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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
Rockefeller Capital Management
601
Rockefeller Capital Management
New York
$1.34M -$147K -3,774 -10%
NHC
602
Nicholas Hoffman & Company
Georgia
$1.34M +$84.5K +2,165 +7%
WANY
603
Wealthspire Advisors (New York)
New York
$1.33M -$579K -14,844 -30%
CG
604
Colony Group
Massachusetts
$1.33M -$140K -3,595 -10%
KCMRT
605
Kemper Corp Master Retirement Trust
Illinois
$1.32M -$343K -8,800 -21%
FHB
606
First Hawaiian Bank
Hawaii
$1.32M -$77.4K -1,985 -6%
Koshinski Asset Management
607
Koshinski Asset Management
Illinois
$1.31M -$3.04K -78 -0.2%
ACP
608
Aviance Capital Partners
Florida
$1.31M +$1.3M +33,412 New
GJIC
609
Gamble Jones Investment Counsel
California
$1.31M -$19.5K -500 -1%
TC
610
Telemus Capital
Michigan
$1.31M -$12.9K -331 -1%
HW
611
Hancock Whitney
Mississippi
$1.3M -$548K -14,036 -30%
RMSCM
612
R.M. Sincerbeaux Capital Management
New York
$1.3M
AIP
613
Ameritas Investment Partners
Nebraska
$1.29M -$32K -820 -2%
LA
614
Lynch & Associates
Indiana
$1.29M +$25K +641 +2%
FNBT
615
FineMark National Bank & Trust
Florida
$1.28M -$39.4K -1,010 -3%
SSG
616
Summit Securities Group
New York
$1.28M +$85.8K +2,200 +7%
WB
617
WesBanco Bank
West Virginia
$1.28M -$19.7K -505 -2%
PTC
618
Private Trust Company
Ohio
$1.26M -$28.1K -720 -2%
CPC
619
Congress Park Capital
New York
$1.26M +$1.26M +32,196 New
KPCM
620
Kings Point Capital Management
New York
$1.26M -$27.1K -695 -2%
DCM
621
Delta Capital Management
New Jersey
$1.26M -$333K -8,530 -21%
AUB
622
Atlantic Union Bankshares
Virginia
$1.26M +$4.88K +125 +0.4%
ZCM
623
Ziegler Capital Management
Illinois
$1.25M +$1.25M +31,944 New
BOH
624
Bank of Hawaii
Hawaii
$1.25M -$716K -18,347 -36%
Group One Trading
625
Group One Trading
Illinois
$1.25M +$1.24M +31,819 New

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.