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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 %
BEC
1426
Blue Edge Capital
Virginia
$245K +$603 +10 +0.2%
RB
1427
Rodgers Brothers
Pennsylvania
$244K +$544 +9 +0.2%
EWM
1428
Edge Wealth Management
New York
$242K – – –
EWM
1429
Elmwood Wealth Management
California
$241K – – –
CTA
1430
Chesley Taft & Associates
Illinois
$241K -$6.03K -100 -2%
CAM
1431
Cidel Asset Management
Ontario, Canada
$241K – – –
FAG
1432
Financial Advisory Group
Texas
$241K – – –
SCM
1433
Stumpf Capital Management
Arizona
$241K – – –
WP
1434
WealthShield Partners
North Carolina
$241K +$18.4K +300 +8%
MMM
1435
Mendel Money Management
Illinois
$241K +$241K +3,991 New
YIA
1436
YHB Investment Advisors
Connecticut
$240K -$16.3K -270 -6%
HCM
1437
Hodges Capital Management
Texas
$240K -$3.01K -50 -1%
KL
1438
KWMG LLC
Kansas
$240K – – –
RGIA
1439
Rainier Group Investment Advisory
Washington
$239K – – –
LFA
1440
Legacy Financial Advisors
Kentucky
$239K +$1.21K +20 +0.5%
DE
1441
Day & Ennis
Georgia
$238K -$13.5K -225 -5%
LI
1442
Lafayette Investments
Maryland
$238K +$241 +4 +0.1%
BCB
1443
Brian C. Broderick
$236K -$4.51K -75 -2%
PTC
1444
Petrus Trust Company
Texas
$235K -$218K -3,614 -48%
ABA
1445
American Beacon Advisors
Texas
$234K +$39.8K +660 +20%
PWM
1446
Perigon Wealth Management
California
$233K +$233K +3,817 New
FWM
1447
Focused Wealth Management
New York
$231K -$49.3K -817 -18%
SC
1448
Searle & Co
Connecticut
$230K – – –
CCA
1449
Conservest Capital Advisors
Pennsylvania
$230K – – –
BBA
1450
Braun-Bostich & Associates
Pennsylvania
$229K +$44K +729 +24%
56 57
58
59 60