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Altria Group
MO

Overview Fund Activity

1,618 hedge funds and large institutions have $85.3B invested in Altria Group in 2017 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 571 increasing their positions, 714 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,618
Holders Change
+25
Holders Change %
+1.57%
% of All Funds
40.34%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
2.37%
New
106
Increased
571
Reduced
714
Closed
65
Calls
$470M
Puts
$660M
Net Calls
-$190M
Net Calls Change
+$7.65M

Top Buyers

1
BlackRock
BlackRock
New York
+$8.22B
2
Capital World Investors
Capital World Investors
California
+$916M
3
Bank of America
Bank of America
North Carolina
+$644M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$458M
5
Morgan Stanley
Morgan Stanley
New York
+$338M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$613M
2
SIG
Senator Investment Group
New York
-$277M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$198M
4
VAM
Vontobel Asset Management
New York
-$147M
5
APG Asset Management
APG Asset Management
Netherlands
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAN
1001
Financial Advisors Network
California
$846K +$40.1K +568 +5%
BHWM
1002
Bar Harbor Wealth Management
New Hampshire
$845K -$60.5K -847 -7%
SIM
1003
Sadoff Investment Management
Wisconsin
$844K – – –
CCT
1004
Chemung Canal Trust
New York
$844K +$46.5K +651 +6%
GS
1005
Girard Securities
California
$844K +$72.3K +1,012 +9%
SMC
1006
Smith, Moore & Co
Missouri
$843K -$187K -2,620 -18%
GIP
1007
Greatmark Investment Partners
Georgia
$842K – – –
CS
1008
Credential Securities
$841K -$21.3K -298 -2%
KWM
1009
Kingsview Wealth Management
Oregon
$839K +$839K +11,754 New
WFG
1010
Wills Financial Group
Virginia
$837K -$142K -1,986 -14%
CRC
1011
Curi RMB Capital
Illinois
$837K -$10.1K -141 -1%
FMTCOCP
1012
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$836K -$32.1K -450 -4%
WCM
1013
Windsor Capital Management
Arizona
$830K -$14.8K -207 -2%
CNBT
1014
Canandaigua National Bank & Trust
New York
$824K +$9.34K +131 +1%
PPSG
1015
Princeton Portfolio Strategies Group
New Jersey
$823K +$2.43K +34 +0.3%
FWM
1016
Frontier Wealth Management
Missouri
$822K +$143 +2 +0%
WCM
1017
Weik Capital Management
Pennsylvania
$821K -$14.3K -200 -2%
DIA
1018
Denver Investment Advisors
Colorado
$820K +$343K +4,795 +72%
TC
1019
Telemus Capital
Michigan
$818K -$82.7K -1,157 -9%
FAM
1020
Formidable Asset Management
Ohio
$815K – – –
PAS
1021
Partnervest Advisory Services
California
$809K +$17.3K +242 +2%
CCA
1022
Cobblestone Capital Advisors
New York
$805K +$11.6K +163 +1%
OC
1023
Oakworth Capital
Alabama
$805K +$12.9K +180 +2%
Jones Financial Companies
1024
Jones Financial Companies
Missouri
$804K -$358K -5,013 -31%
TBA
1025
Tower Bridge Advisors
Pennsylvania
$803K -$60.7K -850 -7%
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