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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 %
SIM
1176
SSI Investment Management
California
$239K – – –
FSA
1177
Franklin Street Advisors
North Carolina
$239K – – –
ITIM
1178
Indiana Trust & Investment Management
Indiana
$238K -$53.2K -1,080 -18%
EA
1179
Emerald Advisers
Pennsylvania
$238K -$42K -852 -15%
KL
1180
KWMG LLC
Kansas
$238K +$238K +4,479 New
WPW
1181
Waldron Private Wealth
Pennsylvania
$236K +$2.26K +46 +1%
MCM
1182
Marathon Capital Management
Maryland
$235K +$1.38K +28 +0.6%
GI
1183
GAMCO Investors
Connecticut
$234K – – –
WSCM
1184
Wellington Shields Capital Management
New York
$234K +$345 +7 +0.1%
AA
1185
Apriem Advisors
California
$234K +$4.93K +100 +2%
JWM
1186
Jacobus Wealth Management
Wisconsin
$233K -$9.86K -200 -4%
MHIM
1187
MacNealy Hoover Investment Management
Ohio
$233K – – –
S
1188
SignatureFD
Georgia
$230K -$81.4K -1,649 -26%
FMII
1189
Farmers & Merchants Investments Inc
Nebraska
$229K -$4.92K -100 -2%
NEPWA
1190
New England Private Wealth Advisors
Massachusetts
$226K – – –
BHTS
1191
Bar Harbor Trust Services
Maine
$226K – – –
FWIA
1192
Fort Washington Investment Advisors
Ohio
$224K -$4.92K -100 -2%
TCB
1193
Texas Capital Bancshares
Texas
$224K +$1.48K +30 +0.7%
BT
1194
Beacon Trust
New Jersey
$224K +$224K +4,541 New
YMRC
1195
Yorktown Management & Research Company
Virginia
$222K -$1.94M -39,400 -90%
GAG
1196
GM Advisory Group
New York
$220K -$1.38K -28 -0.6%
CIS
1197
Connors Investor Services
Pennsylvania
$219K – – –
GCA
1198
Gideon Capital Advisors
New York
$218K +$218K +4,422 New
JCM
1199
Janney Capital Management
Pennsylvania
$217K +$217K +4,410 New
PWM
1200
ParenteBeard Wealth Management
Pennsylvania
$217K -$4.17M -205,611 -95%
46 47
48
49 50