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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
Cetera Investment Advisers
426
Cetera Investment Advisers
Illinois
$2.68M +$360K +9,221 +16%
VAG
427
VisionPoint Advisory Group
Texas
$2.67M -$97.5K -2,498 -4%
AL
428
Arnhold LLC
New York
$2.66M
BA
429
Bridgewater Associates
Connecticut
$2.65M -$1.33M -34,183 -34%
OFG
430
OmniStar Financial Group
North Carolina
$2.64M +$625K +16,015 +31%
CEI
431
Clark Estates Inc
New York
$2.64M
JIC
432
Johnson Investment Counsel
Ohio
$2.62M +$2.55M +65,404 New
WTC
433
WhitTier Trust Company
Nevada
$2.61M -$42.4K -1,088 -2%
LIA
434
LS Investment Advisors
Michigan
$2.61M +$1.37M +35,241 +113%
TCA
435
Transcend Capital Advisors
New Jersey
$2.6M -$87.7K -2,248 -3%
LA
436
LVW Advisors
New York
$2.6M +$70.6K +1,809 +3%
PSUF
437
People's United Financial
Connecticut
$2.58M -$187K -4,786 -7%
DZ Bank
438
DZ Bank
Germany
$2.57M -$72.5M -1,857,832 -97%
SCA
439
Sage Capital Advisors
South Dakota
$2.56M +$639K +16,380 +34%
Federated Hermes
440
Federated Hermes
Pennsylvania
$2.55M -$141M -3,615,233 -98%
VFP
441
Verus Financial Partners
Virginia
$2.55M -$749K -19,186 -23%
BP
442
BBR Partners
New York
$2.55M -$911K -23,357 -26%
RJT
443
Raymond James Trust
Florida
$2.55M -$420K -10,776 -14%
ACG
444
Allen Capital Group
Nebraska
$2.54M -$62.6K -1,605 -2%
SIP
445
Stoneridge Investment Partners
Pennsylvania
$2.54M +$2.52M +64,705 New
QP
446
Quilter Plc
United Kingdom
$2.52M -$49.5K -1,269 -2%
HPC
447
HM Payson & Co
Maine
$2.52M +$117K +3,002 +5%
EF
448
Empowered Funds
Pennsylvania
$2.51M +$548K +14,050 +28%
OA
449
Oxbow Advisors
Texas
$2.5M -$55.3K -1,418 -2%
HCM
450
Hollencrest Capital Management
California
$2.5M -$7.57K -194 -0.3%

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.