MO icon

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 %
IA
1401
Independence Advisors
Pennsylvania
$270K -$399 -8 -0.1%
RPWA
1402
Regent Peak Wealth Advisors
Georgia
$270K +$270K +5,428 New
JIP
1403
JBJ Investment Partners
South Carolina
$269K -$8.68K -174 -3%
PBO
1404
Peoples Bank (Ohio)
Ohio
$269K -$3.59K -72 -1%
TL
1405
TrueWealth LLC
Georgia
$268K -$12K -241 -4%
CAM
1406
Concorde Asset Management
Michigan
$267K -$54.3K -1,093 -17%
SRC
1407
Shufro Rose & Co
New York
$265K -$10K -200 -4%
SRIM
1408
Saratoga Research & Investment Management
California
$265K – – –
CCT
1409
Capital City Trust
Florida
$265K +$3.09K +62 +1%
FNBOH
1410
First National Bank of Hutchinson
Kansas
$265K +$265K +5,306 New
TF
1411
TimeScale Financial
Massachusetts
$264K -$16.4K -330 -6%
WA
1412
WealthTrust Axiom
Pennsylvania
$264K – – –
SWMG
1413
Strategic Wealth Management Group
Maryland
$264K +$5.58K +112 +2%
FWM
1414
Focused Wealth Management
New York
$264K +$7.73K +155 +3%
CICI
1415
Capital Investment Counsel Inc
North Carolina
$263K -$77.7K -1,560 -23%
RIM
1416
Regent Investment Management
Kentucky
$263K -$54.5K -1,092 -17%
WA
1417
Winfield Associates
Ohio
$263K -$25K -500 -9%
PAIM
1418
Punch & Associates Investment Management
Minnesota
$262K +$15.7K +315 +6%
CCM
1419
Chilton Capital Management
Texas
$261K -$48.9K -980 -16%
B
1420
Bailard
California
$261K -$20.4K -410 -7%
GWS
1421
Glassman Wealth Services
Virginia
$261K +$65.2K +1,305 +33%
BFO
1422
Biltmore Family Office
North Carolina
$261K +$261K +5,138 New
CW
1423
CreativeOne Wealth
Kansas
$260K -$52.6K -1,054 -17%
ST
1424
Smithfield Trust
Pennsylvania
$260K -$15K -300 -5%
RIG
1425
Roosevelt Investment Group
New York
$259K -$13.5K -270 -5%
55 56
57
58 59