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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 %
ACM
951
Azimuth Capital Management
Michigan
$837K -$7.36K -122 -0.9%
EWM
952
Endurance Wealth Management
Rhode Island
$835K – – –
GRP
953
Global Retirement Partners
California
$831K +$7.6K +126 +0.9%
FMWA
954
Forvis Mazars Wealth Advisors
Missouri
$831K +$67.4K +1,117 +9%
HAIM
955
Hunter Associates Investment Management
Pennsylvania
$829K +$181K +3,007 +28%
AWA
956
Arete Wealth Advisors
Illinois
$827K -$5.61K -93 -0.7%
MCM
957
Monarch Capital Management
Indiana
$823K – – –
AP
958
Atwood & Palmer
Missouri
$820K – – –
PCG
959
Private Capital Group
Connecticut
$819K -$3.72K -61 -0.5%
AOWM
960
Alpha Omega Wealth Management
Virginia
$811K -$27K -447 -3%
JFA
961
JNBA Financial Advisors
Minnesota
$811K +$797K +13,219 +5,875%
WPA
962
West Paces Advisors
Georgia
$810K -$7.84K -130 -1%
SBA
963
Secrest Blakey & Associates
North Carolina
$809K +$16.4K +270 +2%
WA
964
WESPAC Advisors
California
$808K +$422K +6,998 +109%
LSCM
965
LaSalle Street Capital Management
Illinois
$803K -$143K -2,368 -15%
RMDI
966
R.M. Davis Inc
Maine
$799K +$128K +2,126 +19%
PI
967
PEAK6 Investments
Illinois
$799K +$799K +13,247 New
PL
968
Plancorp LLC
Missouri
$796K +$14.4K +239 +2%
PJSIMP
969
P.J. Schmidt Investment Management (PJS)
Wisconsin
$790K – – –
JIC
970
Joel Isaacson & Co
New York
$786K +$60 +1 +0%
AF
971
Allworth Financial
California
$784K +$2.05K +34 +0.3%
MIM
972
Marco Investment Management
Georgia
$781K -$102K -1,697 -12%
ZIC
973
ZWJ Investment Counsel
Georgia
$781K -$23.9K -396 -3%
LNB
974
Ledyard National Bank
$781K -$18.7K -310 -2%
FFC
975
First Financial Corp
Indiana
$777K -$25.1K -416 -3%
37 38
39
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