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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
FQ
876
First Quadrant
California
$607K +$529K +13,565 +714%
WA
877
WBH Advisory
Maryland
$603K -$110K -2,831 -16%
AF
878
Allworth Financial
California
$603K -$49.5K -1,270 -8%
BDWM
879
Brewin Dolphin Wealth Management
Ireland
$603K
UAS
880
United Asset Strategies
New York
$602K +$57.2K +1,467 +11%
CCM
881
Coldstream Capital Management
Washington
$602K +$113K +2,902 +23%
FCBT
882
First Citizens Bank & Trust
North Carolina
$600K -$8.89K -228 -1%
PWW
883
Pettyjohn Wood & White
Virginia
$600K
BCWM
884
Bartlett & Co Wealth Management
Ohio
$599K -$501K -12,846 -46%
NGA
885
Naples Global Advisors
Florida
$598K -$55.3K -1,417 -9%
OPTFSNA
886
Old Point Trust & Financial Services N A
Virginia
$598K -$17.6K -450 -3%
IWC
887
Integrated Wealth Concepts
Massachusetts
$598K -$16.9K -433 -3%
WG
888
Welch Group
Alabama
$598K -$12.6K -323 -2%
CHA
889
Carmichael Hill & Associates
Maryland
$595K -$21.3K -546 -3%
OPS
890
Orion Portfolio Solutions
Nebraska
$594K -$250K -6,399 -30%
SWM
891
Strategic Wealth Management
Washington
$594K +$4.88K +125 +0.8%
ET
892
Equitable Trust
Tennessee
$592K
WP
893
WealthSource Partners
California
$592K +$97K +2,486 +20%
ICM
894
IMS Capital Management
Oregon
$591K -$3.28K -84 -0.6%
MPCG
895
Matrix Private Capital Group
New York
$590K -$11.5K -294 -2%
CWM
896
Centric Wealth Management
Illinois
$589K +$176K +4,507 +43%
ZF
897
Zhang Financial
Michigan
$588K -$65.7K -1,683 -10%
PP
898
Pegasus Partners
Wisconsin
$588K +$173K +4,443 +42%
BC
899
Bartlett & Co
Ohio
$586K -$501K -12,846 -46%
TPWA
900
TRUE Private Wealth Advisors
Oregon
$583K -$49.9K -1,279 -8%

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.