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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 %
CAW
1226
Cornerstone Advisors (Washington)
Washington
$398K -$102K -1,697 -20%
WA
1227
WealthTrust Axiom
Pennsylvania
$397K +$36.1K +600 +10%
KF
1228
Krilogy Financial
Missouri
$394K -$169K -2,801 -30%
IA
1229
Independence Advisors
Pennsylvania
$393K +$13K +215 +3%
AC
1230
Alexandria Capital
Virginia
$392K – – –
TFO
1231
Tarbox Family Office
California
$391K +$422 +7 +0.1%
FPFS
1232
First Personal Financial Services
North Carolina
$390K +$44.9K +744 +13%
HVIA
1233
Hudson Valley Investment Advisors
New York
$388K -$169K -2,810 -30%
PLFAM
1234
Pineno Levin & Ford Asset Management
Virginia
$388K – – –
FMP
1235
Financial Management Professionals
Texas
$388K – – –
DAC
1236
Dividend Assets Capital
South Carolina
$387K – – –
CAN
1237
Claraphi Advisory Network
United States
$387K +$8.74K +145 +2%
BFA
1238
Beaumont Financial Advisors
Massachusetts
$385K +$302 +5 +0.1%
WAG
1239
Winthrop Advisory Group
Massachusetts
$385K +$22.1K +366 +6%
WA
1240
Winfield Associates
Ohio
$384K -$6.28K -104 -2%
MPI
1241
Mairs & Power Inc
Minnesota
$382K -$21.1K -350 -5%
SFS
1242
Summit Financial Strategies
Ohio
$382K -$7.24K -120 -2%
LPIC
1243
LeJeune Puetz Investment Counsel
Michigan
$381K – – –
MHIC
1244
Marble Harbor Investment Counsel
Massachusetts
$379K -$4.22K -70 -1%
MFW
1245
Mosaic Family Wealth
Missouri
$377K – – –
LSAG
1246
Lake Street Advisors Group
New Hampshire
$374K -$94.5K -1,565 -20%
SIM
1247
SSI Investment Management
California
$374K -$1.75K -29 -0.5%
DP
1248
Dearborn Partners
Illinois
$374K +$12.1K +201 +3%
CWM
1249
Circle Wealth Management
New Jersey
$373K +$3.68K +61 +1%
Assenagon Asset Management
1250
Assenagon Asset Management
Luxembourg
$370K +$370K +6,141 New
48 49
50
51 52