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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 %
FWM
1326
Focused Wealth Management
New York
$272K -$37.5K -543 -12%
GC
1327
Grimes & Company
Massachusetts
$272K -$276 -4 -0.1%
LI
1328
Lafayette Investments
Maryland
$269K -$102K -1,471 -27%
SCA
1329
Stonebridge Capital Advisors
Minnesota
$268K – – –
SCM
1330
Southport Capital Management
Tennessee
$264K -$2.83K -41 -1%
KC
1331
Kingfisher Capital
North Carolina
$264K +$2.35K +34 +0.9%
BB
1332
Bell Bank
North Dakota
$264K +$264K +3,826 New
CA
1333
Cornerstone Advisory
Maryland
$263K -$13.8K -200 -5%
CWM
1334
Cranbrook Wealth Management
Michigan
$263K +$207 +3 +0.1%
SAM
1335
Summit Asset Management
Tennessee
$262K +$275 +4 +0.1%
FMP
1336
Financial Management Professionals
Texas
$262K +$29.5K +430 +13%
SCP
1337
Syntal Capital Partners
Texas
$261K -$15.5K -226 -6%
NDSI
1338
Newman Dignan & Sheerar Inc
Rhode Island
$261K – – –
MBA
1339
McQueen Ball & Associates
Pennsylvania
$260K – – –
KP
1340
Keel Point
Alabama
$259K +$19.7K +286 +8%
PWLP
1341
Prio Wealth Limited Partnership
Massachusetts
$257K +$69 +1 +0%
CG
1342
Colony Group
Massachusetts
$257K +$21.4K +311 +9%
BWM
1343
BerganKDV Wealth Management
Minnesota
$257K +$257K +3,731 New
AEPG
1344
American Economic Planning Group
New Jersey
$253K +$22.1K +320 +10%
PGA
1345
Portland Global Advisors
Maine
$251K – – –
OA
1346
Oxbow Advisors
Texas
$251K +$138 +2 +0.1%
MCM
1347
Marathon Capital Management
Maryland
$250K -$31.5K -457 -11%
KA
1348
Klingman & Associates
New York
$249K – – –
EMG
1349
Ellington Management Group
Connecticut
$248K +$248K +3,600 New
EWM
1350
Elite Wealth Management
Washington
$247K – – –
52 53
54
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