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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 %
KJWM
1526
Kiley Juergens Wealth Management
Washington
$141K -$17.4K -289 -11%
SC
1527
Sawyer & Company
Massachusetts
$138K – – –
Rockefeller Capital Management
1528
Rockefeller Capital Management
New York
$137K -$26.6K -440 -16%
BWA
1529
BDO Wealth Advisors
Florida
$135K +$484 +8 +0.4%
SPL
1530
Smart Portfolios LLC
Washington
$125K – – –
BWM
1531
BerganKDV Wealth Management
Minnesota
$124K -$6.01K -100 -5%
KLWA
1532
Kelly Lawrence W & Associates
California
$124K – – –
TAIM
1533
TD Ameritrade Investment Management
Nebraska
$123K +$56.1K +932 +84%
CPH
1534
C Partners Holding
Switzerland
$120K -$117K -1,938 -49%
RP
1535
Rowlandmiller & Partners
Georgia
$118K -$32.6K -540 -22%
WC
1536
Whitney & Co
New York
$117K +$20.5K +313 +21%
MCM
1537
Mainstay Capital Management
Michigan
$117K +$20.3K +338 +21%
AWM
1538
Avior Wealth Management
Nebraska
$116K -$11.4K -189 -9%
NCM
1539
New Capital Management
Texas
$110K -$14.6K -241 -12%
TWI
1540
Thomas White International
Illinois
$110K -$2.12K -35 -2%
IAS
1541
IMA Advisory Services
Colorado
$109K -$4.54K -75 -4%
TIM
1542
Tortoise Investment Management
New York
$108K – – –
BA
1543
Ballew Advisors
Mississippi
$107K – – –
FPS
1544
Fieldpoint Private Securities
Connecticut
$105K -$17.9K -298 -15%
WCM
1545
Wealthcare Capital Management
Virginia
$104K +$104K +1,729 New
BC
1546
Blackhill Capital
New Jersey
$103K – – –
LFASL
1547
Lugano Financial Advisors SA (LFA)
Switzerland
$103K +$103K +1,700 New
PCP
1548
Proficio Capital Partners
Massachusetts
$100K +$7.22K +120 +8%
ACA
1549
Atlas Capital Advisors
Wyoming
$98.3K – – –
MCM
1550
MV Capital Management
Maryland
$98K -$16.3K -271 -14%
60 61
62
63 64