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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 %
RBA
1276
Richard Bernstein Advisors
New York
$353K -$758K -12,151 -68%
AWM
1277
Aries Wealth Management
Maine
$353K – – –
FLPIM
1278
F.L. Putnam Investment Management
Massachusetts
$353K +$3.24K +52 +0.9%
SBWIC
1279
Schaper Benz & Wise Investment Counsel
Wisconsin
$351K -$31.1K -500 -8%
WPW
1280
Winthrop Partners - WNY
New York
$350K – – –
AF
1281
Affiance Financial
Minnesota
$350K -$66.6K -1,070 -16%
FMC
1282
First Merchants Corp
Indiana
$349K -$484K -7,763 -58%
CCT
1283
Capital City Trust
Florida
$349K – – –
DDPIC
1284
Deroy & Devereaux Private Investment Counsel
Michigan
$349K +$54.9K +880 +19%
DWM
1285
Darwin Wealth Management
Florida
$347K +$931 +15 +0.3%
DT
1286
Diversified Trust
Tennessee
$347K +$13.3K +214 +4%
MCM
1287
Manchester Capital Management
Vermont
$347K +$26.7K +428 +8%
LA
1288
Legacy Advisors
Pennsylvania
$346K +$258K +4,040 +293%
GIM
1289
Greylin Investment Management
Virginia
$345K +$11.6K +186 +3%
CAM
1290
Crestone Asset Management
Colorado
$343K – – –
PAM
1291
Pegasus Asset Management
New York
$341K – – –
RIG
1292
Roosevelt Investment Group
New York
$340K -$115K -1,838 -25%
CPC
1293
Congress Park Capital
New York
$340K -$62K -995 -15%
CAM
1294
Concorde Asset Management
Michigan
$338K +$33.9K +534 +11%
CRWM
1295
Castle Rock Wealth Management
California
$337K -$56.7K -911 -14%
IAM
1296
Iridian Asset Management
Connecticut
$337K – – –
BRF
1297
B. Riley Financial
California
$336K -$6.99K -112 -2%
JIP
1298
Jaffetilchin Investment Partners
Florida
$336K +$107K +1,715 +47%
PMFA
1299
Plante Moran Financial Advisors
Michigan
$335K +$250 +4 +0.1%
PWPS
1300
Pinnacle Wealth Planning Services
Ohio
$335K +$218K +3,497 +186%
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