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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 %
RCM
976
RB Capital Management
Nevada
$803K -$61.6K -989 -7%
BKA
977
Brick & Kyle Associates
Pennsylvania
$800K +$437 +7 +0.1%
IBOK
978
Independence Bank of Kentucky
Kentucky
$798K -$37.4K -600 -4%
WA
979
WESPAC Advisors
California
$796K +$311 +5 +0%
BFG
980
Beacon Financial Group
Texas
$795K -$5.01M -80,512 -86%
EM
981
Excalibur Management
Massachusetts
$795K -$21.8K -350 -3%
GD
982
Grandfield & Dodd
New York
$795K – – –
III
983
Independent Investors Inc
New York
$791K – – –
ICM
984
IMS Capital Management
Oregon
$789K – – –
AOWM
985
Alpha Omega Wealth Management
Virginia
$789K +$4.42K +71 +0.6%
MGAM
986
McGowan Group Asset Management
Texas
$788K -$374 -6 -0%
IUHSA
987
Itau Unibanco Holding S.A.
Brazil
$788K +$509K +8,169 +183%
DAM
988
Doheny Asset Management
California
$785K -$15.5K -248 -2%
SSWM
989
Smith Salley Wealth Management
North Carolina
$782K -$93.4K -1,500 -11%
GIA
990
Guyasuta Investment Advisors
Pennsylvania
$773K +$23.6K +378 +3%
GCA
991
Guardian Capital Advisors
Ontario, Canada
$769K +$9.59K +150 +1%
BFPW
992
BOK Financial Private Wealth
Colorado
$766K – – –
SWA
993
Sutton Wealth Advisors
Florida
$762K – – –
CLOS
994
Compagnie Lombard Odier SCmA
Switzerland
$761K -$5.08M -81,681 -87%
BST
995
Bath Savings Trust
Maine
$761K -$37.4K -600 -5%
KF
996
Krilogy Financial
Missouri
$760K -$28.2K -453 -4%
CAI
997
Capital Advisors Inc
Oklahoma
$756K +$7.79K +125 +1%
RMDI
998
R.M. Davis Inc
Maine
$755K -$47.6K -764 -6%
FBA
999
Front Barnett Associates
Illinois
$754K -$31.2K -500 -4%
WA
1000
Winfield Associates
Ohio
$753K -$87.6K -1,405 -10%
38 39
40
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