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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 %
NPP
1576
New Potomac Partners
Maryland
$93K -$12.4K -200 -12%
CPA
1577
Cowen Prime Advisors
New York
$93K – – –
PS
1578
Portfolio Strategies
New York
$93K +$248 +4 +0.3%
BA
1579
Ballew Advisors
Mississippi
$93K +$93K +1,500 New
WC
1580
Whitney & Co
New York
$92K +$92K +1,475 New
OPWM
1581
Oak Point Wealth Management
Michigan
$91K -$11.5K -189 -11%
TCCM
1582
Timber Creek Capital Management
Massachusetts
$89K – – –
PA
1583
Perennial Advisors
New York
$83K -$25K -400 -23%
GEA
1584
Glen Eagle Advisors
New Jersey
$80.2K – – –
LWS
1585
Lucia Wealth Services
California
$80K -$97K -1,555 -55%
PO
1586
Private Ocean
California
$77K -$13.4K -218 -15%
FRA
1587
Front Row Advisors
California
$75K – – –
WDL
1588
Well Done LLC
Michigan
$74K +$74K +1,191 New
RWP
1589
RWA Wealth Partners
Massachusetts
$71K +$71K +1,132 New
GTAM
1590
Global Trust Asset Management
Florida
$69K – – –
AIM
1591
Arcadia Investment Management
Michigan
$65K – – –
OBWP
1592
O'Brien Wealth Partners
Massachusetts
$63K +$63K +1,005 New
SIAS
1593
Shine Investment Advisory Services
Colorado
$62K – – –
WAS
1594
WESPAC Advisors SoCal
California
$62K – – –
NCM
1595
Northstar Capital Management
New York
$62K – – –
SWMG
1596
Signature Wealth Management Group
Georgia
$59K -$5.38K -86 -8%
EARNEST Partners
1597
EARNEST Partners
Georgia
$58K – – –
SBL
1598
Sargent Bickham Lagudis
Colorado
$57K -$8.45K -136 -13%
HDIM
1599
Hanson & Doremus Investment Management
Vermont
$57K – – –
ADL
1600
Asset Dedication LLC
California
$57K +$6.18K +100 +12%
62 63
64
65 66