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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 %
KCM
1276
Karp Capital Management
California
$64K +$64K +1,295 New
PG
1277
PEAK6 Group
Illinois
$62K +$62K +1,255 New
CFG
1278
CKW Financial Group
Hawaii
$61K – – –
DOA
1279
D'Orazio & Associates
Virginia
$61K – – –
AW
1280
Alpha Windward
Massachusetts
$58K +$41.3K +843 +248%
RCG
1281
Ruggie Capital Group
Florida
$58K +$58K +1,188 New
PO
1282
Private Ocean
California
$55K +$10.4K +210 +23%
SGC
1283
South Georgia Capital
Illinois
$54K -$26K -530 -33%
TCM
1284
Tradewinds Capital Management
Washington
$52K – – –
ST
1285
Somerset Trust
Pennsylvania
$49K – – –
AAC
1286
Asset Advisors Corp
Georgia
$47K +$47K +960 New
SCP
1287
Syntal Capital Partners
Texas
$45K – – –
NYLT
1288
New York Life Trust
New York
$45K +$32K +653 +247%
AIM
1289
Advantage Investment Management
Iowa
$44K +$44K +902 New
OFS
1290
Orrstown Financial Services
Pennsylvania
$42K – – –
AC
1291
Alexandria Capital
Virginia
$39K +$99 +2 +0.3%
SAM
1292
Solaris Asset Management
New York
$37K +$37K +750 New
LIM
1293
Longfellow Investment Management
Massachusetts
$36K -$286K -5,750 -89%
MAS
1294
Madden Advisory Services
Florida
$36K -$100K -2,037 -74%
CFS
1295
Commonwealth Financial Services
West Virginia
$36K +$36K +722 New
RA
1296
Rational Advisors
New York
$36K +$36K +730 New
VSWA
1297
Vontobel Swiss Wealth Advisors
Switzerland
$35K +$35K +710 New
FM
1298
Forward Management
California
$31K +$31K +625 New
FA
1299
Financial Advantage
Maryland
$30K – – –
MBE
1300
Michael B. Elefante
$29K -$492 -10 -2%
50 51
52
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