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Altria Group
MO

Overview Fund Activity

1,739 hedge funds and large institutions have $85.1B invested in Altria Group in 2017 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 564 increasing their positions, 673 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
+182
Holders Change %
+11.69%
% of All Funds
39.5%
Holding in Top 10
66
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.92%
% of All Funds
1.5%
New
272
Increased
564
Reduced
673
Closed
73
Calls
$697M
Puts
$1.08B
Net Calls
-$381M
Net Calls Change
-$218M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$670M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$649M
3
SIG
Senator Investment Group
New York
+$286M
4
UIM
USS Investment Management
United Kingdom
+$270M
5
T
Thomaspartners
Massachusetts
+$203M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.23B
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$249M
3
State Street
State Street
Massachusetts
-$245M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$241M
5
APG Asset Management
APG Asset Management
Netherlands
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
1401
Capital Asset Advisory Services
Michigan
$327K +$10.7K +150 +3%
AWA
1402
Acorn Wealth Advisors
Michigan
$327K +$327K +4,646 New
CTA
1403
Chesley Taft & Associates
Illinois
$324K -$35.7K -500 -10%
CCA
1404
Conservest Capital Advisors
Pennsylvania
$324K +$3K +42 +0.9%
IWA
1405
Inspirion Wealth Advisors
Illinois
$322K -$158K -2,216 -33%
FHB
1406
First Hawaiian Bank
Hawaii
$322K +$12.5K +175 +4%
TCOT
1407
Trust Company of Toledo
Ohio
$321K – – –
FWM
1408
Focused Wealth Management
New York
$320K -$100K -1,405 -24%
CAM
1409
Cubic Asset Management
Massachusetts
$320K -$17.9K -250 -5%
PG
1410
Patten Group
Tennessee
$320K +$357 +5 +0.1%
IUHSA
1411
Itau Unibanco Holding S.A.
Brazil
$319K -$33.7K -473 -10%
AFG
1412
Albion Financial Group
Utah
$318K -$203K -2,848 -39%
TBA
1413
Train Babcock Advisors
New York
$318K -$161K -2,250 -34%
NDSI
1414
Newman Dignan & Sheerar Inc
Rhode Island
$317K – – –
AA
1415
Alesco Advisors
New York
$315K – – –
WG
1416
Welch Group
Alabama
$315K – – –
RCWMU
1417
Rothschild & Co Wealth Management (UK)
United Kingdom
$312K -$151K -2,113 -33%
JCM
1418
Jacobi Capital Management
Pennsylvania
$312K +$65.8K +935 +27%
HCM
1419
Highlander Capital Management
New Jersey
$311K -$14.3K -200 -4%
LWM
1420
Lyons Wealth Management
Florida
$311K -$10.1K -142 -3%
DWM
1421
Destination Wealth Management
California
$309K -$15.2K -213 -5%
YIA
1422
YHB Investment Advisors
Connecticut
$309K -$7.13K -100 -2%
AHC
1423
Adell Harriman & Carpenter
Texas
$308K +$41.6K +582 +16%
AWA
1424
Arete Wealth Advisors
Illinois
$308K -$52.7K -739 -15%
SDWMA
1425
Schneider Downs Wealth Management Advisors
Pennsylvania
$308K -$44K -617 -12%
55 56
57
58 59