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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 %
WCM
1401
Weatherstone Capital Management
Colorado
$235K -$26.6K -420 -10%
CCT
1402
Country Club Trust
Missouri
$235K +$235K +3,705 New
CS
1403
Cannell & Spears
New York
$234K – – –
SBWIC
1404
Schaper Benz & Wise Investment Counsel
Wisconsin
$234K – – –
EWM
1405
Empirical Wealth Management
Washington
$234K +$12.7K +200 +6%
AEPG
1406
American Economic Planning Group
New Jersey
$234K +$25.4K +400 +12%
CIC
1407
Chase Investment Counsel
Virginia
$234K +$234K +3,695 New
RC
1408
Roundview Capital
New Jersey
$233K -$55.6K -875 -19%
HI
1409
Hudock Inc
Pennsylvania
$233K +$317 +5 +0.1%
OA
1410
Oxbow Advisors
Texas
$232K +$191 +3 +0.1%
FMP
1411
Financial Management Professionals
Texas
$230K – – –
NFA
1412
Nuveen Fund Advisors
Illinois
$229K -$924K -14,564 -80%
HFM
1413
Hartford Financial Management
Connecticut
$229K – – –
DBT
1414
Dubuque Bank & Trust
Iowa
$226K -$34.3K -540 -13%
PFA
1415
Pure Financial Advisors
California
$225K -$11.1K -175 -5%
ACM
1416
Aviance Capital Management
Florida
$224K -$4.13K -65 -2%
PMG
1417
ProVise Management Group
Florida
$222K -$103K -1,617 -32%
HFS
1418
Haverford Financial Services
Pennsylvania
$222K +$63 +1 +0%
HCM
1419
HM Capital Management
Missouri
$222K +$635 +10 +0.3%
JCM
1420
Jacobi Capital Management
Pennsylvania
$222K +$68K +1,071 +44%
WRM
1421
Weybosset Research & Management
Rhode Island
$215K +$64 +1 +0%
LFR
1422
Lehman Financial Resources
Pennsylvania
$214K -$9K -142 -4%
PBO
1423
Peoples Bank (Ohio)
Ohio
$212K -$12.7K -200 -6%
HA
1424
Hamel Associates
New Jersey
$212K – – –
AIS
1425
American Investment Services
Massachusetts
$212K +$212K +3,348 New
55 56
57
58 59