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Altria Group
MO

Overview Fund Activity

1,562 hedge funds and large institutions have $46B invested in Altria Group in 2020 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 557 increasing their positions, 690 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
-10
Holders Change %
-0.64%
% of All Funds
32.11%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.37%
New
116
Increased
557
Reduced
690
Closed
115
Calls
$564M
Puts
$400M
Net Calls
+$165M
Net Calls Change
+$260M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$550M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$203M
3
Renaissance Technologies
Renaissance Technologies
New York
+$173M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$170M
5
Ameriprise
Ameriprise
Minnesota
+$155M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$819M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$234M
3
Citadel Advisors
Citadel Advisors
Florida
-$220M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$157M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
726
Evercore Wealth Management
New York
$892K -$153K -3,900 -15%
CG
727
Caprock Group
Idaho
$892K +$20.7K +517 +2%
EWA
728
Exencial Wealth Advisors
Oklahoma
$889K +$426K +10,863 +92%
YAM
729
Yacktman Asset Management
Texas
$883K – – –
BHBT
730
Burke & Herbert Bank & Trust
Virginia
$883K +$27.8K +708 +3%
GC
731
Grace Capital
Massachusetts
$882K – – –
BUB
732
BBVA USA Bancshares
Texas
$878K -$1.57K -40 -0.2%
ETI
733
Enterprise Trust & Investment
California
$877K -$1.96K -50 -0.2%
WAM
734
Wealthspire Advisors (Maryland)
Maryland
$875K +$78.3K +1,995 +10%
SRAM
735
Stone Ridge Asset Management
New York
$874K -$16.3M -414,600 -95%
GSWM
736
Golden State Wealth Management
California
$872K +$13.5K +344 +2%
EWA
737
EP Wealth Advisors
California
$871K -$51K -1,300 -6%
MLL
738
Moody Lynn & Lieberson
Massachusetts
$871K -$22.7K -577 -3%
CAG
739
Crestwood Advisors Group
Massachusetts
$868K -$13.3K -338 -2%
LWCFA
740
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$867K – – –
FWM
741
Frontier Wealth Management
Missouri
$867K +$172K +4,380 +25%
FFWA
742
FRG Family Wealth Advisors
Washington
$866K – – –
MIAN
743
Mariner Independent Advisor Network
Kansas
$863K -$327K -8,302 -28%
CCA
744
Checchi Capital Advisers
California
$861K +$61.2K +1,560 +8%
APF
745
Alaska Permanent Fund
Alaska
$859K – – –
DPIM
746
Duff & Phelps Investment Management
Illinois
$858K +$23.6K +600 +3%
NONA
747
Ninety One North America
New York
$858K +$50.6K +1,290 +6%
IIM
748
Ipswich Investment Management
Massachusetts
$857K -$39.2K -1,000 -4%
CCG
749
Ceeto Capital Group
Florida
$857K – – –
BCM
750
Bluefin Capital Management
New York
$855K +$243K +6,204 +40%
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