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Altria Group
MO

Overview Fund Activity

1,478 hedge funds and large institutions have $74.6B invested in Altria Group in 2016 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 550 increasing their positions, 636 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,478
Holders Change
-34
Holders Change %
-2.25%
% of All Funds
39.5%
Holding in Top 10
70
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-37.5%
% of All Funds
1.87%
New
67
Increased
550
Reduced
636
Closed
85
Calls
$663M
Puts
$711M
Net Calls
-$47.6M
Net Calls Change
-$94.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$315M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$223M
3
Renaissance Technologies
Renaissance Technologies
New York
+$134M
4
APG Asset Management
APG Asset Management
Netherlands
+$124M
5
Credit Agricole
Credit Agricole
France
+$70M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$240M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$205M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$180M
5
NI
Numeric Investors
Massachusetts
-$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
476
Parthenon LLC
Kentucky
$4.52M – – –
SNT
477
Security National Trust
West Virginia
$4.51M -$75.4K -1,193 -2%
WB
478
WesBanco Bank
West Virginia
$4.5M +$294K +4,650 +7%
PAM
479
Princeton Alpha Management
New Jersey
$4.45M +$3.21M +50,768 +259%
MDCM
480
Morgan Dempsey Capital Management
Wisconsin
$4.41M +$907K +14,345 +26%
TCM
481
Texan Capital Management
Texas
$4.41M -$348K -5,499 -7%
BRWA
482
B. Riley Wealth Advisors
Florida
$4.4M -$5.74K -102 -0.1%
CONA
483
Capital One National Association
New York
$4.34M +$36.7K +580 +0.9%
PAM
484
Paradigm Asset Management
New York
$4.33M -$414K -6,550 -9%
BTNA
485
Bremer Trust National Association
Minnesota
$4.32M +$42.1K +665 +1%
NLI
486
Nippon Life Insurance
Japan
$4.32M -$430K -6,805 -9%
CPA
487
Capital Planning Advisors
California
$4.31M -$120K -1,900 -3%
JWBC
488
J.W. Burns & Co
New York
$4.31M -$6.01K -95 -0.1%
FBB
489
Fulton Breakefield Broenniman
Maryland
$4.29M -$51.1K -808 -1%
BFO
490
Boston Family Office
Massachusetts
$4.25M -$69.6K -1,100 -2%
OPCM
491
Osborne Partners Capital Management
California
$4.24M -$19K -300 -0.4%
CCM
492
Covington Capital Management
California
$4.24M -$228K -3,605 -5%
SGCA
493
Steel Grove Capital Advisors
Tennessee
$4.23M +$116K +1,818 +3%
EWM
494
Evercore Wealth Management
New York
$4.23M +$1.22M +19,351 +41%
RW
495
Rand Wealth
Maryland
$4.2M +$123K +1,941 +3%
HSA
496
HBK Sorce Advisory
Pennsylvania
$4.19M +$64.8K +1,025 +2%
CCP
497
Corient Capital Partners
California
$4.18M +$4.18M +66,159 New
GP
498
Girard Partners
Pennsylvania
$4.18M +$242K +3,823 +6%
DLCIG
499
D.L. Carlson Investment Group
New Hampshire
$4.16M -$525K -8,310 -11%
MCM
500
Matarin Capital Management
New York
$4.15M +$2.31M +36,549 +125%
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