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Altria Group
MO

Overview Fund Activity

1,671 hedge funds and large institutions have $74.6B invested in Altria Group in 2018 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 553 increasing their positions, 800 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,671
Holders Change
-68
Holders Change %
-3.91%
% of All Funds
38.35%
Holding in Top 10
42
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-36.36%
% of All Funds
0.96%
New
87
Increased
553
Reduced
800
Closed
133
Calls
$578M
Puts
$589M
Net Calls
-$10.7M
Net Calls Change
+$370M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$891M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$406M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$345M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$140M
5
EVM
Eaton Vance Management
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$315M
2
LCOV
London Company of Virginia
Virginia
-$258M
3
SCM
Suvretta Capital Management
New York
-$202M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$201M
5
Ameriprise
Ameriprise
Minnesota
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
826
Winning Points Advisors
Florida
$1.19M – – –
SFWA
827
Summit Financial Wealth Advisors
Louisiana
$1.19M +$16.9K +271 +1%
ACI
828
Alpha Cubed Investments
California
$1.19M +$32.9K +528 +3%
KIC
829
Keating Investment Counselors
Florida
$1.18M -$4.67K -75 -0.4%
IFWM
830
Institute for Wealth Management
Colorado
$1.18M +$80.3K +1,436 +7%
FIM
831
Freedom Investment Management
Connecticut
$1.18M +$622K +9,989 +112%
RCM
832
Radnor Capital Management
Pennsylvania
$1.18M – – –
LSCM
833
LaSalle Street Capital Management
Illinois
$1.17M -$304K -4,887 -21%
CB
834
Community Bank
New York
$1.17M -$341K -5,470 -23%
EF
835
Exeter Financial
Arizona
$1.17M +$283K +4,549 +32%
MWAC
836
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.16M +$36.4K +584 +3%
AP
837
Atwood & Palmer
Missouri
$1.16M +$18.7K +300 +2%
PA
838
Parallel Advisors
California
$1.16M -$41.9K -673 -3%
TMAM
839
Tokio Marine Asset Management
Japan
$1.16M -$246K -3,948 -18%
BBA
840
BLB&B Advisors
Pennsylvania
$1.16M -$71.5K -1,147 -6%
RA
841
RFG Advisory
Alabama
$1.15M -$14.5K -232 -1%
TA
842
Tiedemann Advisors
New York
$1.15M -$4.92K -78 -0.4%
BCP
843
Berkeley Capital Partners
Georgia
$1.15M +$375K +6,021 +48%
PTC
844
Philadelphia Trust Company
Pennsylvania
$1.15M -$39K -626 -3%
SXL
845
Summit X LLC
Missouri
$1.15M +$40.8K +657 +4%
MMPW
846
Mitchell McLeod Pugh & Williams
Alabama
$1.15M – – –
FPCG
847
Fort Pitt Capital Group
Pennsylvania
$1.14M +$16K +256 +1%
PAS
848
Park Avenue Securities
New York
$1.14M +$189K +3,131 +20%
IC
849
Intersect Capital
California
$1.14M -$20.8K -334 -2%
MWM
850
Mission Wealth Management
California
$1.14M -$4.92K -79 -0.4%
32 33
34
35 36