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Altria Group
MO

Overview Fund Activity

1,644 hedge funds and large institutions have $67.6B invested in Altria Group in 2018 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 589 increasing their positions, 740 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
-27
Holders Change %
-1.62%
% of All Funds
37.69%
Holding in Top 10
33
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.43%
% of All Funds
0.76%
New
92
Increased
589
Reduced
740
Closed
101
Calls
$479M
Puts
$912M
Net Calls
-$433M
Net Calls Change
-$423M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.19B
2
IFP
Independent Franchise Partners
United Kingdom
+$447M
3
Morgan Stanley
Morgan Stanley
New York
+$310M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$269M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.58B
2
AllianceBernstein
AllianceBernstein
Tennessee
-$278M
3
EVM
Eaton Vance Management
Massachusetts
-$236M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$123M
5
Barclays
Barclays
United Kingdom
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1226
Beaumont Financial Advisors
Massachusetts
$362K -$41.2K -726 -10%
QCG
1227
Quadrant Capital Group
Ohio
$361K -$11K -205 -3%
MHIC
1228
Marble Harbor Investment Counsel
Massachusetts
$361K – – –
AIM
1229
Artemis Investment Management
United Kingdom
$360K -$19.1M -336,596 -98%
BP
1230
Ballentine Partners
Massachusetts
$359K -$52.2K -919 -13%
LPIC
1231
LeJeune Puetz Investment Counsel
Michigan
$358K – – –
IA
1232
Independence Advisors
Pennsylvania
$358K +$8.4K +148 +2%
SSG
1233
Summit Securities Group
New York
$358K +$96.6K +1,700 +37%
CAN
1234
Claraphi Advisory Network
United States
$357K +$106K +1,862 +42%
MFW
1235
Mosaic Family Wealth
Missouri
$356K – – –
PV
1236
Private Vista
Illinois
$356K +$27.2K +479 +8%
JIP
1237
Jaffetilchin Investment Partners
Florida
$356K +$50K +882 +16%
CSM
1238
CAMG Solamere Management
North Carolina
$354K – – –
SIM
1239
SSI Investment Management
California
$352K -$57.2K -1,009 -14%
NQWM
1240
Northwest Quadrant Wealth Management
Oregon
$352K -$7.27K -128 -2%
KTA
1241
Keeley-Teton Advisors
Illinois
$348K – – –
CWM
1242
Circle Wealth Management
New Jersey
$348K +$3.07K +54 +0.9%
NERM
1243
New England Research & Management
Illinois
$347K – – –
AB
1244
Atlas Brown
Kentucky
$347K +$2.94K +50 +0.9%
BMC
1245
Benin Management Corp
Connecticut
$346K -$5.46K -96 -2%
B
1246
Bailard
California
$343K -$36.9K -649 -10%
LIA
1247
LBMC Investment Advisors
Tennessee
$342K +$1.25K +22 +0.4%
RIG
1248
Roosevelt Investment Group
New York
$342K +$32.5K +572 +10%
WAG
1249
Winthrop Advisory Group
Massachusetts
$342K +$72.1K +1,270 +27%
DP
1250
Dearborn Partners
Illinois
$341K -$52.2K -919 -13%
48 49
50
51 52