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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 %
AAP
1551
Aristotle Atlantic Partners
Florida
$204K +$204K +4,080 New
LFG
1552
LifePlan Financial Group
Ohio
$202K -$91.7K -1,834 -31%
YIA
1553
YHB Investment Advisors
Connecticut
$202K +$202K +4,038 New
EWA
1554
ERTS Wealth Advisors
Michigan
$202K +$202K +4,042 New
CWP
1555
Capital Wealth Planning
Florida
$202K +$202K +4,048 New
SAM
1556
Sawgrass Asset Management
Florida
$201K +$201K +4,024 New
BAM
1557
Bellevue Asset Management
Washington
$201K +$201K +4,030 New
CAM
1558
Cidel Asset Management
Ontario, Canada
$200K +$200K +4,000 New
ACP
1559
Aviance Capital Partners
Florida
$200K +$200K +4,015 New
GAM
1560
Gemmer Asset Management
California
$199K -$798 -16 -0.4%
PMFA
1561
Plante Moran Financial Advisors
Michigan
$196K +$25.6K +515 +15%
CCMW
1562
Cypress Capital Management (Wyoming)
Wyoming
$195K – – –
GCM
1563
Gables Capital Management
Florida
$190K -$206K -4,143 -52%
CIA
1564
CSat Investment Advisory
Michigan
$188K +$28.4K +568 +18%
RBC
1565
Roble Belko & Company
Pennsylvania
$186K – – –
FMB
1566
Field & Main Bank
Kentucky
$185K -$17.5K -350 -9%
SMG
1567
Spectrum Management Group
Indiana
$178K – – –
LWANC
1568
Laurel Wealth Advisors (North Carolina)
North Carolina
$178K +$4.98K +100 +3%
WG
1569
Welch Group
Alabama
$174K +$16.4K +328 +10%
FPS
1570
Fieldpoint Private Securities
Connecticut
$169K +$50.1K +1,003 +42%
BBA
1571
Braun-Bostich & Associates
Pennsylvania
$167K +$167K +3,390 New
HCM
1572
Highlander Capital Management
New Jersey
$164K -$27.4K -550 -14%
BWM
1573
Baystate Wealth Management
Massachusetts
$161K +$3.14K +63 +2%
ACM
1574
Anfield Capital Management
California
$157K +$157K +3,390 New
GFPC
1575
Global Financial Private Client
Florida
$156K +$156K +3,131 New
61 62
63
64 65