MO icon

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 %
PHS
1001
Pekin Hardy Strauss
Illinois
$762K -$124K -1,800 -14%
SCA
1002
Snowden Capital Advisors
New York
$761K -$72.7K -1,054 -9%
CRIG
1003
Charter Research & Investment Group
Connecticut
$758K -$13.8K -200 -2%
BCP
1004
Berkeley Capital Partners
Georgia
$754K -$146K -2,114 -16%
FC
1005
Forte Capital
New York
$754K -$32.4K -469 -4%
TT
1006
Tiedemann Trust
Delaware
$753K -$8.41K -122 -1%
EDRE
1007
Edmond de Rothschild (Europe)
Luxembourg
$753K +$414K +6,008 +122%
B
1008
BancorpSouth
Mississippi
$747K -$8.49K -123 -1%
MCM
1009
Moore Capital Management
New York
$747K +$747K +10,830 New
AWM
1010
Altavista Wealth Management
North Carolina
$740K -$43.7K -634 -6%
Verition Fund Management
1011
Verition Fund Management
Connecticut
$736K +$736K +10,677 New
AssetMark Inc
1012
AssetMark Inc
California
$733K +$503K +7,301 +219%
WT
1013
Washington Trust
Rhode Island
$728K +$24.8K +360 +4%
KCM
1014
Kornitzer Capital Management
Kansas
$726K -$193K -2,800 -21%
NB
1015
Nicolet Bankshares
Wisconsin
$726K +$8.07K +117 +1%
AB
1016
AT Bancorp
Iowa
$722K -$6.55K -95 -0.9%
GCA
1017
Guardian Capital Advisors
Ontario, Canada
$721K – – –
SHWM
1018
Smith & Howard Wealth Management
Georgia
$720K +$147K +2,125 +26%
GSBTD
1019
Glenview State Bank Trust Department
Illinois
$720K +$166K +2,400 +30%
PAS
1020
Partnervest Advisory Services
California
$711K +$28.3K +411 +4%
LA
1021
Lau Associates
Delaware
$700K – – –
FWP
1022
FAS Wealth Partners
Kansas
$696K -$61K -885 -8%
YP
1023
Yellowstone Partners
Idaho
$696K -$25K -362 -3%
SSWM
1024
Smith Salley Wealth Management
North Carolina
$695K -$78.2K -1,134 -10%
PAWC
1025
P.A.W. Capital
Connecticut
$690K – – –
39 40
41
42 43