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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
LNC
551
Lincoln National Corp
Pennsylvania
$1.64M +$211K +5,417 +15%
P
552
Pitcairn
Pennsylvania
$1.63M +$200K +5,115 +14%
CG
553
Cutler Group
California
$1.63M +$337K +8,641 +26%
FAM
554
Fred Alger Management
New York
$1.62M
LWAC
555
Laurel Wealth Advisors (California)
California
$1.61M +$61.2K +1,568 +4%
IAMOG
556
Investors Asset Management of Georgia
Georgia
$1.6M +$16.6K +425 +1%
SW
557
SteelPeak Wealth
California
$1.6M -$98.7K -2,531 -6%
KMWM
558
Keudell/Morrison Wealth Management
Oregon
$1.59M -$249K -6,381 -14%
JWBC
559
J.W. Burns & Co
New York
$1.59M -$9.6K -246 -0.6%
HH
560
Hilltop Holdings
Texas
$1.59M +$744K +19,061 +89%
TIP
561
Torray Investment Partners
Maryland
$1.59M +$58.9K +1,509 +4%
CIS
562
Capital International Sarl
California
$1.58M +$129K +3,300 +9%
PCC
563
Park Circle Company
Maryland
$1.58M +$170K +4,350 +12%
RIL
564
Rothschild Investment LLC
Illinois
$1.58M +$21.1K +540 +1%
BG
565
Bollard Group
Massachusetts
$1.57M -$853K -21,853 -35%
BO
566
Bank OZK
Arkansas
$1.57M -$5.42K -139 -0.3%
AI
567
Atom Investors
Texas
$1.57M +$764K +19,586 +95%
UMA
568
USA Mutuals Advisors
Texas
$1.57M -$975K -25,000 -38%
VI
569
Vestcor Inc
New Brunswick, Canada
$1.56M -$9.75K -250 -0.6%
GRP
570
Global Retirement Partners
California
$1.55M +$17.7K +454 +1%
HWM
571
Hohimer Wealth Management
Washington
$1.54M -$352K -9,024 -19%
DIA
572
Dana Investment Advisors
Wisconsin
$1.53M +$305K +7,812 +25%
NFC
573
Northeast Financial Consultants
Connecticut
$1.53M -$9.25K -237 -0.6%
CFN
574
Cordasco Financial Network
Florida
$1.52M +$64.9K +1,663 +4%
DA
575
Doliver Advisors
Texas
$1.51M -$44.4K -1,139 -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.