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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 %
CIAS
1676
CBIZ Investment Advisory Services
Ohio
$43K – – –
BWA
1677
Burt Wealth Advisors
Maryland
$41K -$4.22K -85 -9%
CFD
1678
Creative Financial Designs
Indiana
$39K – – –
WAS
1679
Winch Advisory Services
Wisconsin
$38K +$30K +606 +374%
RCG
1680
Ruggie Capital Group
Florida
$38K +$38K +757 New
JIR
1681
James Investment Research
Ohio
$37K – – –
HWM
1682
HighMark Wealth Management
Minnesota
$37K +$37K +757 New
SC
1683
Solstein Capital
California
$36K +$36K +725 New
PO
1684
Private Ocean
California
$33K – – –
ADL
1685
Asset Dedication LLC
California
$33K +$3.03K +61 +10%
AWM
1686
AllSquare Wealth Management
New York
$32K -$13.6K -275 -30%
BC
1687
Barnett & Company
Tennessee
$30K +$27.3K +543 +1,006%
NSCM
1688
New South Capital Management
Tennessee
$30K +$30K +600 New
AIS
1689
Accurate Investment Solutions
Pennsylvania
$29K +$4.12K +82 +17%
MF
1690
Manchester Financial
California
$28K +$28K +560 New
SCA
1691
Stuart Chaussee & Associates
California
$27K – – –
SQA
1692
Simon Quick Advisors
New Jersey
$27K +$22.6K +451 +518%
CMA
1693
Cedar Mountain Advisors
Oregon
$27K +$27K +548 New
CTB
1694
Country Trust Bank
Illinois
$26K – – –
RIA
1695
RPG Investment Advisory
California
$25K – – –
HF
1696
Halpern Financial
Virginia
$25K +$25K +500 New
HDIM
1697
Hanson & Doremus Investment Management
Vermont
$23K – – –
CYG
1698
Clean Yield Group
Vermont
$23K – – –
PK
1699
Pflug Koory
Nebraska
$22K – – –
BRC
1700
Bell Rock Capital
Delaware
$22K +$247 +5 +1%
66 67
68
69 70