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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 %
LA
1101
Lau Associates
Delaware
$589K +$31.2K +500 +6%
OSAM
1102
O'Shaughnessy Asset Management
Connecticut
$584K -$417K -6,689 -42%
HAIM
1103
Hunter Associates Investment Management
Pennsylvania
$582K +$37.7K +605 +7%
WA
1104
Wealth Architects
California
$578K +$2.06K +33 +0.4%
DWM
1105
Doyle Wealth Management
Florida
$577K -$210K -3,361 -27%
FNB
1106
Farmers National Bank
Kentucky
$573K -$42.2K -678 -7%
PP
1107
PDS Planning
Ohio
$570K -$8.1K -130 -1%
IWC
1108
Integrated Wealth Concepts
Massachusetts
$570K +$3.08K +51 +0.5%
MMA
1109
Miracle Mile Advisors
California
$570K +$34K +545 +6%
ST
1110
Smithfield Trust
Pennsylvania
$568K +$13K +209 +2%
VDI
1111
Vaughan David Investments
Illinois
$567K -$73.6K -1,181 -11%
CCM
1112
Catawba Capital Management
Virginia
$565K – – –
QOP
1113
Quinn Opportunity Partners
Virginia
$561K – – –
BA
1114
BKS Advisors
Michigan
$561K – – –
MMG
1115
Monetary Management Group
Missouri
$559K – – –
LSAG
1116
Lake Street Advisors Group
New Hampshire
$558K -$96.1K -1,542 -15%
SIG
1117
Schaller Investment Group
North Carolina
$558K – – –
WCAMG
1118
Woodard & Company Asset Management Group
North Carolina
$558K – – –
RWA
1119
River Wealth Advisors
Pennsylvania
$554K -$3.12K -50 -0.6%
FIM
1120
Frontier Investment Management
Texas
$550K -$130K -2,093 -19%
DY
1121
Dowling & Yahnke
California
$545K -$7.29K -117 -1%
NB
1122
Nicolet Bankshares
Wisconsin
$544K -$41.6K -667 -7%
DWM
1123
Destination Wealth Management
California
$544K +$274K +4,397 +102%
CHP
1124
Cable Hill Partners
Oregon
$543K -$20.6K -323 -4%
ACM
1125
Ashford Capital Management
Delaware
$543K – – –
43 44
45
46 47