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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
MOS
701
MGO One Seven
Ohio
$947K -$14K -360 -1%
MSA
702
Marino Stram & Associates
Massachusetts
$947K +$182K +4,671 +24%
S
703
SignatureFD
Georgia
$946K -$58.7K -1,505 -6%
JCM
704
Jacobi Capital Management
Pennsylvania
$945K +$12.7K +325 +1%
ECA
705
Elevated Capital Advisors
Utah
$943K +$840K +21,538 New
VCM
706
Virtue Capital Management
Tennessee
$942K +$937K +24,006 New
PGFC
707
Peapack-Gladstone Financial Corp
New Jersey
$937K -$28.7K -735 -3%
Dodge & Cox
708
Dodge & Cox
California
$934K
Credit Agricole
709
Credit Agricole
France
$934K +$7.8K +200 +0.8%
XF
710
XML Financial
Maryland
$933K +$41.5K +1,064 +5%
BG
711
Bahl & Gaynor
Ohio
$932K -$207K -5,300 -18%
CFGS
712
Concourse Financial Group Securities
Alabama
$932K +$28.8K +739 +3%
BAS
713
Brown Advisory Securities
Maryland
$925K +$79.2K +2,030 +10%
SC
714
Savant Capital
Illinois
$924K +$13.7K +351 +2%
WQ
715
Wealth Quarterback
New Jersey
$923K +$92K +2,358 +11%
ATC
716
Argent Trust Co
Tennessee
$919K -$255K -6,529 -22%
SMC
717
Smith, Moore & Co
Missouri
$919K +$104K +2,666 +13%
SBWM
718
Sunflower Bank Wealth Management
Arizona
$918K -$1.95K -50 -0.2%
CRIG
719
Charter Research & Investment Group
Connecticut
$917K
IB
720
Intrust Bank
Kansas
$915K +$231K +5,919 +34%
GAG
721
GM Advisory Group
New York
$913K -$15.2K -389 -2%
BST
722
Bath Savings Trust
Maine
$913K
SC
723
SouthState Corp
Florida
$911K -$6.13K -157 -0.7%
VVP
724
Venture Visionary Partners
Ohio
$899K +$469K +12,034 +111%
HWA
725
HCR Wealth Advisors
California
$898K -$32.1K -823 -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.