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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 %
KM
1301
Kalos Management
Georgia
$361K +$361K +5,050 New
PIM
1302
Penobscot Investment Management
Massachusetts
$360K – – –
MC
1303
Matisse Capital
Oregon
$360K +$143 +2 +0%
DLHL
1304
Donald L. Hagan LLC
Florida
$359K -$58.5K -818 -14%
FBC
1305
Fairfield, Bush & Co
Connecticut
$359K – – –
SSWM
1306
Sheets Smith Wealth Management
North Carolina
$358K +$643 +9 +0.2%
FWSM
1307
First Wilshire Securities Management
California
$357K – – –
MCTIC
1308
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$357K – – –
CHAM
1309
Clear Harbor Asset Management
Connecticut
$357K – – –
WPIC
1310
White Pine Investment Company
Michigan
$355K – – –
FWM
1311
Focused Wealth Management
New York
$354K -$6.86K -96 -2%
BAM
1312
Boyar Asset Management
New York
$351K – – –
KB
1313
Kimelman & Baird
New York
$350K +$4.14K +58 +1%
GC
1314
Garde Capital
Washington
$349K – – –
YWP
1315
YorkBridge Wealth Partners
New York
$346K -$7.79K -110 -2%
TBNY
1316
Trustco Bank (New York)
New York
$345K – – –
SCM
1317
SOL Capital Management
Maryland
$342K -$7.15K -100 -2%
CIM
1318
Confluence Investment Management
Missouri
$342K +$41.9K +587 +14%
CAL
1319
Capital Advisors Ltd
Ohio
$341K – – –
ST
1320
Sabal Trust
Florida
$341K +$16.9K +236 +5%
WIM
1321
Westside Investment Management
California
$341K +$17.7K +246 +5%
FNFDCM
1322
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$340K +$4.29K +60 +1%
TCM
1323
Telos Capital Management
California
$338K +$14.3K +201 +4%
CCMD
1324
Cypress Capital Management (Delaware)
Delaware
$337K – – –
GRP
1325
Global Retirement Partners
California
$335K +$51.8K +726 +18%
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