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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 %
SCG
1051
Sonata Capital Group
Washington
$426K – – –
BFA
1052
Bragg Financial Advisors
North Carolina
$421K -$47.3K -870 -10%
PFM
1053
Parsec Financial Management
North Carolina
$420K -$435 -8 -0.1%
RWA
1054
River Wealth Advisors
Pennsylvania
$419K +$3.27K +60 +0.8%
OC
1055
Oarsman Capital
Wisconsin
$417K +$13.4K +246 +3%
AIM
1056
Aspen Investment Management
Michigan
$416K -$26.1K -480 -6%
RWM
1057
RKL Wealth Management
Pennsylvania
$415K -$78.7K -1,445 -16%
CNC
1058
Citizens & Northern Corp
Pennsylvania
$415K -$3.81K -70 -0.9%
LC
1059
Lourd Capital
California
$414K +$21K +386 +5%
GEM
1060
Global Endowment Management
North Carolina
$412K +$15.8K +290 +4%
AP
1061
AHL Partners
United Kingdom
$410K -$817K -15,033 -67%
JT
1062
Jump Trading
Illinois
$410K +$410K +6,003 New
DAC
1063
Dividend Assets Capital
South Carolina
$409K +$122K +2,250 +43%
TSW
1064
Thompson Siegel & Walmsley
Virginia
$408K -$10.9K -200 -3%
SFS
1065
Summit Financial Strategies
Ohio
$407K +$272 +5 +0.1%
RVPG
1066
Relative Value Partners Group
$407K +$407K +7,476 New
MCWS
1067
McKinley Carter Wealth Services
West Virginia
$406K -$89.5K -1,645 -18%
SIM
1068
SSI Investment Management
California
$406K – – –
KCM
1069
Kornitzer Capital Management
Kansas
$404K +$75.2K +1,384 +23%
NFG
1070
Nadler Financial Group
Illinois
$403K -$14.3K -262 -3%
SAA
1071
Southeast Asset Advisors
Georgia
$401K +$435 +8 +0.1%
WAM
1072
Winslow Asset Management
Ohio
$401K +$598 +11 +0.1%
MCM
1073
Manchester Capital Management
Vermont
$400K -$136K -2,500 -25%
MCA
1074
Mercer Capital Advisers
New Jersey
$400K – – –
CBB
1075
Citizens Business Bank
California
$399K -$52.8K -970 -12%
41 42
43
44 45