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Altria Group
MO

Overview Fund Activity

1,557 hedge funds and large institutions have $75.9B invested in Altria Group in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 576 increasing their positions, 669 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,557
Holders Change
-42
Holders Change %
-2.63%
% of All Funds
38.88%
Holding in Top 10
52
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-40.23%
% of All Funds
1.3%
New
93
Increased
576
Reduced
669
Closed
117
Calls
$593M
Puts
$755M
Net Calls
-$163M
Net Calls Change
+$217M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.08B
2
BlackRock
BlackRock
New York
+$427M
3
TAM
Troy Asset Management
United Kingdom
+$230M
4
Capital World Investors
Capital World Investors
California
+$229M
5
Citadel Advisors
Citadel Advisors
Florida
+$156M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$762M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$358M
3
Morgan Stanley
Morgan Stanley
New York
-$269M
4
PI
Putnam Investments
Massachusetts
-$159M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
1226
Brightworth
Georgia
$381K +$174K +2,744 +84%
GRP
1227
Global Retirement Partners
California
$379K +$60.1K +946 +19%
SFG
1228
Summit Financial Group
West Virginia
$378K – – –
TCM
1229
Telos Capital Management
California
$378K +$36.4K +575 +11%
CG
1230
CFO4Life Group
Texas
$378K +$378K +5,967 New
FLPIM
1231
F.L. Putnam Investment Management
Massachusetts
$375K +$375K +5,917 New
FWM
1232
Focused Wealth Management
New York
$373K +$66.1K +1,042 +22%
WDA
1233
Wendell David Associates
New Hampshire
$370K – – –
PLFAM
1234
Pineno Levin & Ford Asset Management
Virginia
$370K – – –
KFA
1235
Kelleher Financial Advisors
New York
$370K – – –
CAM
1236
Crestone Asset Management
Colorado
$369K +$369K +5,820 New
FAG
1237
Financial Advisory Group
Texas
$368K -$45.2K -712 -11%
WAM
1238
Weatherly Asset Management
California
$368K – – –
EB
1239
Eastern Bank
Massachusetts
$366K +$16.7K +263 +5%
RIM
1240
Regent Investment Management
Kentucky
$365K – – –
LFG
1241
LifePlan Financial Group
Ohio
$363K -$27.4K -433 -7%
NPA
1242
Nichols & Pratt Advisers
Massachusetts
$363K -$4.76K -75 -1%
BII
1243
Bainco International Investors
Massachusetts
$361K -$11.3K -178 -3%
WIC
1244
Woodmont Investment Counsel
Tennessee
$360K +$2.1K +33 +0.6%
LWM
1245
Lyell Wealth Management
California
$359K -$116K -1,803 -24%
SAMC
1246
Spectrum Asset Management (California)
California
$359K -$1.59K -25 -0.4%
CCM
1247
Cribstone Capital Management
Maine
$354K -$12.8K -200 -3%
KP
1248
Keel Point
Alabama
$353K -$5.01K -79 -1%
CAPTRUST Financial Advisors
1249
CAPTRUST Financial Advisors
North Carolina
$351K +$351K +5,343 New
Lido Advisors
1250
Lido Advisors
California
$350K +$152K +2,373 +77%
48 49
50
51 52