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 %
RG
1051
Rikoon Group
New Mexico
$570K +$9.88K +200 +2%
FIM
1052
Frontier Investment Management
Texas
$569K -$50.1K -1,015 -8%
WHRC
1053
W.H. Reaves & Co
New Jersey
$568K -$225K -4,550 -28%
MIM
1054
Marco Investment Management
Georgia
$565K -$74.6K -1,511 -12%
EGA
1055
E&G Advisors
Texas
$565K +$193K +3,900 +52%
VNA
1056
Valley National Advisers
Pennsylvania
$564K +$32.2K +651 +6%
SBWM
1057
Sunflower Bank Wealth Management
Arizona
$560K -$73.8K -1,494 -12%
SWRP
1058
Summit Wealth & Retirement Planning
California
$560K +$560K +11,343 New
H
1059
HoyleCohen
California
$559K -$4.44K -90 -0.8%
JHCP
1060
Jackson Hole Capital Partners
Oklahoma
$559K +$559K +11,324 New
DJSG
1061
D.J. St. Germain
Massachusetts
$553K +$79K +1,600 +17%
SWM
1062
SVA Wealth Management
Wisconsin
$551K -$74.5K -1,507 -12%
CSPIA
1063
Cary Street Partners Investment Advisory
Virginia
$551K +$551K +11,164 New
BW
1064
Bison Wealth
Georgia
$550K -$2.62K -53 -0.5%
ECG
1065
Edge Capital Group
Georgia
$550K +$550K +11,146 New
BWCS
1066
Beirne Wealth Consulting Services
Connecticut
$548K +$548K +10,914 New
SAM
1067
Sawgrass Asset Management
Florida
$546K -$11.1K -225 -2%
GCA
1068
Guardian Capital Advisors
Ontario, Canada
$544K – – –
TSWM
1069
Triangle Securities Wealth Management
North Carolina
$544K +$40.2K +814 +8%
SSWM
1070
Smith Salley Wealth Management
North Carolina
$543K -$58.4K -1,182 -10%
SWA
1071
Sutton Wealth Advisors
Florida
$542K -$60.1K -1,216 -10%
ANTB
1072
AMG National Trust Bank
Colorado
$542K +$542K +10,980 New
PWP
1073
Principle Wealth Partners
Connecticut
$541K +$541K +10,962 New
SS
1074
Sunbelt Securities
Texas
$538K +$12.9K +262 +2%
CGA
1075
Crescent Grove Advisors
Illinois
$536K +$753 +15 +0.1%
41 42
43
44 45