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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 %
PWAG
1001
Polaris Wealth Advisory Group
California
$753K +$438K +7,035 +139%
FIB
1002
First Interstate Bank
Montana
$752K -$745K -11,949 -50%
NJBEST
1003
New Jersey Better Educational Savings Trust
New Jersey
$748K – – –
PCM
1004
Prelude Capital Management
New York
$748K +$398K +6,388 +114%
EWF
1005
Epstein & White Financial
California
$744K -$23.4K -385 -3%
SBA
1006
Secrest Blakey & Associates
North Carolina
$743K +$18.6K +296 +3%
BB
1007
Busey Bank
Illinois
$741K -$7.42M -119,033 -91%
WFG
1008
Wills Financial Group
Virginia
$740K -$34.3K -551 -4%
BFM
1009
Boston Financial Management
Massachusetts
$735K -$83.6K -1,341 -10%
WA
1010
WP Advisors
California
$734K -$54.2K -870 -7%
AAM
1011
American Asset Management
Florida
$733K +$85.6K +1,373 +13%
BW
1012
Bison Wealth
Georgia
$731K +$48.2K +773 +7%
S
1013
SimplyRich
California
$728K -$103K -1,652 -12%
CIAS
1014
Capital Investment Advisory Services
North Carolina
$726K -$85.6K -1,374 -11%
OIA
1015
Optimum Investment Advisors
Illinois
$724K +$71.8K +1,152 +11%
AT
1016
Argent Trust
Texas
$720K -$44.2K -709 -6%
MAM
1017
Mastrapasqua Asset Management
Tennessee
$718K +$12.1K +195 +2%
AUB
1018
Atlantic Union Bankshares
Virginia
$710K -$121K -1,941 -15%
FMTCOCP
1019
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$708K -$31.2K -500 -4%
FHC
1020
First Heartland Consultants
Missouri
$708K -$2.26M -36,328 -76%
UBV
1021
United Bank (Virginia)
Virginia
$708K – – –
PIA
1022
Peachtree Investment Advisors
Georgia
$702K -$125K -2,000 -15%
PAS
1023
Partnervest Advisory Services
California
$701K -$100K -1,605 -12%
PPSG
1024
Princeton Portfolio Strategies Group
New Jersey
$694K -$29.4K -472 -4%
ADMI
1025
Albert D. Mason Inc
Massachusetts
$694K -$5.61K -90 -0.8%
39 40
41
42 43