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Altria Group
MO

Overview Fund Activity

1,371 hedge funds and large institutions have $58.8B invested in Altria Group in 2015 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 486 increasing their positions, 585 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,371
Holders Change
+37
Holders Change %
+2.77%
% of All Funds
36.57%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.79%
New
110
Increased
486
Reduced
585
Closed
56
Calls
$459M
Puts
$395M
Net Calls
+$63.7M
Net Calls Change
+$364M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$231M
2
Millennium Management
Millennium Management
New York
+$184M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$175M
4
JHIU
Janus Henderson Investors US
Colorado
+$156M
5
AI
Analytic Investors
California
+$111M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.29B
2
State Street
State Street
Massachusetts
-$257M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$143M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$140M
5
Franklin Resources
Franklin Resources
California
-$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
801
Jones Financial Companies
Missouri
$956K -$462K -9,244 -33%
PFBT
802
Parkside Financial Bank & Trust
Missouri
$953K -$8.15K -163 -0.8%
PTC
803
Philadelphia Trust Company
Pennsylvania
$952K +$29.6K +592 +3%
SWA
804
SFMG Wealth Advisors
Texas
$952K +$499K +9,968 +110%
IMOV
805
Investment Management of Virginia
Virginia
$950K -$2.5K -50 -0.3%
JPTCCM
806
J.P. Turner & Co Capital Management
Georgia
$950K +$161K +3,227 +20%
AF
807
Aldebaran Financial
$947K +$200 +4 +0%
DCLA
808
Douglas C. Lane & Associates
New York
$944K -$108K -2,151 -10%
BC
809
Burney Company
Virginia
$938K -$117K -2,349 -11%
SMM
810
Stadion Money Management
Georgia
$933K +$264K +5,288 +40%
RFA
811
Reilly Financial Advisors
California
$932K +$248K +4,951 +36%
WHRC
812
W.H. Reaves & Co
New Jersey
$928K – – –
LPT
813
Legacy Private Trust
Wisconsin
$925K -$5K -100 -0.5%
TWA
814
TCI Wealth Advisors
Arizona
$911K -$20.5K -410 -2%
AWA
815
ARS Wealth Advisors
Florida
$907K +$5.91K +118 +0.7%
SA
816
Strategic Advisors
New York
$901K -$89.8K -2,142 -9%
PWMAG
817
Pinnacle Wealth Management Advisory Group
New Jersey
$894K +$2.6K +52 +0.3%
ZF
818
Zhang Financial
Michigan
$893K +$27.4K +547 +3%
SHA
819
Smith Hayes Advisers
Nebraska
$893K +$55.8K +1,116 +7%
FWM
820
Frontier Wealth Management
Missouri
$891K +$531K +10,607 +147%
SBH
821
Segall Bryant & Hamill
Illinois
$881K – – –
LOT
822
Lombard Odier Transatlantic
Quebec, Canada
$877K – – –
OPTFSNA
823
Old Point Trust & Financial Services N A
Virginia
$865K -$45K -900 -5%
BW
824
Bison Wealth
Georgia
$859K +$266K +5,313 +45%
DCM
825
Dynamic Capital Management
Jersey
$858K +$408K +8,157 +91%
31 32
33
34 35