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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
HWM
326
Holloway Wealth Management
Florida
$4.52M
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$4.51M -$296K -7,580 -6%
MBTD
328
Mechanics Bank - Trust Department
California
$4.5M -$90.3K -2,314 -2%
CAC
329
Core Alternative Capital
Georgia
$4.45M +$34K +871 +0.8%
AB
330
Amalgamated Bank
New York
$4.44M -$7M -179,316 -61%
PSP
331
Principal Street Partners
Tennessee
$4.39M -$759K -19,459 -15%
HAI
332
Hennessy Advisors Inc
California
$4.25M -$78K -2,000 -2%
SCP
333
Seizert Capital Partners
Michigan
$4.2M +$295K +7,573 +8%
GG
334
Gofen & Glossberg
Illinois
$4.18M -$92.1K -2,360 -2%
COPPSERS
335
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.17M -$511K -13,087 -11%
Daiwa Securities Group
336
Daiwa Securities Group
Japan
$4.1M
KRS
337
Kentucky Retirement Systems
Kentucky
$4.06M -$941K -24,128 -19%
MIA
338
MainStreet Investment Advisors
Illinois
$4.05M -$326K -8,357 -7%
SC
339
Sepio Capital
Utah
$4.01M +$13.4K +344 +0.3%
LCM
340
LVM Capital Management
Michigan
$4M +$489K +12,535 +14%
AAM
341
AR Asset Management
California
$4M
BRWA
342
B. Riley Wealth Advisors
Florida
$3.98M -$8.7K -223 -0.2%
JFGIW
343
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.96M -$1.45M -37,104 -27%
IFAM
344
Institutional & Family Asset Management
Colorado
$3.93M -$81.1K -2,080 -2%
RIM
345
Redpoint Investment Management
Australia
$3.93M -$112K -2,881 -3%
MHI
346
Miller Howard Investments
New York
$3.92M +$3.9M +100,000 New
PFPT
347
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.9M -$1.97M -50,431 -34%
HCM
348
Hutner Capital Management
Vermont
$3.9M +$31.1K +798 +0.8%
HWA
349
Heritage Wealth Advisors
Virginia
$3.85M -$38.6K -990 -1%
Holocene Advisors
350
Holocene Advisors
New York
$3.78M +$3.76M +96,380 New

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.