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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
CAM
901
Columbia Asset Management
Michigan
$582K +$936 +24 +0.2%
SSWM
902
Smith Salley Wealth Management
North Carolina
$581K -$14.1K -362 -2%
SCM
903
Shelton Capital Management
Colorado
$580K -$13.4K -343 -2%
CI Investments Inc
904
CI Investments Inc
Ontario, Canada
$578K +$141K +3,626 +33%
AW
905
ACG Wealth
Georgia
$576K +$1.56K +40 +0.3%
HC
906
Hourglass Capital
Texas
$576K +$85.1K +2,180 +17%
CNC
907
Canandaigua National Corp
New York
$576K +$573K +14,681 New
NIT
908
NumerixS Investment Technologies
British Columbia, Canada
$574K +$410K +10,512 +255%
RDWM
909
Red Door Wealth Management
Tennessee
$572K -$135K -3,453 -19%
SFSG
910
Stearns Financial Services Group
North Carolina
$571K -$29.7K -760 -5%
GWM
911
Gray Wealth Management
Maine
$571K +$20K +512 +4%
CIA
912
CSat Investment Advisory
Michigan
$570K +$394K +10,101 +228%
IBOK
913
Independence Bank of Kentucky
Kentucky
$569K +$28.5K +730 +5%
FFA
914
First Foundation Advisors
California
$568K -$50.3K -1,290 -8%
PA
915
Planning Alternatives
Michigan
$568K
SWA
916
Stratos Wealth Advisors
Ohio
$568K +$148K +3,784 +35%
CGL
917
Clarius Group LLC
Washington
$567K +$6.51K +167 +1%
FI
918
Fosun International
China
$566K
TI
919
Tidal Investments
Wisconsin
$565K +$562K +14,400 New
ISWM
920
Independent Solutions Wealth Management
New York
$563K -$64.7K -1,658 -10%
SIM
921
Stratos Investment Management
Ohio
$562K +$559K +14,330 New
CPO
922
Cerity Partners OCIO
New York
$561K -$40.7K -1,043 -7%
LNB
923
Ledyard National Bank
$561K +$38.9K +998 +8%
HCM
924
Hall Capital Management
Rhode Island
$560K -$90.5K -2,319 -14%
CC
925
Cedar Capital
Illinois
$560K -$73.7K -1,890 -12%

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.