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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
PP
926
Patten & Patten
Tennessee
$560K -$14.6K -374 -3%
WFM
927
Wolff Financial Management
Michigan
$560K +$117 +3 +0%
CB
928
Community Bank
New York
$556K +$178K +4,564 +48%
ANRIA
929
American National Registered Investment Advisor
Texas
$555K
NPF
930
Norris Perne & French
Michigan
$553K +$549K +14,081 New
SBH
931
Segall Bryant & Hamill
Illinois
$545K -$174K -4,450 -24%
KA
932
KLCM Advisors
Wisconsin
$545K
RIM
933
Rampart Investment Management
Connecticut
$543K -$17.4K -447 -3%
TI
934
Truehand Inc
New Hampshire
$543K -$11.7K -300 -2%
RFA
935
Reilly Financial Advisors
California
$540K -$3.9K -100 -0.7%
DWM
936
Dorchester Wealth Management
Quebec, Canada
$539K -$81.9K -2,100 -13%
RMAM
937
Raab & Moskowitz Asset Management
New Jersey
$535K -$7.14K -183 -1%
AP
938
Atwood & Palmer
Missouri
$534K
DWM
939
Dakota Wealth Management
Florida
$533K +$76K +1,947 +17%
ALAM
940
Asahi Life Asset Management
Japan
$532K +$390 +10 +0.1%
FMWA
941
Forvis Mazars Wealth Advisors
Missouri
$532K +$22.4K +575 +4%
IC
942
Intersect Capital
California
$532K +$26.2K +672 +5%
SIC
943
Samalin Investment Counsel
New York
$527K -$19.3K -494 -4%
DWA
944
Douglass Winthrop Advisors
New York
$527K -$11.7K -300 -2%
EWM
945
Empirical Wealth Management
Washington
$526K -$35.9K -921 -6%
BMO
946
Beck Mack & Oliver
New York
$526K
RMA
947
Roffman Miller Associates
Pennsylvania
$526K +$523K +13,408 New
EWM
948
Endurance Wealth Management
Rhode Island
$522K
WPW
949
Waldron Private Wealth
Pennsylvania
$522K +$20.8K +532 +4%
EWG
950
Executive Wealth Group
Washington
$521K +$10.3K +265 +2%

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.