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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 %
MFW
1201
Meristem Family Wealth
Minnesota
$420K -$14.4K -289 -3%
FG
1202
Fiduciary Group
Georgia
$420K +$2.7K +54 +0.6%
9WM
1203
9258 Wealth Management
Ohio
$420K +$420K +8,423 New
DY
1204
Dowling & Yahnke
California
$418K +$8.64K +173 +2%
LOAMS
1205
Lombard Odier Asset Management (Switzerland)
Switzerland
$418K +$36.5K +731 +10%
OC
1206
Oakworth Capital
Alabama
$417K -$2.61K -52 -0.6%
PFM
1207
Parsec Financial Management
North Carolina
$417K +$300 +6 +0.1%
CCMG
1208
Clark Capital Management Group
Pennsylvania
$416K -$119K -2,382 -22%
CAAS
1209
Capital Asset Advisory Services
Michigan
$416K +$416K +9,139 New
CPA
1210
Court Place Advisors
Maryland
$415K -$7.43K -149 -2%
MCWA
1211
Meadow Creek Wealth Advisors
Georgia
$415K +$415K +8,323 New
PIMG
1212
Patriot Investment Management Group
Tennessee
$413K -$15.9K -320 -4%
TFS
1213
TrustCore Financial Services
Tennessee
$413K +$50 +1 +0%
SC
1214
Stratford Consulting
Texas
$412K +$6.94K +139 +2%
MSS
1215
Mitchell Sinkler & Starr
Pennsylvania
$410K – – –
CA
1216
Claro Advisors
Massachusetts
$410K +$38.3K +767 +10%
BP
1217
Ballentine Partners
Massachusetts
$409K -$8.13K -163 -2%
CS
1218
Candriam SCA
Luxembourg
$409K – – –
UF
1219
Univest Financial
Pennsylvania
$409K +$3.92K +58 +1%
FP
1220
Financial Perspectives
Minnesota
$405K +$405K +8,123 New
WHRC
1221
W.H. Reaves & Co
New Jersey
$404K +$4.99K +100 +1%
FWP
1222
FAS Wealth Partners
Kansas
$402K -$549 -11 -0.1%
CIM
1223
CIM Investment Management
Pennsylvania
$402K – – –
WCAMG
1224
Woodard & Company Asset Management Group
North Carolina
$401K -$4.99K -100 -1%
RIM
1225
Redwood Investment Management
Arizona
$401K +$42.9K +860 +12%
47 48
49
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