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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 %
ANBT
1326
American National Bank & Trust
Texas
$316K -$88.4K -1,417 -22%
FA
1327
FCG Advisors
New Jersey
$316K -$14.6K -234 -4%
DLHL
1328
Donald L. Hagan LLC
Florida
$316K +$810 +13 +0.3%
SCM
1329
Southport Capital Management
Tennessee
$315K -$11.9K -191 -4%
PIM
1330
Penobscot Investment Management
Massachusetts
$314K – – –
LWM
1331
Lyons Wealth Management
Florida
$313K +$42.3K +681 +16%
BPB
1332
Badgley, Phelps & Bell
Washington
$313K +$80.8K +1,295 +35%
MCTIC
1333
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$312K – – –
CA
1334
Corrado Advisors
New Jersey
$311K +$19.6K +315 +7%
YWP
1335
YorkBridge Wealth Partners
New York
$310K -$3.23K -51 -1%
WCM
1336
Weatherstone Capital Management
Colorado
$310K +$47.1K +756 +18%
PGA
1337
Premia Global Advisors
Florida
$310K +$270K +4,379 +680%
VCM
1338
Versant Capital Management
Arizona
$309K -$149K -2,390 -32%
WPIC
1339
White Pine Investment Company
Michigan
$309K – – –
LFG
1340
LifePlan Financial Group
Ohio
$307K -$50K -803 -14%
FBC
1341
Fairfield, Bush & Co
Connecticut
$307K – – –
BAM
1342
Boyar Asset Management
New York
$307K – – –
CPIG
1343
Chicago Partners Investment Group
Illinois
$304K -$9.36K -150 -3%
WA
1344
Wealthstar Advisors
Texas
$304K +$304K +4,883 New
GGI
1345
Godsey & Gibb Inc
Virginia
$303K +$303K +4,869 New
AFC
1346
AFT Forsyth & Company
Florida
$302K -$90.1K -1,445 -23%
CCM
1347
Cribstone Capital Management
Maine
$302K -$66.3K -1,064 -18%
SMM
1348
Stadion Money Management
Georgia
$302K -$53.5K -860 -15%
AWE
1349
Avidian Wealth Enterprises
Texas
$302K -$20.8K -335 -6%
TBNY
1350
Trustco Bank (New York)
New York
$302K – – –
52 53
54
55 56