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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
EGA
826
E&G Advisors
Texas
$695K +$432K +11,085 +167%
PTC
827
Philadelphia Trust Company
Pennsylvania
$693K -$37.5K -960 -5%
PNC
828
Park National Corp
Ohio
$693K +$91.9K +2,356 +15%
Luther King Capital Management (LKCM)
829
Luther King Capital Management (LKCM)
Texas
$691K -$34.6K -886 -5%
OLA
830
Oliver Luxxe Assets
New Jersey
$691K
SXL
831
Summit X LLC
Missouri
$688K +$53.8K +1,379 +9%
WAP
832
Wealthcare Advisory Partners
Pennsylvania
$684K -$36.3K -931 -5%
RIM
833
Redwood Investment Management
Arizona
$682K +$678K +17,375 New
PGAM
834
Princeton Global Asset Management
New Jersey
$676K +$640K +16,400 +1,934%
FBT
835
First Bankers Trust
Kentucky
$674K -$89.7K -2,300 -12%
H
836
HoyleCohen
California
$674K -$5.85K -150 -0.9%
OIA
837
OneDigital Investment Advisors
Kansas
$671K +$50K +1,281 +8%
IAIM
838
International Assets Investment Management
Florida
$668K -$25.6K -655 -0.8%
MCM
839
Monarch Capital Management
Indiana
$667K -$21.3K -546 -3%
IFWM
840
Institute for Wealth Management
Colorado
$666K -$92.8K -2,379 -12%
PWSG
841
Pacific Wealth Strategies Group
California
$665K -$96.1K -2,464 -13%
BFA
842
Beacon Financial Advisory
Ohio
$664K -$585 -15 -0.1%
IA
843
IFG Advisory
Georgia
$663K -$32.9K -842 -5%
TA
844
Tiedemann Advisors
New York
$663K +$73.4K +1,881 +13%
CWG
845
Cornerstone Wealth Group
North Carolina
$658K +$429 +11 +0.1%
DT
846
Diversified Trust
Tennessee
$656K +$38.7K +993 +6%
AWM
847
Altavista Wealth Management
North Carolina
$655K -$8.47K -217 -1%
JHCP
848
Jackson Hole Capital Partners
Oklahoma
$655K +$29.3K +752 +5%
NAS
849
Nicolet Advisory Services
Wisconsin
$653K -$5.97K -153 -0.9%
CT
850
Chicago Trust
Illinois
$653K

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.