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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 %
CC
1401
Courier Capital
New York
$265K -$82.3K -1,319 -24%
FPCP
1402
Fort Point Capital Partners
California
$264K -$78.3K -1,257 -23%
FHB
1403
First Hawaiian Bank
Hawaii
$264K -$15.8K -255 -6%
AFG
1404
Albion Financial Group
Utah
$264K -$13.9K -223 -5%
HFM
1405
Hartford Financial Management
Connecticut
$264K +$38.6K +620 +17%
WAG
1406
Winthrop Advisory Group
Massachusetts
$263K -$6.2K -112 -2%
PCFFS
1407
Pacific Center for Financial Services
California
$263K – – –
FCAG
1408
First Capital Advisors Group
New Jersey
$262K -$34.8K -558 -12%
RCG
1409
Ruggie Capital Group
Florida
$262K +$373 +6 +0.1%
WEC
1410
Winslow Evans & Crocker
Massachusetts
$261K – – –
KA
1411
KLCM Advisors
Wisconsin
$258K -$70.1K -1,125 -21%
Members Trust
1412
Members Trust
Florida
$258K +$16.7K +268 +7%
CC
1413
Cornerstone Capital
California
$257K -$31.2K -500 -11%
DOA
1414
D'Orazio & Associates
Virginia
$257K -$5.93K -95 -2%
VSWA
1415
Vontobel Swiss Wealth Advisors
Switzerland
$257K +$37.4K +600 +17%
RWM
1416
Ritholtz Wealth Management
New York
$256K -$344K -5,524 -57%
NWS
1417
Newport Wealth Strategies
California
$256K -$256K -4,103 -50%
YMRC
1418
Yorktown Management & Research Company
Virginia
$256K – – –
AI
1419
ArchPoint Investors
Florida
$256K +$256K +4,100 New
CAAS
1420
Capital Asset Advisory Services
Michigan
$255K -$30.6K -490 -11%
CTA
1421
Chesley Taft & Associates
Illinois
$255K -$27.4K -440 -10%
AWS
1422
AJ Wealth Strategies
New York
$255K – – –
CIS
1423
Connors Investor Services
Pennsylvania
$255K – – –
AF
1424
Aldebaran Financial
$254K – – –
CCB
1425
Cutter & Co Brokerage
Missouri
$253K – – –
55 56
57
58 59