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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 %
JFA
1351
JNBA Financial Advisors
Minnesota
$15K – – –
LWM
1352
Lenox Wealth Management
Ohio
$13K – – –
WA
1353
WealthTrust-Arizona
Arizona
$13K +$11.6K +224 +800%
WAS
1354
Winch Advisory Services
Wisconsin
$12K +$12K +250 New
AWM
1355
AllSquare Wealth Management
New York
$11K – – –
LWM
1356
LBA Wealth Management
Florida
$10K – – –
CPIG
1357
Chicago Partners Investment Group
Illinois
$8K -$15.7K -298 -66%
HCM
1358
Horrell Capital Management
Arkansas
$8K – – –
CMBA
1359
C.M. Bidwell & Associates
Hawaii
$8K – – –
AT
1360
Arden Trust
Delaware
$6.7K +$2.33K +46,601 +53%
IPC
1361
Independent Portfolio Consultants
Florida
$6K +$6K +125 New
VCM
1362
Vigilant Capital Management
Maine
$5K – – –
HRC
1363
Hoertkorn Richard Charles
$5K – – –
LWA
1364
Lenox Wealth Advisors
New York
$5K – – –
CFSG
1365
Community Financial Services Group
Vermont
$4K – – –
FNBOO
1366
First National Bank of Omaha
Nebraska
$3.02K -$28 -554 -0.9%
CAM
1367
ClariVest Asset Management
California
$3K -$89K -1,484 -97%
WA
1368
WBH Advisory
Maryland
$1.99K -$291 -5,815 -13%
UB
1369
UMB Bank
Missouri
$1.94K +$80 +1,590 +4%
WG
1370
Welch Group
Alabama
$756 +$8 +155 +1%
VC
1371
Vicus Capital
Pennsylvania
$201 -$2 -45 -1%
BGIM
1372
Brandywine Global Investment Management
Pennsylvania
– -$61.8M -1,254,180 Closed
HCC
1373
Hirtle Callaghan & Co
Pennsylvania
– -$43.8M -880,208 Closed
RCYC
1374
Richard C. Young & Co
Rhode Island
– -$9.11M -184,981 Closed
HH
1375
HWG Holdings
Texas
– -$8.17M -165,742 Closed
53 54
55
56 57