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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
CFS
801
CRA Financial Services
New Jersey
$742K +$20.2K +518 +3%
DSC
802
Duncker Streett & Co
Missouri
$740K -$240K -6,148 -25%
AII
803
AGF Investments Inc
Ontario, Canada
$740K -$162K -4,154 -18%
WAS
804
Wealth Advisory Solutions
Indiana
$740K +$30.4K +778 +4%
GP
805
Girard Partners
Pennsylvania
$739K -$2.07M -52,956 -74%
TC
806
Truvestments Capital
Florida
$738K +$147K +3,778 +25%
EH
807
Employers Holdings
Nevada
$737K -$331K -8,485 -31%
RCM
808
Radnor Capital Management
Pennsylvania
$733K
WA
809
WP Advisors
California
$731K +$3.2K +82 +0.4%
KIC
810
Keating Investment Counselors
Florida
$729K
DAM
811
Delta Asset Management
Tennessee
$727K -$27.6K -707 -4%
BKA
812
Brick & Kyle Associates
Pennsylvania
$725K +$9.13K +234 +1%
WSC
813
Wellington Shields & Co
New York
$724K
MHS
814
M Holdings Securities
Oregon
$723K -$169K -4,341 -19%
BJL
815
Brighton Jones LLC
Washington
$723K -$6.91K -177 -1%
PAM
816
Paradigm Asset Management
New York
$722K -$164K -4,200 -19%
MWM
817
Mission Wealth Management
California
$722K +$167K +4,270 +30%
GBT
818
Grove Bank & Trust
Florida
$713K -$292K -7,484 -29%
NSIM
819
North Star Investment Management
Illinois
$706K -$77.5K -1,986 -10%
PPP
820
Private Portfolio Partners
New Jersey
$706K -$24.3K -622 -3%
AIC
821
Ameritas Investment Company
Nebraska
$705K +$4.96K +127 +0.7%
WTB
822
Washington Trust Bank
Washington
$705K +$86.9K +2,228 +14%
VCAM
823
Van Cleef Asset Management
Ohio
$703K -$206K -5,285 -23%
MYLI
824
Meiji Yasuda Life Insurance
Japan
$701K +$99.9K +2,561 +17%
KTC
825
Kistler-Tiffany Companies
Pennsylvania
$696K -$118K -3,016 -15%

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.