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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 %
1832 Asset Management
726
1832 Asset Management
Ontario, Canada
$1.85M +$58.3K +843 +3%
FTC
727
Farmers Trust Company
Ohio
$1.85M -$6K -87 -0.3%
WP
728
WMS Partners
Maryland
$1.84M +$27.9K +404 +2%
CK
729
Cohen Klingenstein
New York
$1.84M – – –
CPS
730
Counsel Portfolio Services
Ontario, Canada
$1.83M +$60.5K +877 +3%
RCAG
731
Rehmann Capital Advisory Group
Michigan
$1.83M -$183K -2,656 -9%
AFA
732
Abacus FCF Advisors
Florida
$1.83M -$461K -6,681 -20%
DWA
733
Douglass Winthrop Advisors
New York
$1.81M +$6.89K +100 +0.4%
SCM
734
Shelton Capital Management
Colorado
$1.8M +$173K +2,515 +11%
TDC
735
Thompson Davis & Co
Virginia
$1.8M -$311K -4,508 -15%
WSC
736
Wellington Shields & Co
New York
$1.79M +$207 +3 +0%
PJSIMP
737
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.79M -$13.6K -197 -0.8%
YAM
738
Yacktman Asset Management
Texas
$1.79M – – –
RFA
739
Reilly Financial Advisors
California
$1.78M +$142K +2,054 +9%
VWM
740
Valley Wealth Managers
New Jersey
$1.76M +$773K +11,207 +78%
CAMG
741
CWA Asset Management Group
Florida
$1.75M +$193K +2,798 +12%
DPIM
742
Duff & Phelps Investment Management
Illinois
$1.75M -$50.3K -730 -3%
DSC
743
Duncker Streett & Co
Missouri
$1.75M -$19.2K -279 -1%
EDRH
744
Edmond de Rothschild Holding
Switzerland
$1.74M +$534K +7,740 +44%
SACTSONJ
745
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.72M – – –
IR
746
IAT Reinsurance
New York
$1.72M – – –
NRS
747
Neville Rodie & Shaw
New York
$1.71M -$3.45K -50 -0.2%
CI
748
Cavalier Investments
Georgia
$1.7M – – –
MCM
749
Maryland Capital Management
Maryland
$1.7M -$118K -1,718 -7%
MIAN
750
Mariner Independent Advisor Network
Kansas
$1.7M +$1.7M +24,634 New
28 29
30
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