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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 %
TIM
1426
Tortoise Investment Management
New York
$114K +$24K +348 +27%
JWM
1427
Jacobus Wealth Management
Wisconsin
$113K -$132K -1,916 -54%
JIR
1428
James Investment Research
Ohio
$112K -$9.76K -142 -8%
FPFS
1429
First Personal Financial Services
North Carolina
$111K +$44.2K +639 +66%
DIA
1430
Davidson Investment Advisors
Montana
$109K – – –
AIM
1431
Arcadia Investment Management
Michigan
$108K – – –
CG
1432
Cutler Group
California
$103K +$103K +1,500 New
FPB
1433
First PREMIER Bank
South Dakota
$103K +$103K +1,500 New
SAM
1434
Sunnymeath Asset Management
New Jersey
$101K – – –
TC
1435
Trust Company
Kansas
$100K – – –
ECM
1436
Exchange Capital Management
Michigan
$97K +$97K +1,410 New
IC
1437
IKOS CIF
Cyprus
$97K +$97K +1,434 New
GWS
1438
Glassman Wealth Services
Virginia
$96K +$57.7K +833 +150%
ADL
1439
Asset Dedication LLC
California
$91K -$80.3K -1,166 -47%
IP
1440
Isthmus Partners
Wisconsin
$91K – – –
GBBWRPM
1441
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$90K +$78.8K +1,152 +707%
CYG
1442
Clean Yield Group
Vermont
$87K – – –
HIIFS
1443
Harel Insurance Investments & Financial Services
Israel
$86K -$137K -1,980 -61%
FCT
1444
Family Capital Trust
Massachusetts
$85K – – –
LWA
1445
Lenox Wealth Advisors
New York
$84K +$68.7K +1,000 +448%
CFA
1446
CT Financial Advisors
Pennsylvania
$82.8K -$82.8K -1,200 -50%
MFBTD
1447
MB Financial Bank - Trust Department
Illinois
$78K -$10.4K -152 -12%
RFWA
1448
RPg Family Wealth Advisory
Massachusetts
$77K +$27.9K +404 +57%
BCMIO
1449
Beacon Capital Management Inc (Ohio)
Ohio
$76K -$34.2K -495 -31%
AIM
1450
Advantage Investment Management
Iowa
$73K -$3.22K -47 -4%
56 57
58
59 60