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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 %
SSWM
1376
Sheets Smith Wealth Management
North Carolina
$220K -$13.9K -201 -6%
BPB
1377
Badgley, Phelps & Bell
Washington
$220K +$220K +3,197 New
MVA
1378
Mount Vernon Associates
Maryland
$217K +$217K +3,150 New
PCM
1379
Pointe Capital Management
Michigan
$217K +$217K +3,150 New
PFA
1380
Pure Financial Advisors
California
$216K -$19K -275 -8%
EI
1381
EDMP Inc
Florida
$216K -$5.16K -75 -2%
AF
1382
Aldebaran Financial
$215K -$1.19M -17,033 -85%
ACM
1383
Alta Capital Management
Utah
$215K -$17.2K -250 -7%
EWM
1384
Evermay Wealth Management
Virginia
$214K -$34.5K -500 -14%
RB
1385
Rodgers Brothers
Pennsylvania
$214K +$214K +3,100 New
BEC
1386
Blue Edge Capital
Virginia
$212K +$212K +3,077 New
RIG
1387
Roosevelt Investment Group
New York
$212K +$212K +3,071 New
IFS
1388
Ifrah Financial Services
Arkansas
$212K +$212K +3,074 New
AIM
1389
Avity Investment Management
Connecticut
$211K +$211K +3,065 New
ANB
1390
Amarillo National Bank
Texas
$209K -$21.5K -312 -9%
TCM
1391
Telos Capital Management
California
$208K -$114K -1,650 -35%
ACM
1392
Armbruster Capital Management
New York
$208K -$34.6K -500 -14%
BWM
1393
Baystate Wealth Management
Massachusetts
$207K -$23.4K -339 -10%
WC
1394
Whitnell & Co
Illinois
$207K – – –
MC
1395
Mathes Company
New York
$207K +$207K +3,000 New
BBNB
1396
Baker Boyer National Bank
Washington
$207K +$207K +3,000 New
AWMG
1397
Alliance Wealth Management Group
New Jersey
$207K +$207K +3,000 New
SAM
1398
Steinberg Asset Management
New York
$207K +$207K +3,000 New
DBT
1399
Dubuque Bank & Trust
Iowa
$206K -$30.4K -440 -13%
CWM
1400
Catamount Wealth Management
Connecticut
$204K – – –
54 55
56
57 58