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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 %
PCFFS
1401
Pacific Center for Financial Services
California
$257K +$2.65K +44 +1%
OC
1402
Oarsman Capital
Wisconsin
$257K +$36.1K +598 +16%
BFO
1403
Biltmore Family Office
North Carolina
$256K – – –
PC
1404
Port Capital
Illinois
$255K -$31.9K -529 -11%
CL
1405
CPWM LLC
Washington
$253K +$9.52K +158 +4%
BA
1406
Bristol Advisors
Pennsylvania
$253K +$253K +4,200 New
YWP
1407
YorkBridge Wealth Partners
New York
$252K -$19.2K -319 -7%
PMG
1408
ProVise Management Group
Florida
$251K -$255K -4,229 -50%
SMM
1409
Stadion Money Management
Georgia
$251K -$41.6K -690 -14%
AI
1410
ArchPoint Investors
Florida
$251K – – –
CWM
1411
Confluence Wealth Management
Oregon
$251K +$6.08K +101 +2%
PAM
1412
Pegasus Asset Management
New York
$250K -$30.1K -500 -11%
CWA
1413
Clarus Wealth Advisors
Arizona
$250K -$24.4K -404 -9%
DOA
1414
D'Orazio & Associates
Virginia
$250K +$724 +12 +0.3%
LP
1415
LMR Partners
United Kingdom
$250K +$250K +4,148 New
AHC
1416
Adell Harriman & Carpenter
Texas
$250K -$6.03K -100 -2%
WGCA
1417
Wolf Group Capital Advisors
Virginia
$248K -$55.4K -917 -18%
CC
1418
Cornerstone Capital
California
$248K – – –
TCOT
1419
Trust Company of Toledo
Ohio
$248K – – –
CC
1420
Courier Capital
New York
$247K -$4.77K -79 -2%
YMRC
1421
Yorktown Management & Research Company
Virginia
$247K – – –
AWS
1422
AJ Wealth Strategies
New York
$247K – – –
POIA
1423
Pin Oak Investment Advisors
Texas
$247K +$39.3K +653 +19%
MGIA
1424
Moneta Group Investment Advisors
Missouri
$247K +$247K +4,096 New
SNB
1425
Security National Bank
Nebraska
$246K +$246K +4,071 New
55 56
57
58 59