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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
BAMF
676
BI Asset Management Fondsmaeglerselskab
Denmark
$1.05M -$2.48M -63,537 -70%
WSTAM
677
Wilbanks Smith & Thomas Asset Management
Virginia
$1.05M -$164K -4,192 -14%
KCM
678
Kanawha Capital Management
Virginia
$1.04M -$54.4K -1,395 -5%
Loomis, Sayles & Company
679
Loomis, Sayles & Company
Massachusetts
$1.04M -$29K -744 -3%
SW
680
SVB Wealth
Massachusetts
$1.04M +$77.8K +1,994 +8%
SNT
681
Security National Trust
West Virginia
$1.04M +$42.9K +1,100 +4%
FC
682
Forte Capital
New York
$1.03M -$90.4K -2,316 -8%
EWM
683
Elite Wealth Management
Washington
$1.03M +$4.64K +119 +0.5%
NCM
684
Narwhal Capital Management
Georgia
$1.03M +$78K +2,000 +8%
OAM
685
Oak Asset Management
California
$1.03M +$61.6K +1,578 +6%
MWA
686
Moser Wealth Advisors
Washington
$1.03M +$200K +5,133 +24%
CII
687
Capital International Inc
California
$1.02M +$319K +8,180 +46%
KA
688
Kovack Advisors
Florida
$1.02M +$370K +9,482 +57%
BSW
689
Buckingham Strategic Wealth
Missouri
$1.02M -$151K -3,877 -13%
BFIM
690
Beese Fulmer Investment Management
Ohio
$1.02M -$24.8K -635 -2%
CGH
691
Crossmark Global Holdings
Texas
$1.01M +$90.3K +2,315 +10%
OAM
692
Optimal Asset Management
California
$1.01M -$1.54M -39,478 -61%
MC
693
Moors & Cabot
Massachusetts
$1.01M +$131K +3,364 +15%
VA
694
Valmark Advisers
Ohio
$995K -$4.1K -105 -0.4%
EP
695
Eudaimonia Partners
Tennessee
$978K +$74.2K +1,902 +8%
GLA
696
Good Life Advisors
Pennsylvania
$967K +$8.66K +222 +0.9%
FHA
697
Flagship Harbor Advisors
Massachusetts
$965K +$204K +5,233 +27%
BAM
698
Barrett Asset Management
New York
$959K
WF
699
Welch & Forbes
Massachusetts
$954K +$7.92K +203 +0.8%
CFA
700
Carroll Financial Associates
North Carolina
$948K -$19.4K -497 -2%

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.