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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 %
LC
1126
Lourd Capital
California
$683K +$210K +2,946 +45%
EDRIA
1127
Edmonds Duncan Registered Investment Advisors
Kansas
$680K – – –
PFS
1128
Physicians Financial Services
North Carolina
$680K +$42.9K +600 +7%
WCM
1129
Windsor Capital Management
Arizona
$679K -$203K -2,845 -23%
ACM
1130
AUA Capital Management
Pennsylvania
$678K – – –
AF
1131
Arrow Financial
New York
$677K – – –
BFC
1132
Bedel Financial Consulting
Indiana
$676K +$676K +9,469 New
TFA
1133
Toth Financial Advisory
Virginia
$673K -$214 -3 -0%
NB
1134
Nicolet Bankshares
Wisconsin
$670K -$52.7K -738 -7%
IFS
1135
Ifrah Financial Services
Arkansas
$667K +$786 +11 +0.1%
YP
1136
Yellowstone Partners
Idaho
$662K +$71 +1 +0%
PP
1137
PDS Planning
Ohio
$662K +$662K +9,274 New
WA
1138
Wealth Architects
California
$660K -$2.86K -40 -0.4%
IWC
1139
Integrated Wealth Concepts
Massachusetts
$659K +$659K +9,375 New
MA
1140
Montag & Associates
Georgia
$657K – – –
CA
1141
Continuum Advisory
Idaho
$656K -$133K -1,866 -17%
CCM
1142
Catawba Capital Management
Virginia
$648K +$129K +1,807 +25%
CWA
1143
Clarus Wealth Advisors
Arizona
$645K +$645K +9,027 New
QOP
1144
Quinn Opportunity Partners
Virginia
$643K -$179K -2,500 -22%
BA
1145
BKS Advisors
Michigan
$643K – – –
MMG
1146
Monetary Management Group
Missouri
$641K – – –
SIG
1147
Schaller Investment Group
North Carolina
$639K – – –
LA
1148
Lau Associates
Delaware
$639K – – –
BCM
1149
Bluefin Capital Management
New York
$639K +$639K +8,950 New
WCAMG
1150
Woodard & Company Asset Management Group
North Carolina
$639K +$639K +8,951 New
44 45
46
47 48