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Altria Group
MO

Overview Fund Activity

1,371 hedge funds and large institutions have $58.8B invested in Altria Group in 2015 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 486 increasing their positions, 585 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,371
Holders Change
+37
Holders Change %
+2.77%
% of All Funds
36.57%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.79%
New
110
Increased
486
Reduced
585
Closed
56
Calls
$459M
Puts
$395M
Net Calls
+$63.7M
Net Calls Change
+$364M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$231M
2
Millennium Management
Millennium Management
New York
+$184M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$175M
4
JHIU
Janus Henderson Investors US
Colorado
+$156M
5
AI
Analytic Investors
California
+$111M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.29B
2
State Street
State Street
Massachusetts
-$257M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$143M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$140M
5
Franklin Resources
Franklin Resources
California
-$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1126
Oakworth Capital
Alabama
$318K – – –
SCA
1127
Strategic Capital Alternatives
United States
$317K +$317K +6,332 New
RP
1128
Reinhart Partners
Wisconsin
$317K +$317K +6,335 New
MSS
1129
Mitchell Sinkler & Starr
Pennsylvania
$315K – – –
PAM
1130
Private Asset Management
California
$315K +$17.7K +353 +6%
AAS
1131
Annex Advisory Services
Wisconsin
$314K +$14.1K +282 +5%
MWM
1132
Modera Wealth Management
New Jersey
$313K +$32.6K +651 +12%
GWM
1133
Gupta Wealth Management
California
$311K +$311K +6,219 New
CL
1134
Croft-Leominster
Maryland
$310K – – –
TA
1135
TBP Advisors
New York
$310K – – –
KCM
1136
Kornitzer Capital Management
Kansas
$308K – – –
SAMC
1137
Shinko Asset Management Company
Japan
$307K -$22.7K -454 -7%
BMC
1138
Benin Management Corp
Connecticut
$306K +$100 +2 +0%
MMM
1139
Mendel Money Management
Illinois
$305K – – –
BP
1140
Ballentine Partners
Massachusetts
$304K +$20.2K +403 +7%
RWA
1141
Ropes Wealth Advisors
Massachusetts
$304K +$304K +6,071 New
FMC
1142
First Merchants Corp
Indiana
$303K -$15K -300 -5%
RP
1143
Rowlandmiller & Partners
Georgia
$302K – – –
CIC
1144
Canal Insurance Company
South Carolina
$300K – – –
MWAN
1145
Mariner Wealth Advisors (NYC)
Kansas
$300K +$300K +5,997 New
SFWA
1146
Summit Financial Wealth Advisors
Louisiana
$299K +$23.7K +465 +9%
PM
1147
Parametrica Management
Hong Kong
$297K +$297K +5,933 New
SRIM
1148
Saratoga Research & Investment Management
California
$295K -$75K -1,500 -20%
FUBT
1149
First United Bank & Trust
Maryland
$294K – – –
BB
1150
Bell Bank
North Dakota
$292K -$18.3K -365 -6%
44 45
46
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