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Altria Group
MO

Overview Fund Activity

1,512 hedge funds and large institutions have $82.7B invested in Altria Group in 2016 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 571 increasing their positions, 614 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,512
Holders Change
+36
Holders Change %
+2.44%
% of All Funds
40.41%
Holding in Top 10
112
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+10.89%
% of All Funds
2.99%
New
90
Increased
571
Reduced
614
Closed
39
Calls
$775M
Puts
$729M
Net Calls
+$46.7M
Net Calls Change
-$1.34M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$232M
2
JHIU
Janus Henderson Investors US
Colorado
+$185M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
4
Capital World Investors
Capital World Investors
California
+$118M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$113M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.02B
2
Bank of America
Bank of America
North Carolina
-$469M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$360M
4
LPL Financial
LPL Financial
California
-$129M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
501
Meeder Asset Management
Ohio
$4.59M -$1.52M -22,012 -25%
WB
502
WesBanco Bank
West Virginia
$4.59M +$329K +4,777 +8%
BIG
503
Bellwether Investment Group
Tennessee
$4.59M +$4.59M +66,491 New
SCM
504
Stevens Capital Management
Pennsylvania
$4.57M -$2.71M -39,304 -37%
IFAM
505
Institutional & Family Asset Management
Colorado
$4.53M +$277K +4,015 +7%
HSA
506
HBK Sorce Advisory
Pennsylvania
$4.5M +$34.9K +506 +0.8%
SGCA
507
Steel Grove Capital Advisors
Tennessee
$4.49M +$55.5K +798 +1%
IWA
508
Intercontinental Wealth Advisors
Texas
$4.48M -$251K -3,635 -5%
NSEDCP
509
NJ State Employees Deferred Compensation Plan
New Jersey
$4.48M -$1.03M -15,000 -19%
AIA
510
AGF Investments America
Ontario, Canada
$4.45M +$4.45M +64,506 New
RW
511
Rand Wealth
Maryland
$4.44M -$90.3K -1,309 -2%
W
512
Wealthfront
California
$4.43M +$346K +5,024 +8%
TCOV
513
Trust Company of Vermont
Vermont
$4.39M -$110K -1,590 -2%
WTC
514
WhitTier Trust Company
Nevada
$4.37M -$28.6K -415 -0.7%
TF
515
Tompkins Financial
New York
$4.35M -$91.4K -1,326 -2%
GLRA
516
Gerald L. Ray & Associates
Texas
$4.34M – – –
FCCM
517
First City Capital Management
Georgia
$4.33M -$8.07K -117 -0.2%
RIA
518
Regal Investment Advisors
Michigan
$4.3M +$3.45K +50 +0.1%
GP
519
Girard Partners
Pennsylvania
$4.29M +$375K +5,439 +10%
HKIM
520
Hayek Kallen Investment Management
Alabama
$4.29M -$160K -2,316 -4%
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$4.28M -$10.3K -150 -0.2%
NB
522
NBT Bank
New York
$4.27M -$147K -2,130 -3%
FIM
523
Fernwood Investment Management
Massachusetts
$4.24M -$44.8K -650 -1%
Thrivent Financial for Lutherans
524
Thrivent Financial for Lutherans
Minnesota
$4.23M -$33.5M -485,632 -89%
FNBT
525
FineMark National Bank & Trust
Florida
$4.22M -$179K -2,596 -4%
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