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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 %
SAM
1026
Sawgrass Asset Management
Florida
$680K -$18.7K -310 -3%
BW
1027
Bison Wealth
Georgia
$675K -$14.1K -234 -2%
LTI
1028
Laffer Tengler Investments
Tennessee
$672K +$8.69K +144 +1%
FIB
1029
First Interstate Bank
Montana
$669K -$53K -878 -7%
WA
1030
Waverly Advisors
Alabama
$666K +$60.5K +1,002 +10%
RWM
1031
RKL Wealth Management
Pennsylvania
$663K -$159K -2,628 -19%
FHC
1032
First Heartland Consultants
Missouri
$663K +$95.6K +1,586 +17%
SOAMC
1033
Spirit of America Management Corp
New York
$660K -$698K -11,575 -51%
CIC
1034
Chilton Investment Company
Connecticut
$655K +$180K +2,989 +38%
CGA
1035
Crescent Grove Advisors
Illinois
$652K +$61 +1 +0%
MIH
1036
Madison Investment Holdings
Wisconsin
$652K +$301 +5 +0%
VNA
1037
Valley National Advisers
Pennsylvania
$649K +$33.9K +562 +6%
CCM
1038
Condor Capital Management
New Jersey
$647K – – –
WEC
1039
Winslow Evans & Crocker
Massachusetts
$646K – – –
MBT
1040
Montecito Bank & Trust
California
$645K +$13K +216 +2%
PFSC
1041
Peoples Financial Services Corp
Pennsylvania
$645K +$60.3K +1,000 +10%
CRIG
1042
Charter Research & Investment Group
Connecticut
$644K – – –
FMTCOCP
1043
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$643K – – –
SBSB
1044
Sullivan, Bruyette, Speros & Blaney
Virginia
$643K +$5.19K +86 +0.8%
SS
1045
Sunbelt Securities
Texas
$641K +$156K +2,585 +32%
PP
1046
PagnatoKarp Partners
Virginia
$639K +$133K +2,183 +26%
UBV
1047
United Bank (Virginia)
Virginia
$636K -$12.1K -200 -2%
PFBT
1048
Parkside Financial Bank & Trust
Missouri
$635K -$36.6K -607 -5%
CCMG
1049
Clark Capital Management Group
Pennsylvania
$635K +$10K +166 +2%
SSW
1050
Smith Shellnut Wilson
Mississippi
$635K +$635K +10,534 New
40 41
42
43 44