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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
Marshall Wace
776
Marshall Wace
United Kingdom
$799K -$5.53M -141,847 -87%
LIM
777
Leavell Investment Management
Alabama
$795K -$33.2K -850 -4%
AOWM
778
Alpha Omega Wealth Management
Virginia
$786K -$5.62K -144 -0.7%
CA
779
Cortland Associates
Missouri
$785K +$1.6K +41 +0.2%
AA
780
Advisory Alpha
Michigan
$780K -$32.3K -827 -4%
RPC
781
Rossmore Private Capital
Connecticut
$775K +$15.6K +400 +2%
SS
782
Sunbelt Securities
Texas
$774K +$136K +3,497 +22%
GCP
783
GSA Capital Partners
United Kingdom
$773K +$769K +19,704 New
WWM
784
Western Wealth Management
Colorado
$772K +$207K +5,303 +37%
MCM
785
Mork Capital Management
California
$769K
ACP
786
Ashfield Capital Partners
California
$768K -$8.12K -208 -1%
ESB
787
Essex Savings Bank
Connecticut
$768K +$175K +4,492 +30%
BCP
788
Berkeley Capital Partners
Georgia
$767K +$210K +5,395 +38%
FNT
789
First Nebraska Trust
Nebraska
$767K -$27.3K -700 -3%
GIM
790
Guardian Investment Management
California
$763K +$759K +19,450 New
HGWM
791
Horst & Graben Wealth Management
Oregon
$760K -$29.5K -755 -4%
NMIMC
792
Northwestern Mutual Investment Management Company
Wisconsin
$756K +$1.41K +36 +0.2%
RA
793
Rational Advisors
New York
$756K +$752K +19,266 New
FNBTCON
794
First National Bank & Trust Co of Newtown
Pennsylvania
$755K
RCAG
795
Rehmann Capital Advisory Group
Michigan
$755K -$62.9K -1,612 -8%
CIP
796
Capital Insight Partners
Arizona
$754K +$749K +19,200 New
ARMT
797
Amica Retiree Medical Trust
Rhode Island
$752K
SCM
798
Stumpf Capital Management
Arizona
$752K +$156K +4,000 +26%
WI
799
Wintrust Investments
Illinois
$748K +$278K +7,125 +60%
FMBTD
800
First Midwest Bank Trust Division
Illinois
$744K

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.