We are live on ! Find out more
MO icon

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
DWM
951
Doyle Wealth Management
Florida
$521K -$47.3K -1,213 -8%
NRS
952
Neville Rodie & Shaw
New York
$519K -$17.6K -450 -3%
CG
953
CFO4Life Group
Texas
$518K +$35K +897 +7%
FHA
954
First Horizon Advisors
Tennessee
$515K -$36.4K -934 -7%
UB
955
UMB Bank
Missouri
$514K -$2.54K -65 -0.5%
SMFS
956
Squar Milner Financial Services
California
$514K +$105K +2,700 +26%
HC
957
HNP Capital
New York
$514K +$509K +13,047 New
AIP
958
Ahrens Investment Partners
Louisiana
$512K +$509K +13,038 New
VRM
959
Vectors Research Management
New York
$511K -$6.91K -177 -1%
CAG
960
Csenge Advisory Group
Florida
$510K +$302K +7,750 +148%
LCM
961
Leisure Capital Management
California
$509K +$49.4K +1,266 +11%
PCS
962
Personal CFO Solutions
New Jersey
$508K +$267K +6,852 +112%
MWM
963
Modera Wealth Management
New Jersey
$505K -$43.8K -1,122 -8%
RIA
964
Realta Investment Advisors
Delaware
$504K -$23.8K -611 -5%
FWP
965
FAS Wealth Partners
Kansas
$500K -$16.6K -426 -3%
TWA
966
TCI Wealth Advisors
Arizona
$499K -$13.3K -340 -3%
APWM
967
Atlas Private Wealth Management
New York
$499K +$624 +16 +0.1%
OSNBOA
968
Old Second National Bank of Aurora
Illinois
$497K -$3.9K -100 -0.8%
PFBT
969
Parkside Financial Bank & Trust
Missouri
$494K +$22.2K +569 +5%
SFFS
970
Stonehage Fleming Financial Services
Jersey
$492K -$147K -3,764 -23%
SACTSONJ
971
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$491K -$449K -11,500 -48%
FSA
972
Financial Sense Advisors
California
$489K -$273 -7 -0.1%
IAN
973
Integrated Advisors Network
Texas
$489K +$77.4K +1,985 +19%
BBNA
974
Bremer Bank National Association
Minnesota
$486K -$57K -1,460 -11%
EF
975
Exeter Financial
Arizona
$486K +$8.12K +208 +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.