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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 %
RG
1026
Rikoon Group
New Mexico
$694K +$66.7K +1,092 +11%
LTI
1027
Laffer Tengler Investments
Tennessee
$693K +$19.6K +314 +3%
CRC
1028
Curi RMB Capital
Illinois
$693K -$124K -1,989 -15%
CAGAS
1029
Capital Advisory Group Advisory Services
Minnesota
$693K +$693K +11,121 New
OCG
1030
Opus Capital Group
Ohio
$692K – – –
SSA
1031
South Street Advisors
New York
$692K +$222K +3,560 +47%
SS
1032
Sunbelt Securities
Texas
$690K +$17.3K +277 +3%
CGA
1033
Crescent Grove Advisors
Illinois
$690K +$22.1K +351 +3%
DLA
1034
Douglas Lane & Associates
New York
$690K +$86.5K +1,389 +14%
CIA
1035
Choate Investment Advisors
Massachusetts
$689K -$18.1K -290 -3%
Koshinski Asset Management
1036
Koshinski Asset Management
Illinois
$688K -$15.3K -246 -2%
BHWM
1037
Bar Harbor Wealth Management
New Hampshire
$681K -$7.8K -125 -1%
AWA
1038
Arete Wealth Advisors
Illinois
$679K +$410K +6,572 +152%
PFBT
1039
Parkside Financial Bank & Trust
Missouri
$678K -$18.6K -299 -3%
AB
1040
AT Bancorp
Iowa
$677K -$187 -3 -0%
MCWS
1041
McKinley Carter Wealth Services
West Virginia
$677K +$79.9K +1,282 +13%
CCM
1042
Condor Capital Management
New Jersey
$676K -$14K -225 -2%
SBSB
1043
Sullivan, Bruyette, Speros & Blaney
Virginia
$674K -$54.4K -873 -7%
SSW
1044
Smith Shellnut Wilson
Mississippi
$670K -$98.6K -1,581 -13%
CCM
1045
Canal Capital Management
Virginia
$669K -$49.7K -798 -7%
FWM
1046
Frontier Wealth Management
Missouri
$669K +$50.7K +813 +8%
ARMT
1047
Amica Retiree Medical Trust
Rhode Island
$669K +$669K +10,727 New
CRIG
1048
Charter Research & Investment Group
Connecticut
$666K – – –
SWA
1049
SFMG Wealth Advisors
Texas
$665K -$134K -2,157 -17%
Fuller & Thaler Asset Management
1050
Fuller & Thaler Asset Management
California
$661K +$418K +6,700 +172%
40 41
42
43 44