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Altria Group
MO

Overview Fund Activity

1,739 hedge funds and large institutions have $85.1B invested in Altria Group in 2017 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 564 increasing their positions, 673 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
+182
Holders Change %
+11.69%
% of All Funds
39.5%
Holding in Top 10
66
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.92%
% of All Funds
1.5%
New
272
Increased
564
Reduced
673
Closed
73
Calls
$697M
Puts
$1.08B
Net Calls
-$381M
Net Calls Change
-$218M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$670M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$649M
3
SIG
Senator Investment Group
New York
+$286M
4
UIM
USS Investment Management
United Kingdom
+$270M
5
T
Thomaspartners
Massachusetts
+$203M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.23B
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$249M
3
State Street
State Street
Massachusetts
-$245M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$241M
5
APG Asset Management
APG Asset Management
Netherlands
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
1001
Capital Investment Advisory Services
North Carolina
$930K -$65.8K -922 -7%
WCM
1002
Whitener Capital Management
North Carolina
$930K +$930K +13,030 New
First Eagle Investment Management
1003
First Eagle Investment Management
New York
$928K – – –
DTL
1004
Dynamic Technology Lab
Singapore
$922K +$922K +12,900 New
RMDI
1005
R.M. Davis Inc
Maine
$920K +$44.3K +620 +5%
KWM
1006
Kingsview Wealth Management
Oregon
$920K +$74.1K +1,038 +9%
PAS
1007
Partnervest Advisory Services
California
$918K +$47.8K +670 +5%
DAM
1008
Doheny Asset Management
California
$917K -$178K -2,487 -16%
BKA
1009
Brick & Kyle Associates
Pennsylvania
$916K +$643 +9 +0.1%
SWA
1010
SFMG Wealth Advisors
Texas
$916K +$48.9K +685 +6%
BST
1011
Bath Savings Trust
Maine
$914K -$16.1K -225 -2%
WA
1012
WESPAC Advisors
California
$912K +$357 +5 +0%
GD
1013
Grandfield & Dodd
New York
$911K – – –
PL
1014
Plancorp LLC
Missouri
$907K – – –
III
1015
Independent Investors Inc
New York
$906K – – –
MGAM
1016
McGowan Group Asset Management
Texas
$904K -$7.5K -105 -0.8%
KF
1017
Krilogy Financial
Missouri
$903K -$39.6K -554 -4%
WA
1018
WP Advisors
California
$903K +$7.49K +105 +0.8%
DWM
1019
Doyle Wealth Management
Florida
$901K +$163K +2,288 +22%
FBA
1020
Front Barnett Associates
Illinois
$900K -$21.4K -300 -2%
AOWM
1021
Alpha Omega Wealth Management
Virginia
$899K +$43.5K +610 +5%
RMC
1022
Regis Management Company
California
$898K – – –
BCP
1023
Berkeley Capital Partners
Georgia
$889K +$63.9K +895 +8%
ACH
1024
ArrowMark Colorado Holdings
Colorado
$888K – – –
WFG
1025
Wills Financial Group
Virginia
$887K +$3.07K +43 +0.3%
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