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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 %
BSW
1051
Buckingham Strategic Wealth
Missouri
$748K +$154K +2,157 +26%
CIC
1052
Chilton Investment Company
Connecticut
$743K +$66.4K +930 +10%
FC
1053
Forte Capital
New York
$741K -$146K -2,050 -16%
JGIA
1054
Jackson Grant Investment Advisers
Connecticut
$740K +$4K +56 +0.5%
SG
1055
StoneX Group
New York
$738K -$4.4K -65 -0.6%
RG
1056
Rikoon Group
New Mexico
$737K – – –
SFSIG
1057
San Francisco Sentry Investment Group
California
$732K +$15.3K +214 +2%
CCFCSB
1058
Cape Cod Five Cents Savings Bank
Massachusetts
$731K -$290K -4,060 -28%
AAM
1059
American Asset Management
Florida
$730K – – –
WA
1060
Waverly Advisors
Alabama
$729K +$397K +5,555 +120%
PFBT
1061
Parkside Financial Bank & Trust
Missouri
$726K +$49K +687 +7%
LA
1062
Lau Associates
Delaware
$725K – – –
CA
1063
Callahan Advisors
Texas
$724K -$38.7K -542 -5%
SBSB
1064
Sullivan, Bruyette, Speros & Blaney
Virginia
$722K -$19.8K -277 -3%
CWP
1065
Capital Wealth Planning
Florida
$719K – – –
CCM
1066
Canal Capital Management
Virginia
$715K +$2.5K +35 +0.4%
PFS
1067
Physicians Financial Services
North Carolina
$713K -$30.2K -423 -4%
MAM
1068
Mastrapasqua Asset Management
Tennessee
$713K +$41.8K +585 +6%
AWM
1069
Altavista Wealth Management
North Carolina
$712K -$34.3K -480 -5%
HIC
1070
Harvey Investment Company
Kentucky
$712K – – –
BWP
1071
Baldwin Wealth Partners
Massachusetts
$700K – – –
CCMG
1072
Clark Capital Management Group
Pennsylvania
$697K -$22.9K -321 -3%
B
1073
BancorpSouth
Mississippi
$695K -$28.5K -399 -4%
EDRIA
1074
Edmonds Duncan Registered Investment Advisors
Kansas
$691K -$14.7K -205 -2%
TIA
1075
Tandem Investment Advisors
South Carolina
$684K -$91.9K -1,287 -12%
41 42
43
44 45