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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 %
CTA
926
Colonial Trust Advisors
South Carolina
$924K -$194K -3,113 -17%
OIM
927
Orca Investment Management
Oregon
$921K -$317K -5,089 -26%
GVT
928
Genesee Valley Trust
New York
$920K +$496K +7,882 +117%
OSNBOA
929
Old Second National Bank of Aurora
Illinois
$912K -$8.1K -130 -0.9%
FI
930
FormulaFolio Investments
Michigan
$910K -$349K -5,604 -28%
CONA
931
Capital One National Association
New York
$891K -$120K -1,919 -12%
CA
932
Clearstead Advisors
Ohio
$890K +$21.5K +345 +2%
Carson Wealth (CWM LLC)
933
Carson Wealth (CWM LLC)
Nebraska
$890K +$26.5K +426 +3%
PCG
934
Private Capital Group
Connecticut
$886K +$798K +12,665 +905%
FMWA
935
Forvis Mazars Wealth Advisors
Missouri
$882K -$127K -2,045 -13%
GAM
936
Griffin Asset Management
New York
$882K -$17.4K -280 -2%
SIM
937
Sonora Investment Management
Arizona
$879K +$154K +2,477 +21%
MCM
938
Mork Capital Management
California
$872K – – –
STA
939
Summit Trail Advisors
New York
$870K -$22.7K -574 -3%
TP
940
Truvvo Partners
New York
$865K – – –
I
941
IberiaBank
Louisiana
$860K -$191K -3,069 -18%
BBI
942
Baxter Bros Inc
Connecticut
$858K -$98K -986 -10%
CFG
943
Citizens Financial Group
Rhode Island
$858K +$2.12K +34 +0.2%
PJSIMP
944
P.J. Schmidt Investment Management (PJS)
Wisconsin
$853K -$4.8K -77 -0.6%
MCM
945
Monarch Capital Management
Indiana
$851K – – –
WCM
946
Whitener Capital Management
North Carolina
$847K +$35K +562 +4%
MOS
947
MGO One Seven
Ohio
$845K -$53K -851 -6%
GH
948
GAM Holding
Switzerland
$844K -$1.08M -17,281 -56%
FFC
949
First Financial Corp
Indiana
$843K -$119K -1,917 -12%
GC
950
Grace Capital
Massachusetts
$841K -$2.5M -39,969 -75%
36 37
38
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