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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
TSW
851
Thompson Siegel & Walmsley
Virginia
$652K -$5.85K -150 -0.9%
ST
852
Spinnaker Trust
Maine
$650K -$97.4K -2,496 -13%
BC
853
Burney Company
Virginia
$646K -$37.8K -969 -6%
CA
854
Clearstead Advisors
Ohio
$645K +$390 +10 +0.1%
RA
855
RFG Advisory
Alabama
$645K +$86.8K +2,226 +16%
FMC
856
First Merchants Corp
Indiana
$641K -$62.9K -1,613 -9%
CC
857
Chicago Capital
Illinois
$639K
WJWM
858
Williams Jones Wealth Management
New York
$639K +$10.2K +262 +2%
CI
859
Capital International
California
$635K -$1.13M -29,000 -64%
PCM
860
Palisade Capital Management
New Jersey
$633K
V
861
VeraBank
Texas
$629K
GF
862
Gabelli Funds
New York
$628K -$429K -11,000 -41%
PAWC
863
P.A.W. Capital
Connecticut
$628K +$39K +1,000 +7%
RM
864
Resource Management
Louisiana
$627K +$1.68K +43 +0.3%
BFG
865
Beacon Financial Group
Texas
$626K +$20.8K +532 +3%
AIM
866
Anchor Investment Management
South Carolina
$625K -$7.49K -192 -1%
AWM
867
Altium Wealth Management
New York
$625K -$88.8K -2,277 -13%
Acadian Asset Management
868
Acadian Asset Management
Massachusetts
$623K +$50.8K +1,303 +9%
FFN
869
Focus Financial Network
Minnesota
$623K +$22.4K +574 +4%
NCM
870
Noesis Capital Mangement
Florida
$622K -$31.2K -800 -5%
AAS
871
Annex Advisory Services
Wisconsin
$620K +$18K +462 +3%
CBN
872
Cadence Bank NA
Texas
$616K -$3.47K -89 -0.6%
EM
873
Excalibur Management
Massachusetts
$614K +$6.24K +160 +1%
BSB
874
Bangor Savings Bank
Maine
$613K
FIB
875
First Interstate Bank
Montana
$609K +$37.8K +968 +7%

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.