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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 %
DAC
1301
Dividend Assets Capital
South Carolina
$316K -$1.33K -27 -0.4%
CA
1302
Cornerstone Advisory
Maryland
$315K -$152K -3,073 -33%
CT
1303
Cambridge Trust
Massachusetts
$315K -$52.4K -1,063 -14%
BCM
1304
Becker Capital Management
Oregon
$314K -$34.2K -693 -10%
WA
1305
Winfield Associates
Ohio
$314K – – –
SFS
1306
Summit Financial Strategies
Ohio
$313K – – –
TA
1307
TFG Advisers
Michigan
$313K +$313K +6,347 New
BP
1308
Ballentine Partners
Massachusetts
$312K -$57K -1,152 -15%
P
1309
&Partners
Tennessee
$312K +$312K +6,313 New
MHIC
1310
Marble Harbor Investment Counsel
Massachusetts
$311K +$1.09K +22 +0.4%
WDA
1311
Wendell David Associates
New Hampshire
$310K -$38K -768 -11%
LIA
1312
LBMC Investment Advisors
Tennessee
$310K +$13.4K +270 +5%
WAG
1313
Winthrop Advisory Group
Massachusetts
$307K -$8.49K -172 -3%
WB
1314
Webster Bank
Connecticut
$306K -$47.9K -972 -14%
SIM
1315
SSI Investment Management
California
$305K -$1.04K -21 -0.3%
EWM
1316
Executive Wealth Management
Michigan
$303K +$303K +6,142 New
KTA
1317
Keeley-Teton Advisors
Illinois
$302K – – –
BMC
1318
Benin Management Corp
Connecticut
$302K +$1.24K +25 +0.4%
EWM
1319
Edge Wealth Management
New York
$302K +$104K +2,105 +52%
GIM
1320
Greylin Investment Management
Virginia
$301K +$18.5K +375 +7%
MPI
1321
Mairs & Power Inc
Minnesota
$300K -$12.3K -250 -4%
IP
1322
Intellectus Partners
California
$300K +$10.6K +211 +4%
UF
1323
Univest Financial
Pennsylvania
$300K +$11.1K +224 +4%
FA
1324
FCG Advisors
New Jersey
$300K +$36.3K +735 +14%
TF
1325
TimeScale Financial
Massachusetts
$300K +$300K +6,081 New
51 52
53
54 55