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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 %
SFG
1326
Summit Financial Group
West Virginia
$216K -$39.3K -1,000 -15%
RFN
1327
RDA Financial Network
Iowa
$216K -$15.7K -400 -7%
GLA
1328
Great Lakes Advisors
Illinois
$216K -$10.5K -268 -5%
EA
1329
Ellsworth Advisors
Ohio
$215K +$215K +5,469 New
BS
1330
Banco Santander
Spain
$214K -$253K -6,445 -54%
WCM
1331
Whitener Capital Management
North Carolina
$214K -$80.4K -2,054 -27%
GC
1332
Garde Capital
Washington
$214K +$1.1K +28 +0.5%
NQWM
1333
Northwest Quadrant Wealth Management
Oregon
$213K +$213K +5,426 New
SBSB
1334
Sullivan, Bruyette, Speros & Blaney
Virginia
$212K -$14.7K -373 -6%
ZCM
1335
Zebra Capital Management
Connecticut
$212K +$212K +5,401 New
KFA
1336
Kelleher Financial Advisors
New York
$211K -$15.6K -400 -7%
PHAM
1337
Palisades Hudson Asset Management
Florida
$211K – – –
GFS
1338
GYL Financial Synergies
Connecticut
$211K +$1.69K +43 +0.8%
NEWAS
1339
N.E.W. Advisory Services
Wisconsin
$211K +$211K +5,384 New
FMTCOCP
1340
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$210K -$35.3K -900 -14%
TFO
1341
Tarbox Family Office
California
$210K +$41.7K +1,061 +25%
AIM
1342
Aspen Investment Management
Michigan
$209K – – –
SDWMA
1343
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K – – –
CCT
1344
Capital City Trust
Florida
$209K +$784 +20 +0.4%
SWMG
1345
Strategic Wealth Management Group
Maryland
$209K +$1.49K +38 +0.7%
SRIM
1346
Saratoga Research & Investment Management
California
$208K – – –
FLPIM
1347
F.L. Putnam Investment Management
Massachusetts
$206K -$69.2K -1,766 -25%
SHWM
1348
Smith & Howard Wealth Management
Georgia
$206K -$41.1K -1,045 -17%
ZIC
1349
ZWJ Investment Counsel
Georgia
$205K -$1.77M -45,023 -90%
QCG
1350
Quadrant Capital Group
Ohio
$205K -$490K -12,522 -71%
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