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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 %
RDM
1351
Retirement Design & Management
Connecticut
$246K – – –
AWM
1352
Affinity Wealth Management
Delaware
$246K +$246K +3,565 New
HFM
1353
Hartford Financial Management
Connecticut
$244K – – –
RPG
1354
Risk Paradigm Group
Texas
$241K +$12.2K +177 +5%
NYLT
1355
New York Life Trust
New York
$241K -$37.2K -540 -13%
BCM
1356
BTC Capital Management
Iowa
$241K – – –
HCM
1357
Harvest Capital Management
New Hampshire
$241K – – –
PCMM
1358
Private Capital Management (Minnesota)
Minnesota
$241K – – –
PBO
1359
Peoples Bank (Ohio)
Ohio
$238K – – –
Lido Advisors
1360
Lido Advisors
California
$235K +$3.58K +52 +2%
SSA
1361
South Street Advisors
New York
$234K – – –
CW
1362
Cobiz Wealth
Colorado
$234K – – –
RTS
1363
Round Table Services
New Jersey
$234K +$7.66K +111 +3%
WRM
1364
Weybosset Research & Management
Rhode Island
$233K – – –
HCM
1365
HM Capital Management
Missouri
$233K +$233K +3,383 New
LFR
1366
Lehman Financial Resources
Pennsylvania
$232K -$41.2K -600 -15%
AIA
1367
AIMZ Investment Advisors
California
$230K – – –
DE
1368
Day & Ennis
Georgia
$229K +$1.24K +18 +0.5%
DA
1369
Dillon & Associates
Michigan
$228K -$3.45K -50 -1%
LBC
1370
Lawrence B. Cohen
$224K – – –
Koshinski Asset Management
1371
Koshinski Asset Management
Illinois
$224K +$224K +3,251 New
BAM
1372
Brave Asset Management
New Jersey
$223K +$8.84K +128 +4%
HFBOT
1373
Home Federal Bank of Tennessee
Tennessee
$222K – – –
PIM
1374
Parasol Investment Management
Illinois
$221K -$13.8K -200 -6%
Tudor Investment Corp
1375
Tudor Investment Corp
Connecticut
$221K +$221K +3,200 New
53 54
55
56 57