MO icon

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 %
BWA
1501
Burt Wealth Advisors
Maryland
$53K – – –
ADL
1502
Asset Dedication LLC
California
$52K – – –
CWM
1503
Catamount Wealth Management
Connecticut
$51K -$135K -2,112 -73%
MIC
1504
MU Investments Company
Japan
$51K -$22.3K -350 -30%
SAM
1505
Solaris Asset Management
New York
$48K -$41.9K -655 -47%
CCS
1506
Crosspoint Capital Strategies
California
$44K – – –
FPB
1507
First PREMIER Bank
South Dakota
$44K +$44K +700 New
NSB
1508
Norway Savings Bank
Maine
$41K – – –
MWM
1509
MinichMacGregor Wealth Management
New York
$41K +$8.51K +136 +26%
NCM
1510
Nelson Capital Management
California
$38K +$38K +600 New
FA
1511
Financial Advantage
Maryland
$38K +$38K +600 New
FMA
1512
FNY Managed Accounts
New York
$35K +$35K +552 New
MUS
1513
Mitsubishi UFJ Securities
Japan
$34K – – –
AIS
1514
Accurate Investment Solutions
Pennsylvania
$32K +$4.16K +67 +15%
MFT
1515
Moisand Fitzgerald Tamayo
Florida
$30K +$30K +466 New
PK
1516
Pflug Koory
Nebraska
$29K – – –
FA
1517
Fortis Advisors
Pennsylvania
$29K +$29K +456 New
EWM
1518
Edge Wealth Management
New York
$28K +$2.37K +37 +9%
PRS
1519
Pinkerton Retirement Specialists
Idaho
$27K -$31K -483 -53%
AFIA
1520
America First Investment Advisors
Nebraska
$26K – – –
MIM
1521
Macroview Investment Management
Maryland
$25K – – –
LWA
1522
Lowe Wealth Advisors
Maryland
$25K +$9.38K +150 +60%
PS
1523
Portfolio Solutions
Michigan
$22K -$157K -2,500 -88%
HCC
1524
Hirtle Callaghan & Co
Pennsylvania
$21K – – –
PCTC
1525
Perkins Coie Trust Company
Washington
$20K -$6.62K -102 -25%
59 60
61
62 63