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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
FA
501
FDx Advisors
Illinois
$1.91M -$186K -4,761 -9%
SLI
502
Sumitomo Life Insurance
Japan
$1.9M -$159K -4,080 -8%
SIC
503
Salem Investment Counselors
North Carolina
$1.9M -$93.3K -2,391 -5%
MAFM
504
Mid Atlantic Financial Management
Pennsylvania
$1.9M -$59.4K -1,522 -3%
WS
505
Wedbush Securities
California
$1.89M -$98.7K -2,529 -5%
SVWAG
506
Sound View Wealth Advisors Group
Georgia
$1.88M +$17.4K +446 +0.9%
HAG
507
HighPoint Advisor Group
Illinois
$1.87M -$67.7K -1,736 -4%
CCP
508
Corient Capital Partners
California
$1.87M +$120K +3,068 +7%
SA
509
Shilanski & Associates
Alaska
$1.86M +$67.5K +1,729 +4%
PHS
510
Pekin Hardy Strauss
Illinois
$1.86M -$29.6K -759 -2%
NB
511
NBT Bank
New York
$1.85M -$5.42K -139 -0.3%
JWCA
512
J.W. Cole Advisors
Florida
$1.85M +$1.83M +47,026 New
SSB
513
Sandy Spring Bank
Maryland
$1.84M -$253K -6,474 -12%
HFM
514
Hartford Financial Management
Connecticut
$1.84M +$978K +25,070 +115%
AC
515
Athanor Capital
New York
$1.84M +$1.83M +46,909 New
AAS
516
Avantax Advisory Services
Texas
$1.84M -$65K -1,667 -3%
IAA
517
Independent Advisor Alliance
North Carolina
$1.83M -$674K -17,265 -27%
TCOV
518
Trust Company of Vermont
Vermont
$1.83M -$12.8K -329 -0.7%
IRF
519
IBM Retirement Fund
New York
$1.82M -$28.9K -741 -2%
BAM
520
Belpointe Asset Management
Nevada
$1.82M -$28.6K -732 -2%
NSAM
521
North Star Asset Management
Wisconsin
$1.81M -$43.5K -1,115 -2%
KCPG
522
Kavar Capital Partners Group
Kansas
$1.8M -$9.91K -254 -0.6%
KRSITF
523
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.79M -$426K -10,922 -19%
HKIM
524
Hayek Kallen Investment Management
Alabama
$1.79M +$32.3K +827 +2%
TW
525
TrinityPoint Wealth
Connecticut
$1.79M +$702K +18,002 +65%

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.