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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 %
SFS
1101
Summit Financial Strategies
Ohio
$732K -$70.4K -985 -9%
GW
1102
GW & Wade
Massachusetts
$729K -$33.6K -470 -4%
CCFCSB
1103
Cape Cod Five Cents Savings Bank
Massachusetts
$729K +$13.1K +184 +2%
GIP
1104
Greatmark Investment Partners
Georgia
$722K -$120K -1,674 -14%
TF
1105
Tompkins Financial
New York
$721K -$2.79K -39 -0.4%
BWP
1106
Baldwin Wealth Partners
Massachusetts
$718K +$17.9K +250 +3%
CIM
1107
CIM Investment Management
Pennsylvania
$717K -$11.1K -155 -2%
TM
1108
Tiger Management
New York
$714K +$714K +10,000 New
FPFS
1109
First Personal Financial Services
North Carolina
$713K +$48.2K +675 +7%
HIC
1110
Harvey Investment Company
Kentucky
$712K – – –
EWM
1111
Evermay Wealth Management
Virginia
$710K +$369K +5,165 +108%
SP
1112
Successful Portfolios
Florida
$709K +$709K +9,931 New
FWM
1113
Frontier Wealth Management
Missouri
$708K -$134K -1,879 -16%
WP
1114
WealthSource Partners
California
$708K +$37.3K +523 +6%
DIA
1115
Denver Investment Advisors
Colorado
$706K -$20.8K -291 -3%
FNB
1116
Farmers National Bank
Kentucky
$705K +$15.3K +214 +2%
HIC
1117
Holderness Investments Company
North Carolina
$702K +$92.8K +1,299 +15%
BJL
1118
Brighton Jones LLC
Washington
$700K -$797K -11,155 -53%
PFSC
1119
Peoples Financial Services Corp
Pennsylvania
$698K – – –
EP
1120
Edgestream Partners
New Jersey
$697K -$1.89M -26,530 -73%
AC
1121
Avestar Capital
New York
$694K +$694K +9,827 New
DLA
1122
Douglas Lane & Associates
New York
$692K -$25.6K -358 -4%
RWM
1123
Ritholtz Wealth Management
New York
$688K +$122K +1,715 +22%
MCWS
1124
McKinley Carter Wealth Services
West Virginia
$684K +$164K +2,301 +32%
CA
1125
Callahan Advisors
Texas
$683K -$35.3K -494 -5%
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