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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 %
BHTS
1276
Bar Harbor Trust Services
Maine
$322K – – –
AWA
1277
Arete Wealth Advisors
Illinois
$321K -$31.9K -502 -9%
FA
1278
FCG Advisors
New Jersey
$320K -$8.43K -133 -3%
GWCM
1279
Godshalk Welsh Capital Management
Pennsylvania
$320K – – –
MC
1280
Matisse Capital
Oregon
$320K +$127 +2 +0%
CTA
1281
Chesley Taft & Associates
Illinois
$319K -$71.6K -1,130 -18%
PIM
1282
Penobscot Investment Management
Massachusetts
$319K – – –
SSWM
1283
Sheets Smith Wealth Management
North Carolina
$319K +$571 +9 +0.2%
FPS
1284
Fieldpoint Private Securities
Connecticut
$319K +$195K +3,081 +158%
FWSM
1285
First Wilshire Securities Management
California
$317K – – –
MCTIC
1286
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$317K – – –
CHAM
1287
Clear Harbor Asset Management
Connecticut
$317K – – –
PCMM
1288
Private Capital Management (Minnesota)
Minnesota
$317K +$127K +2,000 +67%
WPIC
1289
White Pine Investment Company
Michigan
$315K – – –
CL
1290
CPWM LLC
Washington
$314K -$241K -3,790 -43%
SDWMA
1291
Schneider Downs Wealth Management Advisors
Pennsylvania
$313K -$40.3K -635 -11%
FBC
1292
Fairfield, Bush & Co
Connecticut
$313K – – –
SCM
1293
Southport Capital Management
Tennessee
$313K +$32.4K +510 +12%
BAM
1294
Boyar Asset Management
New York
$312K – – –
YWP
1295
YorkBridge Wealth Partners
New York
$312K +$317 +5 +0.1%
VCM
1296
Versant Capital Management
Arizona
$309K -$11K -174 -3%
RW
1297
REDW Wealth
New Mexico
$309K – – –
FAT
1298
First American Trust
California
$309K +$18K +284 +6%
JIP
1299
Jaffetilchin Investment Partners
Florida
$307K +$73.5K +1,157 +31%
SAA
1300
Southeast Asset Advisors
Georgia
$306K -$261K -4,115 -46%
50 51
52
53 54