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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 %
WWM
1101
Western Wealth Management
Colorado
$514K -$259K -5,188 -34%
CAC
1102
Certified Advisory Corp
Florida
$514K -$79.6K -1,595 -13%
HFBOT
1103
Home Federal Bank of Tennessee
Tennessee
$511K – – –
SAM
1104
Security Asset Management
New York
$510K -$71.8K -1,438 -12%
USGIU
1105
U.S. Global Investors (USGI)
Texas
$510K – – –
EDRIA
1106
Edmonds Duncan Registered Investment Advisors
Kansas
$508K – – –
MRCM
1107
M&R Capital Management
New Jersey
$503K -$34.2K -686 -6%
PA
1108
Procyon Advisors
Connecticut
$503K +$503K +10,081 New
SAMC
1109
Spectrum Asset Management (California)
California
$502K +$101K +2,030 +25%
FWM
1110
Frontier Wealth Management
Missouri
$498K -$240K -4,801 -32%
WEC
1111
Winslow Evans & Crocker
Massachusetts
$498K -$7.12K -142 -1%
DWM
1112
Dakota Wealth Management
Florida
$498K -$1.7K -34 -0.3%
WMA
1113
Wealth Management Associates
New Jersey
$497K +$4.64K +93 +0.9%
PWM
1114
PBMares Wealth Management
Virginia
$497K +$497K +9,963 New
WAAG
1115
Wealth Alliance Advisory Group
Kansas
$493K – – –
KWMG
1116
King Wealth Management Group
Florida
$491K +$299 +6 +0.1%
PFO
1117
Pathstone Family Office
New Jersey
$486K +$48.4K +97 +11%
FFA
1118
First Foundation Advisors
California
$486K +$20.3K +406 +4%
CP
1119
Cumberland Partners
Ontario, Canada
$486K +$486K +9,737 New
SWM
1120
SVA Wealth Management
Wisconsin
$485K -$98.3K -1,970 -17%
PFGIA
1121
Patriot Financial Group Insurance Agency
Massachusetts
$483K -$21K -421 -4%
PCA
1122
Personal Capital Advisors
California
$483K +$69.1K +1,385 +17%
LWM
1123
Laidlaw Wealth Management
New York
$483K +$483K +9,676 New
AIM
1124
Allen Investment Management
New York
$480K – – –
CB
1125
Community Bank
New York
$478K -$356K -7,138 -43%
43 44
45
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