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Altria Group
MO

Overview Fund Activity

1,688 hedge funds and large institutions have $59.2B invested in Altria Group in 2018 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 528 increasing their positions, 744 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,688
Holders Change
+28
Holders Change %
+1.69%
% of All Funds
37.67%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.74%
New
206
Increased
528
Reduced
744
Closed
162
Calls
$698M
Puts
$917M
Net Calls
-$219M
Net Calls Change
+$536M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$493M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
3
BlackRock
BlackRock
New York
+$223M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$200M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$94.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$311M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$246M
3
IFP
Independent Franchise Partners
United Kingdom
-$218M
4
Bessemer Group
Bessemer Group
New Jersey
-$177M
5
Bank of America
Bank of America
North Carolina
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPIM
826
Duff & Phelps Investment Management
Illinois
$987K – – –
HAIM
827
Hunter Associates Investment Management
Pennsylvania
$978K +$299K +6,058 +44%
WP
828
WMS Partners
Maryland
$977K +$59.2K +1,199 +6%
BFEC
829
Benjamin F. Edwards & Company
Missouri
$975K -$160K -3,232 -14%
MOS
830
MGO One Seven
Ohio
$974K +$194K +3,930 +25%
SFSG
831
Stearns Financial Services Group
North Carolina
$972K -$21.3K -431 -2%
WPA
832
Winning Points Advisors
Florida
$967K -$3.06K -62 -0.3%
Carson Wealth (CWM LLC)
833
Carson Wealth (CWM LLC)
Nebraska
$964K +$48.5K +981 +5%
IBOK
834
Independence Bank of Kentucky
Kentucky
$964K +$187K +3,780 +24%
RIM
835
Rampart Investment Management
Connecticut
$961K -$354K -7,170 -27%
CBN
836
Cadence Bank NA
Texas
$961K -$61.6K -1,247 -6%
CPO
837
Cerity Partners OCIO
New York
$960K +$25.1K +509 +3%
AIM
838
Axiom Investment Management
New York
$959K +$959K +19,407 New
WSC
839
Wellington Shields & Co
New York
$955K -$97.9K -1,983 -9%
OAM
840
Oxford Asset Management
United Kingdom
$948K -$215K -4,362 -19%
NWP
841
Northstar Wealth Partners
Connecticut
$948K -$10.8K -219 -1%
MBT
842
Monroe Bank & Trust
Michigan
$948K +$3.9K +79 +0.4%
PI
843
Pathlight Investors
Arizona
$946K +$946K +19,045 New
SFA
844
Semmax Financial Advisors
North Carolina
$942K +$942K +19,063 New
CG
845
Caprock Group
Idaho
$941K +$22K +439 +2%
CAL
846
Capital Analysts LLC
Pennsylvania
$939K -$168K -3,393 -15%
RCM
847
Radnor Capital Management
Pennsylvania
$939K +$7.51K +152 +0.8%
RA
848
RFG Advisory
Alabama
$937K -$277K -5,619 -23%
RM
849
Resource Management
Louisiana
$936K +$23.1K +469 +3%
OIA
850
OneDigital Investment Advisors
Kansas
$935K +$95.7K +1,938 +11%
32 33
34
35 36