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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 %
TIM
1476
Thompson Investment Management
Wisconsin
$271K -$10.7K -150 -4%
MFS
1477
Madrona Financial Services
Washington
$269K -$785 -11 -0.3%
MBA
1478
McQueen Ball & Associates
Pennsylvania
$269K – – –
SRC
1479
Shufro Rose & Co
New York
$268K – – –
RI
1480
Ridgewood Investments
New Jersey
$268K +$268K +3,758 New
RBC
1481
Roble Belko & Company
Pennsylvania
$267K -$17K -239 -6%
GC
1482
Gilbert & Cook
Iowa
$267K -$1.93K -27 -0.7%
BPB
1483
Badgley, Phelps & Bell
Washington
$266K -$60.5K -846 -19%
PGA
1484
Portland Global Advisors
Maine
$265K – – –
CCT
1485
Country Club Trust
Missouri
$264K – – –
CS
1486
Cannell & Spears
New York
$264K – – –
CWM
1487
Capital Wealth Management
Rhode Island
$264K +$264K +3,700 New
JIP
1488
Jaffetilchin Investment Partners
Florida
$263K -$82.7K -1,157 -24%
OFS
1489
Orrstown Financial Services
Pennsylvania
$263K -$3.57K -50 -1%
CIC
1490
Chase Investment Counsel
Virginia
$263K – – –
HI
1491
Hudock Inc
Pennsylvania
$263K +$571 +8 +0.2%
SAM
1492
SignalPoint Asset Management
Missouri
$262K -$13.5K -189 -5%
AIM
1493
Assured Investment Management
New York
$262K +$262K +3,674 New
HFS
1494
Haverford Financial Services
Pennsylvania
$261K +$10.6K +149 +4%
W
1495
WealthShield
North Carolina
$260K +$260K +3,678 New
WP
1496
WealthShield Partners
North Carolina
$260K +$260K +3,678 New
SCM
1497
Stonebridge Capital Management
California
$259K – – –
FMP
1498
Financial Management Professionals
Texas
$259K – – –
HFM
1499
Hartford Financial Management
Connecticut
$258K – – –
NEPWA
1500
New England Private Wealth Advisors
Massachusetts
$257K -$65.5K -917 -20%
58 59
60
61 62