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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 %
CWM
1426
Confluence Wealth Management
Oregon
$253K +$8.09K +130 +3%
EF
1427
Empirical Finance
Pennsylvania
$253K +$253K +4,406 New
LCM
1428
Liberty Capital Management
Michigan
$252K -$12.4K -200 -5%
HCM
1429
Hodges Capital Management
Texas
$251K – – –
EWM
1430
Elmwood Wealth Management
California
$249K +$249K +4,000 New
FAG
1431
Financial Advisory Group
Texas
$249K -$112K -1,800 -31%
SCM
1432
Stumpf Capital Management
Arizona
$249K – – –
BCB
1433
Brian C. Broderick
$249K – – –
AAS
1434
Annex Advisory Services
Wisconsin
$248K -$9.21K -148 -4%
AMCA
1435
Arthur M. Cohen & Associates
Illinois
$248K – – –
KL
1436
KWMG LLC
Kansas
$248K +$62 +1 +0%
BCM
1437
Becker Capital Management
Oregon
$248K +$62.2K +999 +33%
AIS
1438
AlphaOne Investment Services
Pennsylvania
$248K +$248K +3,975 New
CAM
1439
Congress Asset Management
Massachusetts
$248K +$248K +3,976 New
WP
1440
WealthSource Partners
California
$247K -$370K -5,949 -60%
KP
1441
Keel Point
Alabama
$247K -$8.92K -143 -3%
GI
1442
GAMCO Investors
Connecticut
$246K -$18.7K -300 -7%
LI
1443
Lafayette Investments
Maryland
$246K +$187 +3 +0.1%
SAM
1444
SignalPoint Asset Management
Missouri
$244K +$15.3K +245 +7%
EWM
1445
Elite Wealth Management
Washington
$243K – – –
DIM
1446
DC Investments Management
Virginia
$241K -$275K -4,406 -53%
WIM
1447
Westside Investment Management
California
$239K -$12.1K -200 -5%
DWM
1448
Dynasty Wealth Management
Florida
$238K -$96.1K -1,544 -29%
PFA
1449
Pinnacle Family Advisors
Missouri
$238K -$6.86K -110 -3%
SC
1450
Searle & Co
Connecticut
$238K – – –
56 57
58
59 60