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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 %
LWS
1551
Lucia Wealth Services
California
$97K +$4.12K +68 +4%
PG
1552
Patten Group
Tennessee
$92K -$120K -1,994 -57%
TC
1553
Trust Company
Kansas
$91K -$13.3K -220 -13%
NPP
1554
New Potomac Partners
Maryland
$90K – – –
CPA
1555
Cowen Prime Advisors
New York
$90K – – –
SIS
1556
Sound Income Strategies
Florida
$89K +$22.1K +368 +33%
FC
1557
Ferris Capital
Massachusetts
$88K -$12.1K -202 -12%
TCCM
1558
Timber Creek Capital Management
Massachusetts
$86K – – –
VC
1559
Vestor Capital
Illinois
$83K – – –
WIA
1560
Westbourne Investment Advisors
Maryland
$83K +$83K +1,373 New
SIAP
1561
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$80K -$40.7K -674 -34%
GTAM
1562
Global Trust Asset Management
Florida
$80K – – –
PA
1563
Perennial Advisors
New York
$80K – – –
PO
1564
Private Ocean
California
$75K – – –
BWA
1565
Burt Wealth Advisors
Maryland
$71K +$23.7K +394 +50%
MWM
1566
Mascoma Wealth Management
New Hampshire
$70K – – –
TCM
1567
Tradewinds Capital Management
Washington
$68K – – –
GEA
1568
Glen Eagle Advisors
New Jersey
$66.6K – – –
CC
1569
Centiva Capital
New York
$66K -$346K -5,756 -84%
ECM
1570
Exchange Capital Management
Michigan
$65K +$10.8K +180 +20%
IF
1571
Ironwood Financial
Arizona
$64K +$12.1K +200 +23%
MFBTD
1572
MB Financial Bank - Trust Department
Illinois
$63K -$173K -2,837 -73%
AIM
1573
Arcadia Investment Management
Michigan
$63K – – –
OFS
1574
Orrstown Financial Services
Pennsylvania
$60K -$70.4K -1,173 -54%
RIA
1575
RPG Investment Advisory
California
$60K -$40.6K -677 -40%
61 62
63
64 65