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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 %
LC
1626
Lindbrook Capital
California
$96K +$23.6K +473 +33%
WCM
1627
Wealthcare Capital Management
Virginia
$93K +$7.01K +141 +8%
GSC
1628
G&S Capital
Colorado
$92K -$5.01K -101 -5%
KFS
1629
Kelly Financial Services
Massachusetts
$90.8K -$349 -7 -0.4%
BCA
1630
Berman Capital Advisors
Georgia
$90K +$15K +306 +20%
AWA
1631
Artemis Wealth Advisors
New York
$89.5K +$89.5K +1,794 New
PCM
1632
Penserra Capital Management
California
$89K +$4.88K +106 +6%
CWM
1633
Cranbrook Wealth Management
Michigan
$87K -$41.1K -821 -32%
LWM
1634
Liberty Wealth Management
California
$85K -$1.09K -22 -1%
CCM
1635
Copeland Capital Management
Pennsylvania
$85K – – –
TIM
1636
Tortoise Investment Management
New York
$83K +$32.6K +650 +65%
EAM
1637
Erste Asset Management
Austria
$79.3K -$148K -2,975 -65%
FPFS
1638
First Personal Financial Services
North Carolina
$79K -$21.6K -436 -21%
BCM
1639
Bourgeon Capital Management
Connecticut
$77K – – –
TCM
1640
Tradewinds Capital Management
Washington
$77K +$15K +300 +24%
LWA
1641
Lenox Wealth Advisors
New York
$76K -$41.5K -836 -35%
CPA
1642
Cowen Prime Advisors
New York
$75K – – –
SSWG
1643
Seven Springs Wealth Group
Tennessee
$75K +$75K +1,500 New
LD
1644
Lipe & Dalton
New York
$74K +$74K +1,475 New
IRAG
1645
Investment Research & Advisory Group
Georgia
$73K +$73K +1,467 New
TCCM
1646
Timber Creek Capital Management
Massachusetts
$71K – – –
NCM
1647
New Capital Management
Texas
$71K – – –
BEI
1648
Benjamin Edwards Inc
Missouri
$70K – – –
PAI
1649
Pittenger & Anderson Inc
Nebraska
$67K – – –
GTAM
1650
Global Trust Asset Management
Florida
$66K – – –
64 65
66
67 68