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Altria Group
MO

Overview Fund Activity

1,478 hedge funds and large institutions have $74.6B invested in Altria Group in 2016 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 550 increasing their positions, 636 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,478
Holders Change
-34
Holders Change %
-2.25%
% of All Funds
39.5%
Holding in Top 10
70
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-37.5%
% of All Funds
1.87%
New
67
Increased
550
Reduced
636
Closed
85
Calls
$663M
Puts
$711M
Net Calls
-$47.6M
Net Calls Change
-$94.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$315M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$223M
3
Renaissance Technologies
Renaissance Technologies
New York
+$134M
4
APG Asset Management
APG Asset Management
Netherlands
+$124M
5
Credit Agricole
Credit Agricole
France
+$70M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$240M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$205M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$180M
5
NI
Numeric Investors
Massachusetts
-$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
826
Capital Wealth Planning
Florida
$1.15M -$605K -9,571 -35%
DIA
827
Dean Investment Associates
Ohio
$1.15M +$63.5K +1,004 +6%
IMOV
828
Investment Management of Virginia
Virginia
$1.14M -$9.48K -150 -0.8%
FPCG
829
Fort Pitt Capital Group
Pennsylvania
$1.14M -$5.63K -89 -0.5%
BA
830
Bridgewater Associates
Connecticut
$1.14M +$1.14M +18,000 New
AP
831
Atwood & Palmer
Missouri
$1.13M – – –
MWM
832
Mission Wealth Management
California
$1.12M -$42.2K -667 -4%
PWMAG
833
Pinnacle Wealth Management Advisory Group
New Jersey
$1.12M -$7.84K -124 -0.7%
OLA
834
Oliver Luxxe Assets
New Jersey
$1.11M – – –
IIM
835
Ipswich Investment Management
Massachusetts
$1.11M – – –
Northwestern Mutual Wealth Management
836
Northwestern Mutual Wealth Management
Wisconsin
$1.1M -$15.2M -239,634 -93%
CCM
837
Coldstream Capital Management
Washington
$1.1M -$78.7K -1,244 -7%
BC
838
Banced Corp
Illinois
$1.1M -$242K -3,823 -18%
LNC
839
Lincoln National Corp
Pennsylvania
$1.09M +$94.5K +1,496 +10%
GC
840
Gratus Capital
Georgia
$1.09M +$117K +1,854 +12%
MWAC
841
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.08M -$63.6K -1,005 -6%
MWM
842
Modera Wealth Management
New Jersey
$1.08M +$23.9K +378 +2%
PCM
843
Perkins Capital Management
Minnesota
$1.08M -$25.3K -400 -2%
OPTFSNA
844
Old Point Trust & Financial Services N A
Virginia
$1.06M -$12.6K -200 -1%
BFM
845
Boston Financial Management
Massachusetts
$1.06M -$1.27K -20 -0.1%
ZF
846
Zhang Financial
Michigan
$1.06M -$31.6K -500 -3%
DLA
847
Douglas Lane & Associates
New York
$1.06M -$225K -3,553 -18%
SAM
848
Symphony Asset Management
California
$1.05M -$2.23M -35,253 -68%
CS
849
Credential Securities
$1.04M +$3.67K +58 +0.4%
MMPW
850
Mitchell McLeod Pugh & Williams
Alabama
$1.04M – – –
32 33
34
35 36