM
1152
Texan Capital Management
Texas
$257K – – –
CCC
1153
Chelsea Counsel Company
California
$256K – – –
FWM
1154
Focused Wealth Management
New York
$254K -$4.79K -97 -2%
SCM
1155
SOL Capital Management
Maryland
$253K – – –
PAG
1156
Pinnacle Advisory Group
Maryland
$252K -$9.72K -198 -4%
TBNY
1157
Trustco Bank (New York)
New York
$252K – – –
BAM
1158
Boyar Asset Management
New York
$252K – – –
CPA
1159
Court Place Advisors
Maryland
$251K -$2.32K -47 -0.9%
GAM
1160
Gemmer Asset Management
California
$250K – – –
GC
1161
Gratus Capital
Georgia
$249K +$249K +5,050 New
PIM
1162
Penobscot Investment Management
Massachusetts
$248K – – –
YIA
1163
YHB Investment Advisors
Connecticut
$248K +$248K +5,035 New
HCA
1164
Horan Capital Advisors
Ohio
$246K – – –
CA
1165
Continental Advisors
Utah
$246K – – –
GC
1166
Garde Capital
Washington
$246K – – –
EWM
1167
Evermay Wealth Management
Virginia
$246K +$888 +18 +0.4%
USGIU
1168
U.S. Global Investors (USGI)
Texas
$246K +$246K +5,000 New
SRAM
1169
Stone Ridge Asset Management
New York
$246K +$246K +5,000 New
FNFDCM
1170
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$245K – – –
CCM
1171
Catawba Capital Management
Virginia
$244K -$41.8K -850 -15%
CA
1172
Callahan Advisors
Texas
$244K +$23.7K +481 +11%
SRC
1173
Shufro Rose & Co
New York
$243K – – –
DBT
1174
Dubuque Bank & Trust
Iowa
$241K -$15K -304 -6%
FIM
1175
Freedom Investment Management
Connecticut
$240K +$240K +4,865 New
45 46
47
48 49