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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 %
SRIM
1301
Saratoga Research & Investment Management
California
$320K – – –
MFG
1302
Merit Financial Group
Georgia
$320K +$29K +482 +10%
SAMC
1303
Spectrum Asset Management (California)
California
$318K -$1.51K -25 -0.5%
CFGS
1304
Concourse Financial Group Securities
Alabama
$318K +$318K +5,210 New
SHWM
1305
Smith & Howard Wealth Management
Georgia
$315K – – –
NPA
1306
Nichols & Pratt Advisers
Massachusetts
$315K – – –
WCM
1307
Weatherstone Capital Management
Colorado
$315K +$27.4K +455 +10%
IFS
1308
Ifrah Financial Services
Arkansas
$314K -$5.9K -98 -2%
CIS
1309
Connors Investor Services
Pennsylvania
$314K +$67.1K +1,113 +27%
BCA
1310
Bay Colony Advisors
Massachusetts
$313K +$7.48K +124 +2%
CAGAS
1311
Capital Advisory Group Advisory Services
Minnesota
$312K -$45.1K -750 -13%
CPC
1312
Congress Park Capital
New York
$312K -$17.8K -294 -5%
VIA
1313
Vantage Investment Advisors
Pennsylvania
$312K +$16K +291 +5%
CAL
1314
Capital Advisors Ltd
Ohio
$312K +$24.2K +401 +8%
BIA
1315
BHK Investment Advisors
Alabama
$311K +$10.6K +176 +4%
SG
1316
StoneX Group
New York
$310K -$35.3K -586 -10%
RPGK
1317
Retirement Planning Group (Kansas)
Kansas
$310K +$310K +5,137 New
WAM
1318
Weatherly Asset Management
California
$309K -$35.1K -582 -10%
SFG
1319
Summit Financial Group
West Virginia
$307K -$138K -2,290 -31%
SFG
1320
SevenBridge Financial Group
Pennsylvania
$305K -$20.1K -333 -6%
PIM
1321
Penobscot Investment Management
Massachusetts
$304K – – –
SCM
1322
Southport Capital Management
Tennessee
$303K -$2.23K -37 -0.7%
MCTIC
1323
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$302K – – –
ACP
1324
Aveo Capital Partners
Colorado
$301K -$59.3K -966 -16%
PCM
1325
Parsons Capital Management
Rhode Island
$301K -$3.69K -61 -1%
51 52
53
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