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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 %
WTB
876
Washington Trust Bank
Washington
$1.09M +$53.3K +773 +5%
MHS
877
M Holdings Securities
Oregon
$1.09M +$745K +10,812 +217%
SWM
878
SVA Wealth Management
Wisconsin
$1.09M -$131K -1,900 -11%
GIP
879
Granite Investment Partners
California
$1.09M – – –
LNC
880
Lincoln National Corp
Pennsylvania
$1.08M +$76.7K +1,112 +8%
AFWA
881
Ancora Family Wealth Advisors
Ohio
$1.08M +$12.7K +184 +1%
OCG
882
Opus Capital Group
Ohio
$1.07M -$61K -885 -5%
SS
883
Simplicity Solutions
Minnesota
$1.07M +$73.1K +1,060 +7%
PC
884
Polar Capital
United Kingdom
$1.07M – – –
FWIA
885
Fort Washington Investment Advisors
Ohio
$1.07M -$30.8K -447 -3%
GC
886
Gratus Capital
Georgia
$1.06M +$257K +3,731 +32%
WP
887
WealthPLAN Partners
Nebraska
$1.06M +$1.06M +21,415 New
BFPW
888
BOK Financial Private Wealth
Colorado
$1.05M +$27K +391 +3%
EM
889
Excalibur Management
Massachusetts
$1.05M -$345 -5 -0%
BWP
890
Baldwin Wealth Partners
Massachusetts
$1.05M -$39K -566 -4%
AI
891
Atria Investments
North Carolina
$1.05M +$212K +3,070 +25%
EWA
892
EP Wealth Advisors
California
$1.05M +$552 +8 +0.1%
TP
893
Truvvo Partners
New York
$1.04M -$207K -3,000 -17%
EWM
894
Endurance Wealth Management
Rhode Island
$1.04M – – –
MC
895
Martin Currie
United Kingdom
$1.04M -$1.04M -15,100 -50%
OIM
896
Opus Investment Management
Massachusetts
$1.03M – – –
WB
897
Webster Bank
Connecticut
$1.03M -$5.17K -75 -0.5%
ACH
898
ArrowMark Colorado Holdings
Colorado
$1.03M – – –
UBWV
899
United Bank (West Virginia)
West Virginia
$1.03M +$55.4K +804 +6%
ST
900
Sentinel Trust
Texas
$1.03M – – –
34 35
36
37 38