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Altria Group
MO

Overview Fund Activity

1,735 hedge funds and large institutions have $69.5B invested in Altria Group in 2019 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 653 increasing their positions, 718 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,735
Holders Change
+47
Holders Change %
+2.78%
% of All Funds
37.61%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.8%
New
171
Increased
653
Reduced
718
Closed
104
Calls
$687M
Puts
$968M
Net Calls
-$281M
Net Calls Change
-$61.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$2.75B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.83B
3
Invesco
Invesco
Georgia
+$301M
4
State Street
State Street
Massachusetts
+$152M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$118M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$768M
2
Morgan Stanley
Morgan Stanley
New York
-$540M
3
Capital International Investors
Capital International Investors
California
-$432M
4
Bank of America
Bank of America
North Carolina
-$352M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
651
Poehling Capital Management
Wisconsin
$1.82M +$1.82M +31,677 New
RIL
652
Rothschild Investment LLC
Illinois
$1.81M +$873K +15,200 +93%
IWM
653
IHT Wealth Management
Illinois
$1.81M -$312K -5,431 -15%
CC
654
ClearArc Capital
Ohio
$1.8M -$48.5K -844 -3%
S
655
SignatureFD
Georgia
$1.8M -$308K -5,360 -15%
WA
656
WBH Advisory
Maryland
$1.8M -$82.2K -1,432 -4%
KFA
657
Kays Financial Advisory
Georgia
$1.8M +$307K +5,344 +21%
SSB
658
Sandy Spring Bank
Maryland
$1.8M +$256K +4,465 +17%
SXL
659
Summit X LLC
Missouri
$1.79M +$572K +9,923 +47%
SMH
660
Sanders Morris Harris
Texas
$1.79M -$28.7K -500 -2%
ACG
661
Allen Capital Group
Nebraska
$1.79M +$517K +8,994 +41%
LA
662
Lau Associates
Delaware
$1.78M -$65.3K -1,137 -4%
BT
663
Brandywine Trust
Delaware
$1.77M – – –
WI
664
Wedgewood Investors
Pennsylvania
$1.77M +$4.31K +75 +0.2%
GC
665
Grace Capital
Massachusetts
$1.76M +$11.5K +200 +0.7%
AWM
666
Arbor Wealth Management
Florida
$1.75M +$59.3K +1,033 +4%
IMOV
667
Investment Management of Virginia
Virginia
$1.75M +$766K +13,350 +78%
MJRIC
668
Mogy Joel R Investment Counsel
California
$1.74M -$2.07M -35,985 -54%
VAS
669
Vestmark Advisory Solutions
Massachusetts
$1.74M +$1.74M +30,242 New
HH
670
Hilltop Holdings
Texas
$1.73M -$8.62K -150 -0.5%
PA
671
Profund Advisors
Maryland
$1.73M +$179K +3,114 +12%
SSG
672
Summit Securities Group
New York
$1.73M +$1.26M +22,000 +272%
BAM
673
Burgundy Asset Management
Ontario, Canada
$1.73M – – –
LCP
674
Legacy Capital Partners
Wisconsin
$1.71M +$574 +10 +0%
LCM
675
Logan Capital Management
Pennsylvania
$1.71M +$1.71M +29,713 New
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