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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
WLPWM
376
Walled Lake Planning & Wealth Management
Illinois
$3.19M +$10.8K +278 +0.3%
CBTWT
377
Community Bank & Trust (Waco, Texas)
Texas
$3.18M -$42.2K -1,082 -1%
DCM
378
Dupont Capital Management
Delaware
$3.15M -$405K -10,380 -11%
AI
379
Atria Investments
North Carolina
$3.15M +$70.1K +1,798 +2%
QSS
380
Quantitative Systematic Strategies
Florida
$3.14M +$3.12M +80,065 New
LSERS
381
Louisiana State Employees Retirement System
Louisiana
$3.14M +$15.6K +400 +0.5%
HT
382
Heritage Trust
Oklahoma
$3.11M -$457K -11,713 -13%
CWP
383
CFM Wealth Partners
Texas
$3.1M -$82.4K -2,112 -3%
EIA
384
Eastover Investment Advisors
North Carolina
$3.1M +$262K +6,717 +9%
CAM
385
Cresset Asset Management
Illinois
$3.09M -$849K -21,768 -22%
WSFS
386
Wilmington Savings Fund Society
Delaware
$3.09M -$130K -3,335 -4%
SBIA
387
Sheaff Brock Investment Advisors
Indiana
$3.06M +$314K +8,041 +12%
GWM
388
Geneos Wealth Management
Colorado
$3.05M -$544K -13,949 -15%
RBA
389
Richard Bernstein Advisors
New York
$3.05M -$2.01M -51,510 -40%
BA
390
Baugh & Associates
Georgia
$3.02M +$4.29K +110 +0.1%
IF
391
Insight Folios
North Carolina
$3M +$79.5K +2,039 +3%
APP
392
Avantax Planning Partners
Iowa
$3M +$1.4M +35,945 +89%
VWA
393
Visionary Wealth Advisors
Illinois
$3M +$259K +6,649 +10%
Bessemer Group
394
Bessemer Group
New Jersey
$2.99M -$55.2K -1,414 -2%
SPIA
395
Steward Partners Investment Advisory
New York
$2.99M -$259K -6,639 -8%
CWS
396
Cypress Wealth Services
California
$2.98M +$3.71K +95 +0.1%
SCA
397
Snowden Capital Advisors
New York
$2.97M -$31.6K -811 -1%
CNBTD
398
Citizens National Bank Trust Department
Mississippi
$2.97M +$58.5K +1,500 +2%
FIM
399
Fernwood Investment Management
Massachusetts
$2.96M +$70.2K +1,800 +2%
PG
400
Pendal Group
Australia
$2.96M +$2.55M +65,314 +647%

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.