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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 %
MFG
1151
Magnus Financial Group
New York
$314K +$71.4K +1,816 +29%
LWM
1152
Laidlaw Wealth Management
New York
$312K -$37.6K -958 -11%
CA
1153
Claro Advisors
Massachusetts
$312K -$25.9K -660 -8%
RG
1154
Rikoon Group
New Mexico
$311K -$40K -1,000 -11%
PFM
1155
Parsec Financial Management
North Carolina
$311K -$2.39K -61 -0.8%
ONST
1156
Old North State Trust
North Carolina
$309K -$7.89K -201 -2%
AWA
1157
ARS Wealth Advisors
Florida
$309K +$5.5K +140 +2%
DY
1158
Dowling & Yahnke
California
$308K -$6.76K -172 -2%
PPSG
1159
Princeton Portfolio Strategies Group
New Jersey
$308K -$3.26K -83 -1%
WB
1160
West Bancorporation
Iowa
$308K – – –
CA
1161
Callahan Advisors
Texas
$307K -$18.1K -461 -6%
BHTS
1162
Bar Harbor Trust Services
Maine
$307K +$3.91K +100 +1%
WB
1163
Webster Bank
Connecticut
$306K – – –
RCM
1164
RB Capital Management
Nevada
$304K -$130K -3,319 -30%
GWMIA
1165
Global Wealth Management Investment Advisory
Florida
$304K -$31.2K -796 -9%
FTC
1166
Farmers Trust Company
Ohio
$304K – – –
CIA
1167
Choate Investment Advisors
Massachusetts
$303K -$42.4K -1,080 -12%
CCA
1168
Cobblestone Capital Advisors
New York
$302K – – –
TSS
1169
Two Sigma Securities
New York
$302K +$302K +7,687 New
IWP
1170
Icon Wealth Partners
Texas
$301K -$60.4K -1,538 -17%
PWM
1171
Perigon Wealth Management
California
$301K -$19.5K -497 -6%
KFGK
1172
Keystone Financial Group (Kentucky)
Kentucky
$301K -$5.53K -141 -2%
RIM
1173
Rockbridge Investment Management
New York
$300K +$300K +7,654 New
WMA
1174
Wealth Management Associates
New Jersey
$300K -$77.1K -1,965 -20%
PL
1175
Plancorp LLC
Missouri
$299K -$20.8K -531 -7%
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