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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 %
IWA
1151
Inspirion Wealth Advisors
Illinois
$463K – – –
MRCM
1152
M&R Capital Management
New Jersey
$461K +$461K +6,693 New
CCM
1153
Chilton Capital Management
Texas
$460K -$35.9K -521 -7%
OC
1154
Oarsman Capital
Wisconsin
$459K +$14.4K +209 +3%
FG
1155
Fiduciary Group
Georgia
$456K +$4.76K +69 +1%
LOAMS
1156
Lombard Odier Asset Management (Switzerland)
Switzerland
$456K +$87.9K +1,276 +24%
RP
1157
Rowlandmiller & Partners
Georgia
$455K -$34.6K -500 -7%
PHAM
1158
Palisades Hudson Asset Management
Florida
$454K – – –
DIA
1159
Denver Investment Advisors
Colorado
$453K -$13.2K -192 -3%
DP
1160
Dearborn Partners
Illinois
$453K – – –
WSCM
1161
Wellington Shields Capital Management
New York
$453K +$414 +6 +0.1%
MSS
1162
Mitchell Sinkler & Starr
Pennsylvania
$451K – – –
MFW
1163
Mosaic Family Wealth
Missouri
$447K -$32.2K -467 -7%
AF
1164
Affiance Financial
Minnesota
$447K – – –
FAG
1165
Financial Advisory Group
Texas
$447K +$344 +5 +0.1%
EFSCE
1166
Enterprise Financial Services Corp (EFSC)
Missouri
$447K +$270K +3,919 +153%
JIM
1167
Jensen Investment Management
Oregon
$443K +$443K +6,430 New
SFG
1168
SevenBridge Financial Group
Pennsylvania
$439K +$439K +6,368 New
PTB
1169
Pioneer Trust Bank
Oregon
$438K +$1.1K +16 +0.3%
CAM
1170
ClariVest Asset Management
California
$437K +$59.3K +860 +16%
ST
1171
Sabal Trust
Florida
$435K -$13K -188 -3%
ISB
1172
Iowa State Bank
Iowa
$435K – – –
CHP
1173
Cable Hill Partners
Oregon
$434K +$190K +2,750 +78%
NO
1174
Ninety One
South Africa
$433K – – –
HIC
1175
Holderness Investments Company
North Carolina
$433K +$188K +2,734 +77%
45 46
47
48 49