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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 %
UAS
876
United Asset Strategies
New York
$602K +$57.6K +1,467 +11%
CCM
877
Coldstream Capital Management
Washington
$602K +$114K +2,902 +23%
FCBT
878
First Citizens Bank & Trust
North Carolina
$600K -$8.95K -228 -1%
PWW
879
Pettyjohn Wood & White
Virginia
$600K – – –
BCWM
880
Bartlett & Co Wealth Management
Ohio
$599K -$515K -12,846 -46%
NGA
881
Naples Global Advisors
Florida
$598K -$55.7K -1,417 -9%
OPTFSNA
882
Old Point Trust & Financial Services N A
Virginia
$598K -$17.7K -450 -3%
IWC
883
Integrated Wealth Concepts
Massachusetts
$598K -$17K -433 -3%
WG
884
Welch Group
Alabama
$598K -$12.7K -323 -2%
CHA
885
Carmichael Hill & Associates
Maryland
$595K -$21.4K -546 -3%
OPS
886
Orion Portfolio Solutions
Nebraska
$594K -$251K -6,399 -30%
SWM
887
Strategic Wealth Management
Washington
$594K +$4.91K +125 +0.8%
ET
888
Equitable Trust
Tennessee
$592K – – –
WP
889
WealthSource Partners
California
$592K +$97.5K +2,486 +20%
ICM
890
IMS Capital Management
Oregon
$591K -$3.3K -84 -0.6%
MPCG
891
Matrix Private Capital Group
New York
$590K -$11.8K -294 -2%
CWM
892
Centric Wealth Management
Illinois
$589K +$177K +4,507 +43%
ZF
893
Zhang Financial
Michigan
$588K -$66.1K -1,683 -10%
PP
894
Pegasus Partners
Wisconsin
$588K +$174K +4,443 +42%
BC
895
Bartlett & Co
Ohio
$586K -$504K -12,846 -46%
TPWA
896
TRUE Private Wealth Advisors
Oregon
$583K -$51.2K -1,279 -8%
CAM
897
Columbia Asset Management
Michigan
$582K +$941 +24 +0.2%
SSWM
898
Smith Salley Wealth Management
North Carolina
$581K -$14.2K -362 -2%
SCM
899
Shelton Capital Management
Colorado
$580K -$13.5K -343 -2%
CI Investments Inc
900
CI Investments Inc
Ontario, Canada
$578K +$142K +3,626 +33%
34 35
36
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