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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 %
DWM
1751
Dakota Wealth Management
Florida
– -$226K -3,170 Closed
LFS
1752
Legacy Financial Strategies
Kansas
– -$226K -3,160 Closed
FUBT
1753
First United Bank & Trust
Maryland
– -$225K -3,156 Closed
MVA
1754
Mount Vernon Associates
Maryland
– -$225K -3,150 Closed
SIA
1755
Starfire Investment Advisers
Michigan
– -$225K -3,150 Closed
PCM
1756
Pointe Capital Management
Michigan
– -$225K -3,150 Closed
NIM
1757
Northeast Investment Management
Massachusetts
– -$224K -3,143 Closed
HBT
1758
Hills Bank & Trust
Iowa
– -$222K -3,115 Closed
SGK
1759
Steigerwald Gordon & Koch
Virginia
– -$220K -3,085 Closed
MLFP
1760
MPS Loria Financial Planners
Illinois
– -$220K -3,083 Closed
GIM
1761
Goelzer Investment Management
Indiana
– -$220K -3,081 Closed
WSCM
1762
Wellington Shields Capital Management
New York
– -$219K -3,066 Closed
HWM
1763
Highwater Wealth Management
Colorado
– -$218K -3,051 Closed
SWM
1764
Sanctuary Wealth Management
Idaho
– -$216K -3,029 Closed
BCM
1765
BTC Capital Management
Iowa
– -$216K -3,024 Closed
BWP
1766
BSW Wealth Partners
Colorado
– -$216K -3,021 Closed
HHGA
1767
Halbert Hargrove Global Advisors
California
– -$215K -3,010 Closed
MCM
1768
Marathon Capital Management
Maryland
– -$212K -2,980 Closed
CCM
1769
Copeland Capital Management
Pennsylvania
– -$213K -2,978 Closed
NF
1770
Nikulski Financial
Iowa
– -$211K -2,959 Closed
CVM
1771
Cheviot Value Management
California
– -$210K -2,936 Closed
FC
1772
FCA Corp
Texas
– -$209K -2,925 Closed
GIA
1773
GHP Investment Advisors
Colorado
– -$208K -2,916 Closed
SFG
1774
StrategIQ Financial Group
Indiana
– -$207K -2,898 Closed
RB
1775
Rodgers Brothers
Pennsylvania
– -$206K -2,885 Closed
69 70
71
72 73