MO icon

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 %
SAM
1251
Shamrock Asset Management
Texas
$109K – – –
SC
1252
Searle & Co
Connecticut
$104K +$104K +2,121 New
AA
1253
AlphaMark Advisors
Kentucky
$103K -$27K -550 -21%
VC
1254
Vestor Capital
Illinois
$103K -$19.8K -400 -16%
SIG
1255
Stanford Investment Group
California
$101K +$101K +2,045 New
YL
1256
YCG LLC
Texas
$99K +$99K +2,000 New
FQ
1257
First Quadrant
California
$94K +$94K +1,900 New
MCM
1258
MV Capital Management
Maryland
$94K +$94K +1,906 New
PCM
1259
Prelude Capital Management
New York
$89K +$39.6K +800 +80%
FCT
1260
Family Capital Trust
Massachusetts
$87K – – –
EWM
1261
Edge Wealth Management
New York
$86K -$4.91K -100 -5%
TFA
1262
Transamerica Financial Advisors
Florida
$86K +$3.13K +63 +4%
CPA
1263
Cowen Prime Advisors
New York
$84K – – –
CWM
1264
Catamount Wealth Management
Connecticut
$84K +$84K +1,703 New
CAM
1265
ClariVest Asset Management
California
$76K – – –
TIM
1266
Tortoise Investment Management
New York
$76K +$2.21K +45 +3%
UFA
1267
US Financial Advisors
Massachusetts
$75K +$75K +1,513 New
PHK
1268
Point72 Hong Kong
Hong Kong
$74K +$74K +1,509 New
DIA
1269
Davidson Investment Advisors
Montana
$73K -$73K -1,500 -50%
HRIA
1270
Haberer Registered Investment Advisor
Ohio
$73K -$2.97K -60 -4%
ECM
1271
Exchange Capital Management
Michigan
$72K +$3.05K +62 +4%
WA
1272
Waverly Advisors
Alabama
$71K -$37.1K -753 -34%
WCM
1273
Wealthcare Capital Management
Virginia
$70K – – –
FPFS
1274
First Personal Financial Services
North Carolina
$66K +$66K +1,343 New
IP
1275
Isthmus Partners
Wisconsin
$65K +$65K +1,324 New
49 50
51
52 53