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Altria Group
MO

Overview Fund Activity

1,398 hedge funds and large institutions have $65.9B invested in Altria Group in 2015 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 525 increasing their positions, 549 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,398
Holders Change
+42
Holders Change %
+3.1%
% of All Funds
39.07%
Holding in Top 10
85
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+54.55%
% of All Funds
2.38%
New
98
Increased
525
Reduced
549
Closed
42
Calls
$640M
Puts
$381M
Net Calls
+$258M
Net Calls Change
+$150M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$1.2B
2
Bank of America
Bank of America
North Carolina
+$936M
3
Morgan Stanley
Morgan Stanley
New York
+$634M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$187M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$113M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$476M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$195M
3
EVM
Eaton Vance Management
Massachusetts
-$148M
4
Ameriprise
Ameriprise
Minnesota
-$72.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$71.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LH
826
Lebenthal Holdings
New York
$877K +$76.1K +1,398 +9%
DAM
827
Doheny Asset Management
California
$873K – – –
FMWA
828
Forvis Mazars Wealth Advisors
Missouri
$872K -$141K -2,591 -14%
WTB
829
Washington Trust Bank
Washington
$870K – – –
EM
830
Excalibur Management
Massachusetts
$866K – – –
BBA
831
BLB&B Advisors
Pennsylvania
$865K -$16.3K -300 -2%
PFBT
832
Parkside Financial Bank & Trust
Missouri
$862K -$167K -3,065 -16%
GIP
833
Granite Investment Partners
California
$857K – – –
MMPW
834
Mitchell McLeod Pugh & Williams
Alabama
$856K +$27.2K +500 +3%
EWMCB
835
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$855K +$394K +7,232 +85%
MIC
836
MU Investments Company
Japan
$854K -$5.42K -100 -0.6%
EWM
837
Endurance Wealth Management
Rhode Island
$853K – – –
IB
838
Intrust Bank
Kansas
$850K -$95.3K -1,752 -10%
CIA
839
Choate Investment Advisors
Massachusetts
$847K +$162K +2,985 +24%
MYLI
840
Meiji Yasuda Life Insurance
Japan
$846K -$81.6K -1,500 -9%
DIA
841
Dean Investment Associates
Ohio
$845K +$39K +716 +5%
PC
842
Polar Capital
United Kingdom
$843K +$81.6K +1,500 +11%
FIB
843
First Interstate Bank
Montana
$834K +$834K +15,330 New
ATC
844
Argent Trust Co
Tennessee
$833K – – –
BWP
845
Baldwin Wealth Partners
Massachusetts
$827K – – –
PWMAG
846
Pinnacle Wealth Management Advisory Group
New Jersey
$826K -$65.1K -1,198 -7%
AFWA
847
Ancora Family Wealth Advisors
Ohio
$825K +$825K +15,166 New
PCM
848
Price Capital Management
Louisiana
$825K +$825K +15,171 New
TCOO
849
Trust Company of Oklahoma
Oklahoma
$824K -$28.3K -520 -3%
BFPW
850
BOK Financial Private Wealth
Colorado
$822K +$217 +4 +0%
32 33
34
35 36