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Altria Group
MO

Overview Fund Activity

1,755 hedge funds and large institutions have $58.9B invested in Altria Group in 2019 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 507 increasing their positions, 775 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,755
Holders Change
+189
Holders Change %
+12.07%
% of All Funds
34.66%
Holding in Top 10
29
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+70.59%
% of All Funds
0.57%
New
285
Increased
507
Reduced
775
Closed
78
Calls
$566M
Puts
$873M
Net Calls
-$307M
Net Calls Change
-$139M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$676M
2
Capital World Investors
Capital World Investors
California
+$399M
3
LPC
Lone Pine Capital
Connecticut
+$177M
4
IFP
Independent Franchise Partners
United Kingdom
+$156M
5
SCM
Suvretta Capital Management
New York
+$143M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$319M
2
Renaissance Technologies
Renaissance Technologies
New York
-$305M
3
Fidelity International
Fidelity International
Bermuda
-$199M
4
Two Sigma Investments
Two Sigma Investments
New York
-$179M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
1076
R.M. Davis Inc
Maine
$543K -$19K -380 -3%
CG
1077
CFO4Life Group
Texas
$543K +$4.24K +85 +0.8%
DIM
1078
Delta Investment Management
California
$542K +$287K +5,744 +112%
1SB
1079
1ST Source Bank
Indiana
$540K – – –
TG
1080
TCW Group
California
$540K – – –
BFA
1081
Beacon Financial Advisory
Ohio
$540K +$540K +10,835 New
RC
1082
Roundview Capital
New Jersey
$539K +$539K +10,796 New
TAM
1083
Townsend Asset Management
North Carolina
$538K +$538K +10,785 New
SOAMC
1084
Spirit of America Management Corp
New York
$537K – – –
WI
1085
Wintrust Investments
Illinois
$536K -$195K -3,911 -27%
SIM
1086
Sonora Investment Management
Arizona
$535K -$92.8K -1,860 -15%
MA
1087
Montag & Associates
Georgia
$535K – – –
SLT
1088
St Louis Trust
Missouri
$534K – – –
NL
1089
NWAM LLC
Washington
$534K +$9.99K +200 +2%
BWP
1090
Bernardo Wealth Planning
Pennsylvania
$532K -$14K -280 -3%
WCM
1091
Whitener Capital Management
North Carolina
$531K +$29.1K +583 +6%
HR
1092
Hayden Royal
North Carolina
$531K +$25.6K +565 +5%
FCA
1093
FLC Capital Advisors
California
$529K -$102K -2,038 -16%
EF
1094
Exeter Financial
Arizona
$528K -$66K -1,321 -11%
AWE
1095
Avidian Wealth Enterprises
Texas
$526K -$119K -2,394 -19%
NFG
1096
Nations Financial Group
Iowa
$524K +$94.1K +1,884 +22%
PMG
1097
ProVise Management Group
Florida
$523K +$93.9K +1,882 +22%
PL
1098
Plancorp LLC
Missouri
$520K +$79.5K +1,594 +18%
GD
1099
Grandfield & Dodd
New York
$515K – – –
SWA
1100
Stratos Wealth Advisors
Ohio
$514K -$413K -8,284 -45%
42 43
44
45 46