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Altria Group

1,567 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, 558 increasing their positions, 693 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $564M | Put options by funds: $400M

1% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 115

0% more capital invested

Capital invested by funds: $45.8B → $46B (+$124M)

1% less funds holding

Funds holding: 1,5771,567 (-10)

0.85% less ownership

Funds ownership: 63.8%62.95% (-0.85%)

19% less repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 693

22% less funds holding in top 10

Funds holding in top 10: 2318 (-5)

Holders
1,567
Holders Change
-10
Holders Change %
-0.63%
% of All Funds
32.12%
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
558
Reduced
693
Closed
115
Calls
$564M
Puts
$400M
Net Calls
+$165M
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
301
Grassi Investment Management
California
$5.28M -$9.75K -250 -0.2%
CAM
302
Centre Asset Management
New York
$5.27M -$3.37M -86,280 -39%
BFA
303
Benedict Financial Advisors
Georgia
$5.24M +$344K +8,827 +7%
CSS
304
Cubist Systematic Strategies
Connecticut
$5.24M +$1.97M +50,446 +61%
SAM
305
Silvercrest Asset Management
New York
$5.19M -$43.2K -1,107 -0.8%
DILIC
306
Dai-ichi Life Insurance Company
Japan
$5.16M -$149K -3,814 -3%
CSIC
307
Clifford Swan Investment Counsel
California
$5.12M +$3.12K +80 +0.1%
FF
308
Fluent Financial
Texas
$5.11M +$732K +18,759 +17%
Lazard Asset Management
309
Lazard Asset Management
New York
$5.1M +$747K +19,151 +17%
MDCM
310
Morgan Dempsey Capital Management
Wisconsin
$5.09M +$405K +10,382 +9%
DA
311
Duality Advisers
Florida
$5.06M +$5.03M +128,813 New
TF
312
TIAA FSB
Florida
$5.03M -$255K -6,538 -5%
AWM
313
AE Wealth Management
Kansas
$4.97M -$139K -3,559 -3%
NMERB
314
New Mexico Educational Retirement Board
New Mexico
$4.93M +$320K +8,200 +7%
Walleye Trading
315
Walleye Trading
New York
$4.93M -$470K -12,035 -9%
EDRH
316
Edmond de Rothschild Holding
Switzerland
$4.93M
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$4.9M +$699K +17,904 +17%
AMI
318
Amica Mutual Insurance
Rhode Island
$4.77M
Point72 Asset Management
319
Point72 Asset Management
Connecticut
$4.76M -$20.4M -524,048 -81%
BIM
320
Bridges Investment Management
Nebraska
$4.73M -$101K -2,597 -2%
CBT
321
Capital Bank & Trust
California
$4.68M +$509K +13,045 +12%
TAM
322
Taurus Asset Management
New York
$4.67M +$1.13M +29,000 +32%
KFP
323
Keystone Financial Planning
Ohio
$4.67M -$2.77K -71 -0.1%
HTI
324
Hikari Tsushin Inc
Japan
$4.61M
PP
325
Paloma Partners
Connecticut
$4.61M +$2.14M +54,929 +88%

MO Hedge Fund Activity: Q2 2020 in Review

1,567 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2020, worth a combined $46B — up 0.27% from $45.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new MO positions and 115 closed out — a net gain of 1 holder — while 558 added to existing stakes and 693 trimmed.

The largest buyer was Capital World Investors, adding an estimated $547M. The largest seller was Fidelity Investments, cutting an estimated $814M.

  • 1,567 institutional investors held Altria Group (MO) as of Q2 2020, down from 1,577 in Q1 2020.
  • Funds reported $46B of Altria Group stock for Q2 2020, up 0.27% quarter-over-quarter.
  • 116 funds opened new Altria Group positions in Q2 2020 and 115 closed out, a net change of +1 holder.
  • The largest Altria Group buyer in Q2 2020 was Capital World Investors, an estimated $547M added.
  • The largest Altria Group seller in Q2 2020 was Fidelity Investments, an estimated $814M sold.

Based on aggregated 13F filings for Q2 2020.