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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 %
DPA
1476
Delphi Private Advisors
California
$34K -$3.66K -53 -10%
IPC
1477
Independent Portfolio Consultants
Florida
$33K -$10.9K -160 -25%
LWM
1478
Lenox Wealth Management
Ohio
$33K +$15.6K +224 +90%
PRS
1479
Pinkerton Retirement Specialists
Idaho
$32K +$29.6K +424 +1,247%
WAP
1480
Wealthcare Advisory Partners
Pennsylvania
$30K +$30K +440 New
AFIA
1481
America First Investment Advisors
Nebraska
$28K – – –
PCTC
1482
Perkins Coie Trust Company
Washington
$28K – – –
EWM
1483
Edge Wealth Management
New York
$28K – – –
LWM
1484
LBA Wealth Management
Florida
$28K +$2.86K +42 +11%
AIS
1485
Accurate Investment Solutions
Pennsylvania
$27K +$69 +1 +0.3%
WCM
1486
Wealthcare Capital Management
Virginia
$26K +$18K +259 +223%
KKAMG
1487
Kernodle & Katon Asset Management Group
Arkansas
$25K – – –
HDIM
1488
Hanson & Doremus Investment Management
Vermont
$24K +$3.43K +50 +17%
BCI
1489
Brinker Capital Investments
Pennsylvania
$22K – – –
VCM
1490
Vigilant Capital Management
Maine
$20K -$7.03K -103 -26%
HMS
1491
Hanseatic Management Services
New Mexico
$18K +$8.2K +117 +84%
LWA
1492
Lowe Wealth Advisors
Maryland
$17K – – –
APSP
1493
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K – – –
JFA
1494
JNBA Financial Advisors
Minnesota
$16K -$10.5K -150 -40%
RWG
1495
Regal Wealth Group
California
$14K +$4.85K +70 +53%
AP
1496
Advisors Preferred
Maryland
$14K +$14K +200 New
AT
1497
Arden Trust
Delaware
$13.6K +$1.69K +24,465 +14%
WA
1498
WealthTrust-Arizona
Arizona
$13K – – –
CMBA
1499
C.M. Bidwell & Associates
Hawaii
$11K – – –
AWM
1500
AllSquare Wealth Management
New York
$10K -$2.81K -39 -22%
58 59
60
61 62