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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 %
IC
1126
Inverness Counsel
New York
$543K +$106K +1,702 +24%
TWI
1127
Thomas White International
Illinois
$539K -$9.96K -160 -2%
PHS
1128
Pekin Hardy Strauss
Illinois
$539K -$5.55K -89 -1%
DJSG
1129
D.J. St. Germain
Massachusetts
$538K -$107K -1,709 -17%
NL
1130
NWAM LLC
Washington
$537K +$53.9K +865 +11%
DDC
1131
Daniel Devine & Co
Florida
$536K – – –
PCA
1132
Personal Capital Advisors
California
$536K +$19.3K +310 +4%
TFS
1133
TrustCore Financial Services
Tennessee
$532K +$42.5K +682 +9%
FCMT
1134
Founders Capital Management (Texas)
Texas
$529K – – –
PTB
1135
Pioneer Trust Bank
Oregon
$528K – – –
SFA
1136
Sequoia Financial Advisors
Ohio
$527K -$18.3K -294 -3%
PP
1137
PagnatoKarp Partners
Virginia
$525K +$525K +8,345 New
CAM
1138
Carret Asset Management
New York
$522K -$24.9K -400 -5%
LPT
1139
Legacy Private Trust
Wisconsin
$520K -$175K -2,800 -25%
CT
1140
Coastline Trust
Rhode Island
$519K -$3.62K -58 -0.7%
GC
1141
Grimes & Company
Massachusetts
$519K +$15.2K +244 +3%
WT
1142
Washington Trust
Rhode Island
$518K +$7.79K +125 +2%
CPA
1143
Court Place Advisors
Maryland
$518K +$110K +1,770 +27%
BCM
1144
Buckhead Capital Management
Georgia
$516K – – –
KWM
1145
Kingsview Wealth Management
Oregon
$515K -$288K -4,626 -36%
NAMP
1146
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$515K +$125 +2 +0%
AIA
1147
Allegis Investment Advisors
Idaho
$510K +$20.1K +323 +4%
MWM
1148
Merriman Wealth Management
Washington
$509K -$6.41K -103 -1%
NG
1149
Northstar Group
New York
$506K -$8.79K -141 -2%
MPPLM
1150
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$506K +$8.91K +143 +2%
44 45
46
47 48