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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 %
PTC
826
Philadelphia Trust Company
Pennsylvania
$1.3M – – –
SC
827
Savant Capital
Illinois
$1.3M +$89.5K +1,298 +7%
CIM
828
CenturyLink Investment Management
Colorado
$1.29M – – –
CCM
829
Coldstream Capital Management
Washington
$1.29M -$40.7K -590 -3%
TWA
830
TCI Wealth Advisors
Arizona
$1.28M -$20.6K -299 -2%
JIC
831
Joel Isaacson & Co
New York
$1.28M -$41.4K -600 -3%
WHRC
832
W.H. Reaves & Co
New Jersey
$1.28M – – –
MWM
833
Mission Wealth Management
California
$1.27M +$4.48K +65 +0.4%
IMOV
834
Investment Management of Virginia
Virginia
$1.26M -$17.2K -250 -1%
SBH
835
Segall Bryant & Hamill
Illinois
$1.26M -$114K -1,660 -8%
CPO
836
Cerity Partners OCIO
New York
$1.26M -$2.31K -34 -0.2%
FPCG
837
Fort Pitt Capital Group
Pennsylvania
$1.25M +$1.66K +24 +0.1%
MWAC
838
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.25M +$137K +1,987 +12%
AP
839
Atwood & Palmer
Missouri
$1.23M – – –
AC
840
Alexandria Capital
Virginia
$1.23M +$69 +1 +0%
PWMAG
841
Pinnacle Wealth Management Advisory Group
New Jersey
$1.23M +$46.3K +671 +4%
OLA
842
Oliver Luxxe Assets
New Jersey
$1.21M +$1.21M +17,610 New
IIM
843
Ipswich Investment Management
Massachusetts
$1.21M – – –
PCM
844
Perkins Capital Management
Minnesota
$1.2M -$69K -1,000 -5%
WGCA
845
Wolf Group Capital Advisors
Virginia
$1.2M -$191K -2,765 -14%
FMWA
846
Forvis Mazars Wealth Advisors
Missouri
$1.19M +$131K +1,906 +12%
OIA
847
Optimum Investment Advisors
Illinois
$1.19M -$29.1K -422 -2%
ZF
848
Zhang Financial
Michigan
$1.19M +$2.76K +40 +0.2%
TWI
849
Thomas White International
Illinois
$1.18M -$820K -11,894 -41%
DIA
850
Dean Investment Associates
Ohio
$1.18M +$58.3K +846 +5%
32 33
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