MO icon

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 %
ESB
1001
Essex Savings Bank
Connecticut
$654K +$654K +13,247 New
MWM
1002
Marietta Wealth Management
Georgia
$647K -$84.7K -1,716 -12%
AAM
1003
American Asset Management
Florida
$647K +$17.5K +355 +3%
ZIC
1004
ZWJ Investment Counsel
Georgia
$646K +$6.08K +123 +0.9%
TG
1005
TCW Group
California
$642K -$142K -2,869 -18%
RCM
1006
RB Capital Management
Nevada
$641K -$85.5K -1,731 -12%
SFWA
1007
Summit Financial Wealth Advisors
Louisiana
$641K -$34K -689 -5%
SDAM
1008
Shulman DeMeo Asset Management
New York
$641K +$641K +12,987 New
IWP
1009
Icon Wealth Partners
Texas
$639K -$123K -2,483 -16%
LP
1010
LMR Partners
United Kingdom
$639K +$434K +8,785 +212%
PPP
1011
Private Portfolio Partners
New Jersey
$639K +$639K +12,934 New
BS
1012
Boenning & Scattergood
Pennsylvania
$636K +$69.4K +1,405 +12%
EWA
1013
Exencial Wealth Advisors
Oklahoma
$630K -$99.6K -2,015 -14%
WPA
1014
West Paces Advisors
Georgia
$629K -$34.2K -692 -5%
SFS
1015
Strategic Financial Services
New York
$629K +$278K +5,620 +79%
VAG
1016
VisionPoint Advisory Group
Texas
$628K +$628K +12,720 New
EM
1017
Excalibur Management
Massachusetts
$625K – – –
CFG
1018
Citizens Financial Group
Rhode Island
$618K -$7.5K -152 -1%
AB
1019
AT Bancorp
Iowa
$615K +$3.56K +72 +0.6%
FFC
1020
First Financial Corp
Indiana
$614K -$22.8K -462 -4%
EIG
1021
Ellenbecker Investment Group
Wisconsin
$613K -$6.23K -126 -1%
1SB
1022
1ST Source Bank
Indiana
$611K -$21K -425 -3%
CCMG
1023
Clark Capital Management Group
Pennsylvania
$611K +$91K +1,843 +18%
CAI
1024
Capital Advisors Inc
Oklahoma
$610K +$18.1K +367 +3%
PIP
1025
Peachtree Investment Partners
Florida
$609K +$609K +12,335 New
39 40
41
42 43