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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
IIM
751
Ipswich Investment Management
Massachusetts
$857K -$39K -1,000 -4%
CCG
752
Ceeto Capital Group
Florida
$857K
BCM
753
Bluefin Capital Management
New York
$855K +$242K +6,204 +40%
FL
754
Fort LP
Maryland
$852K -$1.32M -33,844 -61%
RE
755
RBC Europe
United Kingdom
$850K +$17.6K +450 +2%
CWA
756
Carolina Wealth Advisors
South Carolina
$849K +$61.6K +1,580 +8%
PA
757
Parallel Advisors
California
$847K +$79.2K +2,029 +10%
CAM
758
Cozad Asset Management
Illinois
$846K -$15.2K -389 -2%
CFG
759
Citizens Financial Group
Rhode Island
$845K -$15K -385 -2%
CFA
760
CWS Financial Advisors
Michigan
$844K +$29.3K +750 +4%
KWM
761
Keebeck Wealth Management
Illinois
$844K +$390K +10,000 +90%
NFG
762
Nations Financial Group
Iowa
$840K +$171K +4,375 +26%
TC
763
TwinBeech Capital
New York
$836K +$831K +21,306 New
TNB
764
Thomasville National Bank
Georgia
$834K +$34K +872 +4%
SDAM
765
Shulman DeMeo Asset Management
New York
$832K -$8.47K -217 -1%
SFA
766
Semmax Financial Advisors
North Carolina
$827K +$92.4K +2,369 +13%
BMC
767
Beaton Management Company
Massachusetts
$824K -$3.9K -100 -0.5%
CA
768
Cullinan Associates
Kentucky
$817K
GT
769
Greenleaf Trust
Michigan
$813K +$218K +5,592 +37%
AFP
770
Ausdal Financial Partners
Iowa
$809K -$17.9K -459 -2%
DBRC
771
D.B. Root & Company
Pennsylvania
$807K -$2.96K -76 -0.4%
PT
772
Plimoth Trust
Massachusetts
$806K -$177K -4,530 -18%
NSEDCP
773
NJ State Employees Deferred Compensation Plan
New Jersey
$805K -$293K -7,500 -27%
BCM
774
Birmingham Capital Management
Alabama
$805K
CP
775
Covenant Partners
Tennessee
$802K +$299K +7,652 +60%

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.