We are live on ! Find out more
MO icon

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
MJRIC
651
Mogy Joel R Investment Counsel
California
$1.13M
WI
652
Wedgewood Investors
Pennsylvania
$1.13M
ACM
653
AlphaCrest Capital Management
New York
$1.13M -$1.1M -28,098 -49%
VIA
654
Vident Investment Advisory
Georgia
$1.13M +$141K +3,620 +14%
WIS
655
Wright Investors Service
Connecticut
$1.13M -$431K -11,038 -28%
IA
656
IFP Advisors
Florida
$1.12M +$40.9K +1,048 +4%
SC
657
Stolper & Co
Oklahoma
$1.12M -$78.3K -2,007 -7%
IIA
658
ICW Investment Advisors
Arizona
$1.12M +$15.9K +407 +1%
EGA
659
Eagle Global Advisors
Texas
$1.11M -$103K -2,640 -9%
BFEC
660
Benjamin F. Edwards & Company
Missouri
$1.11M -$117K -3,005 -10%
VFA
661
Valeo Financial Advisors
Indiana
$1.1M +$22.4K +575 +2%
BNP Paribas Asset Management
662
BNP Paribas Asset Management
France
$1.1M -$101K -2,584 -8%
LF
663
Lee Financial
Texas
$1.09M +$576K +14,770 +115%
TCM
664
Traynor Capital Management
Pennsylvania
$1.08M +$28.6K +733 +3%
PAMG
665
Patton Albertson Miller Group
Tennessee
$1.08M -$34.3K -880 -3%
IWM
666
IHT Wealth Management
Illinois
$1.07M -$274K -7,034 -20%
IA
667
Icon Advisers
Colorado
$1.07M -$50.7K -1,300 -5%
Jennison Associates
668
Jennison Associates
New York
$1.07M -$960K -24,616 -47%
BCP
669
Blue Chip Partners
Michigan
$1.07M -$3.29M -84,239 -76%
LBD
670
Landsberg Bennett & Dubbaneh
Florida
$1.07M -$78 -2 -0%
GAM
671
Griffin Asset Management
New York
$1.07M +$472K +12,103 +80%
SHA
672
Seneca House Advisors
Virginia
$1.07M +$83.1K +2,131 +9%
EFS
673
Essex Financial Services
Connecticut
$1.06M -$60.2K -1,544 -5%
TRCT
674
Tower Research Capital (TRC)
New York
$1.06M +$1.05M +26,946 New
PVWM
675
Point View Wealth Management
New Jersey
$1.05M -$46.4K -1,190 -4%

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.