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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 %
AWA
926
Arete Wealth Advisors
Illinois
$779K +$101K +2,043 +15%
BB
927
Busey Bank
Illinois
$774K -$3.21K -65 -0.4%
FC
928
Forte Capital
New York
$771K -$67.8K -1,374 -8%
I
929
IberiaBank
Louisiana
$769K -$92.2K -1,865 -11%
OIM
930
Orca Investment Management
Oregon
$768K +$15.3K +309 +2%
DWM
931
Dorchester Wealth Management
Quebec, Canada
$766K – – –
BSB
932
Bangor Savings Bank
Maine
$763K -$12.4K -250 -2%
SWA
933
Stratos Wealth Advisors
Ohio
$761K +$761K +15,409 New
RMAM
934
Raab & Moskowitz Asset Management
New Jersey
$760K +$296 +6 +0%
PI
935
PEAK6 Investments
Illinois
$758K +$104K +2,099 +16%
LPWM
936
Lake Point Wealth Management
Texas
$757K +$757K +15,332 New
GT
937
Greenleaf Trust
Michigan
$755K -$474K -9,590 -39%
FIM
938
Freedom Investment Management
Connecticut
$750K -$76.5K -1,550 -9%
TCOO
939
Trust Company of Oklahoma
Oklahoma
$749K +$14.8K +300 +2%
IC
940
Intersect Capital
California
$748K -$54.3K -1,098 -7%
FAN
941
Financial Advisors Network
California
$748K +$748K +15,137 New
LPC
942
Loeb Partners Corp
New York
$748K +$748K +15,150 New
MCM
943
Monarch Capital Management
Indiana
$747K +$72.8K +1,475 +11%
ALAM
944
Asahi Life Asset Management
Japan
$747K +$747K +15,130 New
Jones Financial Companies
945
Jones Financial Companies
Missouri
$745K +$143K +2,906 +24%
TWA
946
TCI Wealth Advisors
Arizona
$744K -$59.4K -1,202 -7%
FCA
947
FLC Capital Advisors
California
$743K +$743K +15,044 New
DLA
948
Douglas Lane & Associates
New York
$741K -$43.2K -874 -6%
MC
949
Martin Currie
United Kingdom
$741K – – –
AAS
950
Annex Advisory Services
Wisconsin
$739K -$26.1K -529 -3%
36 37
38
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