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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 %
RWA
1576
Ropes Wealth Advisors
Massachusetts
$155K -$27.7K -556 -15%
VCM
1577
Versant Capital Management
Arizona
$152K -$21.7K -437 -13%
PA
1578
PSI Advisors
Florida
$152K +$152K +3,059 New
SIAP
1579
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$149K +$72.1K +1,450 +94%
HWM
1580
Howard Wealth Management
Connecticut
$147K +$147K +2,948 New
POIA
1581
Pin Oak Investment Advisors
Texas
$146K -$9.14K -183 -6%
CAL
1582
Capital Advisors Ltd
Ohio
$145K -$3.31K -66 -2%
RG
1583
Retirement Group
California
$145K +$145K +2,910 New
BHWM
1584
Bay Harbor Wealth Management
Maryland
$144K +$350 +7 +0.2%
CB
1585
CNB Bank
Pennsylvania
$143K -$5.19K -104 -4%
BEAM
1586
Baker Ellis Asset Management
Washington
$142K -$99.6K -2,000 -41%
KPW
1587
Kore Private Wealth
New York
$142K +$142K +2,837 New
JWM
1588
Janiczek Wealth Management
Colorado
$139K – – –
HI
1589
Hudock Inc
Pennsylvania
$136K -$25K -508 -16%
ATC
1590
Adirondack Trust Company
New York
$136K -$15.8K -333 -10%
PCFFS
1591
Pacific Center for Financial Services
California
$135K -$32.5K -650 -19%
BAMG
1592
Brand Asset Management Group
Missouri
$134K -$1.2K -24 -0.9%
AAP
1593
Arax Advisory Partners
Colorado
$134K – – –
GDP
1594
Great Diamond Partners
Maine
$134K +$134K +2,686 New
1NWS
1595
1 North Wealth Services
Maryland
$132K – – –
PWMG
1596
Prestige Wealth Management Group
New Jersey
$131K -$3.96K -79 -3%
NSB
1597
Norway Savings Bank
Maine
$130K -$2.5K -50 -2%
WCG
1598
Weaver Consulting Group
California
$130K +$28.6K +700 +28%
JWA
1599
JFS Wealth Advisors
Pennsylvania
$129K – – –
LFA
1600
Lighthouse Financial Advisors
Maryland
$129K +$129K +2,586 New
62 63
64
65 66