MO icon

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 %
MFBTD
1301
MB Financial Bank - Trust Department
Illinois
$95K -$75K -1,500 -44%
AWM
1302
Avior Wealth Management
Nebraska
$95K -$18.5K -372 -16%
TFA
1303
Transamerica Financial Advisors
Florida
$95K +$7.72K +153 +9%
SAM
1304
Shamrock Asset Management
Texas
$86K -$25K -499 -23%
CPA
1305
Cowen Prime Advisors
New York
$85K – – –
DOA
1306
D'Orazio & Associates
Virginia
$82K +$20.1K +400 +33%
TIM
1307
Tortoise Investment Management
New York
$77K – – –
FPFS
1308
First Personal Financial Services
North Carolina
$72K +$4.19K +83 +6%
FCT
1309
Family Capital Trust
Massachusetts
$71K -$17K -340 -19%
EWM
1310
Edge Wealth Management
New York
$68K -$20K -397 -23%
ZB
1311
Zions Bancorporation
Utah
$67K +$67K +1,336 New
IP
1312
Isthmus Partners
Wisconsin
$66K -$100 -2 -0.2%
TRCT
1313
Tower Research Capital (TRC)
New York
$65K -$105K -2,108 -62%
KCM
1314
Karp Capital Management
California
$65K +$695 +14 +1%
HRIA
1315
Haberer Registered Investment Advisor
Ohio
$63K -$11.3K -225 -15%
AWS
1316
Aris Wealth Services
Pennsylvania
$63K +$63K +1,263 New
CYG
1317
Clean Yield Group
Vermont
$63K +$63K +1,264 New
CFG
1318
CKW Financial Group
Hawaii
$62K – – –
NYLT
1319
New York Life Trust
New York
$61K +$15.4K +309 +34%
AW
1320
Alpha Windward
Massachusetts
$59K – – –
RCG
1321
Ruggie Capital Group
Florida
$57K -$2.4K -48 -4%
TCM
1322
Tradewinds Capital Management
Washington
$53K +$151 +3 +0.3%
WCM
1323
Westend Capital Management
California
$52K -$149K -2,870 -74%
SGC
1324
South Georgia Capital
Illinois
$50K -$5K -100 -9%
ACM
1325
Americafirst Capital Management
California
$45.7K -$564K -11,275 -93%
51 52
53
54 55