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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 %
AHC
1376
Adell Harriman & Carpenter
Texas
$287K -$57.1K -800 -17%
RC
1377
Roundview Capital
New Jersey
$286K +$286K +4,005 New
KL
1378
KWMG LLC
Kansas
$284K -$7.36K -103 -3%
HHGA
1379
Halbert Hargrove Global Advisors
California
$283K -$8.43K -118 -3%
DWM
1380
Destination Wealth Management
California
$283K -$4.65K -65 -2%
SIC
1381
Sigma Investment Counselors
Michigan
$282K -$97.3K -1,360 -26%
TIM
1382
Thompson Investment Management
Wisconsin
$281K -$414K -5,800 -60%
KA
1383
Klingman & Associates
New York
$280K +$22.1K +309 +9%
LI
1384
Lafayette Investments
Maryland
$276K +$1.79K +25 +0.7%
CA
1385
Cornerstone Advisory
Maryland
$275K +$6.94K +97 +3%
PL
1386
Parkwood LLC
Ohio
$274K -$29.3K -411 -10%
KC
1387
Kingfisher Capital
North Carolina
$273K – – –
SC
1388
Searle & Co
Connecticut
$273K +$273K +3,822 New
Lido Advisors
1389
Lido Advisors
California
$271K -$116K -1,642 -30%
GC
1390
Gilbert & Cook
Iowa
$271K -$5.29K -74 -2%
LWM
1391
Lyons Wealth Management
Florida
$270K +$1.79K +25 +0.7%
HCM
1392
Harvest Capital Management
New Hampshire
$268K – – –
SAM
1393
Summit Asset Management
Tennessee
$267K +$285 +4 +0.1%
RTS
1394
Round Table Services
New Jersey
$267K +$19.6K +274 +8%
HCIA
1395
Hochman Cole Investment Advisors
Illinois
$267K +$25.1K +352 +10%
Koshinski Asset Management
1396
Koshinski Asset Management
Illinois
$266K +$27.2K +381 +11%
CS
1397
Cannell & Spears
New York
$264K -$22.2K -311 -8%
JWM
1398
Janiczek Wealth Management
Colorado
$264K +$2.07K +29 +0.8%
FA
1399
Fagan Associates
New York
$264K +$2.86K +40 +1%
BWM
1400
Baystate Wealth Management
Massachusetts
$264K +$12.5K +173 +5%
54 55
56
57 58