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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
Capstone Investment Advisors
726
Capstone Investment Advisors
New York
$898K +$892K +22,875 New
SLF
727
Sun Life Financial
Ontario, Canada
$895K +$15.4K +396 +2%
MMPW
728
Mitchell McLeod Pugh & Williams
Alabama
$895K +$250K +6,400 +39%
EWM
729
Evercore Wealth Management
New York
$892K -$152K -3,900 -15%
CG
730
Caprock Group
Idaho
$892K +$20.2K +517 +2%
EWA
731
Exencial Wealth Advisors
Oklahoma
$889K +$424K +10,863 +92%
YAM
732
Yacktman Asset Management
Texas
$883K
BHBT
733
Burke & Herbert Bank & Trust
Virginia
$883K +$27.6K +708 +3%
GC
734
Grace Capital
Massachusetts
$882K
BUB
735
BBVA USA Bancshares
Texas
$878K -$1.56K -40 -0.2%
ETI
736
Enterprise Trust & Investment
California
$877K -$1.95K -50 -0.2%
WAM
737
Wealthspire Advisors (Maryland)
Maryland
$875K +$77.8K +1,995 +10%
SRAM
738
Stone Ridge Asset Management
New York
$874K -$16.2M -414,600 -95%
GSWM
739
Golden State Wealth Management
California
$872K +$13.4K +344 +2%
EWA
740
EP Wealth Advisors
California
$871K -$50.7K -1,300 -6%
MLL
741
Moody Lynn & Lieberson
Massachusetts
$871K -$22.5K -577 -3%
CAG
742
Crestwood Advisors Group
Massachusetts
$868K -$13.2K -338 -2%
LWCFA
743
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$867K
FWM
744
Frontier Wealth Management
Missouri
$867K +$171K +4,380 +25%
FFWA
745
FRG Family Wealth Advisors
Washington
$866K
MIAN
746
Mariner Independent Advisor Network
Kansas
$863K -$324K -8,302 -28%
CCA
747
Checchi Capital Advisers
California
$861K +$60.9K +1,560 +8%
APF
748
Alaska Permanent Fund
Alaska
$859K
DPIM
749
Duff & Phelps Investment Management
Illinois
$858K +$23.4K +600 +3%
NONA
750
Ninety One North America
New York
$858K +$50.3K +1,290 +6%

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.