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Altria Group
MO

Overview Fund Activity

1,660 hedge funds and large institutions have $73.5B invested in Altria Group in 2018 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 571 increasing their positions, 737 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,660
Holders Change
+16
Holders Change %
+0.97%
% of All Funds
38.01%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.8%
New
103
Increased
571
Reduced
737
Closed
74
Calls
$604M
Puts
$1.36B
Net Calls
-$755M
Net Calls Change
-$322M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.69B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$232M
3
Morgan Stanley
Morgan Stanley
New York
+$199M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$180M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$165M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.05B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$400M
3
Ameriprise
Ameriprise
Minnesota
-$198M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$148M
5
Deutsche Bank
Deutsche Bank
Germany
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
926
Calton & Associates
Florida
$896K -$677K -11,232 -43%
TCOO
927
Trust Company of Oklahoma
Oklahoma
$896K -$67.8K -1,125 -7%
CPA
928
Clear Perspective Advisors
Illinois
$895K -$3.02K -50 -0.3%
MWM
929
Marietta Wealth Management
Georgia
$894K -$15.9K -263 -2%
EWA
930
Exencial Wealth Advisors
Oklahoma
$891K -$177K -2,934 -17%
CAM
931
Columbia Asset Management
Michigan
$889K -$121K -2,007 -12%
RCM
932
RB Capital Management
Nevada
$887K -$26K -431 -3%
EAMA
933
EFG Asset Management (Americas)
Florida
$886K -$38K -608 -4%
SCA
934
STALEY CAPITAL ADVISERS
Pennsylvania
$886K +$89.3K +1,480 +11%
PAS
935
Partnervest Advisory Services
California
$886K +$215K +3,574 +32%
ONST
936
Old North State Trust
North Carolina
$883K +$883K +14,579 New
EWA
937
EP Wealth Advisors
California
$882K +$202K +3,351 +30%
SLT
938
St Louis Trust
Missouri
$875K -$622K -10,314 -42%
NAM
939
NTV Asset Management
West Virginia
$871K -$919K -15,235 -51%
ARMT
940
Amica Retiree Medical Trust
Rhode Island
$866K – – –
MIAN
941
Mariner Independent Advisor Network
Kansas
$866K +$866K +14,368 New
WA
942
WP Advisors
California
$865K +$14.7K +244 +2%
PAM
943
Premier Asset Management
Illinois
$859K +$859K +14,245 New
OFW
944
Omnia Family Wealth
Florida
$850K -$1.83K -30 -0.2%
MWP
945
MYCIO Wealth Partners
Pennsylvania
$845K +$121 +2 +0%
MCM
946
Mork Capital Management
California
$844K – – –
OI
947
Oakbrook Investments
Illinois
$843K -$3.85M -63,900 -82%
CAS
948
Cue Advisory Services
Arizona
$843K -$86.5K -1,434 -9%
TNBTD
949
Trustmark National Bank Trust Department
Mississippi
$842K -$32.6K -540 -4%
SFWA
950
Summit Financial Wealth Advisors
Louisiana
$840K -$331K -5,383 -28%
36 37
38
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