MO icon

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 %
AWM
1451
Aevitas Wealth Management
Massachusetts
$228K -$12.1K -200 -5%
RW
1452
REDW Wealth
New Mexico
$228K – – –
FUBT
1453
First United Bank & Trust
Maryland
$228K +$228K +3,785 New
MBA
1454
McQueen Ball & Associates
Pennsylvania
$227K – – –
PMFA
1455
Plante Moran Financial Advisors
Michigan
$225K -$7.06K -117 -3%
PFGIA
1456
Patriot Financial Group Insurance Agency
Massachusetts
$225K +$205K +3,410 +1,046%
SIC
1457
Sigma Investment Counselors
Michigan
$225K +$225K +3,726 New
WP
1458
WealthSource Partners
California
$224K -$32.6K -540 -13%
PGA
1459
Portland Global Advisors
Maine
$224K – – –
HFP
1460
Holistic Financial Partners
Indiana
$224K +$224K +3,708 New
NIM
1461
Northeast Investment Management
Massachusetts
$224K +$224K +3,710 New
EF
1462
Empirical Finance
Pennsylvania
$224K +$224K +3,711 New
CS
1463
Cannell & Spears
New York
$223K -$9.73K -161 -4%
CCT
1464
Country Club Trust
Missouri
$223K – – –
HI
1465
Hudock Inc
Pennsylvania
$223K +$541 +9 +0.2%
MRCM
1466
M&R Capital Management
New Jersey
$222K -$7.39K -123 -3%
SSWM
1467
Sheets Smith Wealth Management
North Carolina
$221K -$7.07K -117 -3%
ALIONA
1468
Allianz Life Insurance of North America
Minnesota
$221K -$2.78K -46 -1%
HFA
1469
Huber Financial Advisors
Illinois
$220K -$5.25K -87 -2%
CCM
1470
Cribstone Capital Management
Maine
$219K -$12.1K -200 -5%
RIS
1471
Retirement Income Solutions
Michigan
$219K -$120 -2 -0.1%
SAM
1472
Summit Asset Management
Tennessee
$218K +$362 +6 +0.2%
SCM
1473
Stonebridge Capital Management
California
$217K – – –
CCM
1474
Carlson Capital Management
Minnesota
$217K +$181 +3 +0.1%
PM
1475
Parametrica Management
Hong Kong
$217K +$217K +3,591 New
57 58
59
60 61