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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
DAM
476
Deltec Asset Management
New York
$2.26M
WIA
477
Wealthstreet Investment Advisors
Texas
$2.23M -$32.7K -837 -1%
BAM
478
Blueshift Asset Management
New Jersey
$2.15M +$2.14M +54,813 New
V
479
Veritable
Delaware
$2.14M +$17.7K +454 +0.8%
WOSD
480
WFA of San Diego
California
$2.14M +$1.64M +42,164 New
DLCIG
481
D.L. Carlson Investment Group
New Hampshire
$2.11M -$1.39M -35,630 -40%
FNT
482
First National Trust
Pennsylvania
$2.1M -$25.2K -645 -1%
MCMT
483
Moon Capital Management (Tennessee)
Tennessee
$2.1M +$2.09M +53,570 New
AC
484
Allstate Corporation
Illinois
$2.09M +$152K +3,904 +8%
MYAM
485
Meiji Yasuda Asset Management
Japan
$2.06M +$1.16M +29,740 +131%
SC
486
Scotia Capital
Ontario, Canada
$2.05M +$64.3K +1,648 +3%
MIC
487
Means Investment Company
Maine
$2.03M -$17.5K -449 -1%
XSC
488
X-Square Capital
Puerto Rico
$2.03M +$29K +744 +1%
CK
489
Cohen Klingenstein
New York
$2.02M
BWL
490
Bogart Wealth LLC
Virginia
$2.02M +$52.6K +1,349 +3%
FWCM
491
Ferguson Wellman Capital Management
Oregon
$2.01M +$18.7K +480 +0.9%
FAM
492
Formidable Asset Management
Ohio
$2M +$72.1K +1,848 +4%
HFS
493
Hantz Financial Services
Michigan
$1.99M +$36.8K +943 +2%
TCM
494
Taal Capital Management
Massachusetts
$1.96M -$1.95M -50,000 -50%
CIP
495
Convergence Investment Partners
Florida
$1.96M +$65.2K +1,671 +3%
PF
496
Phoenix Financial
Israel
$1.95M +$230K +5,900 +13%
PAS
497
Park Avenue Securities
New York
$1.93M +$455K +11,657 +31%
TA
498
Townsend & Associates
Colorado
$1.92M +$130K +3,332 +7%
PL
499
Parthenon LLC
Kentucky
$1.92M
BFO
500
Boston Family Office
Massachusetts
$1.92M

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.