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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
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$68.1M -$3.77M -96,562 -5%
Truist Financial
77
Truist Financial
North Carolina
$62.9M -$6.6M -169,112 -10%
AL
78
Appaloosa LP
New Jersey
$60.8M +$60.5M +1,550,000 New
UIM
79
USS Investment Management
United Kingdom
$60M -$13.3M -340,900 -18%
Chevy Chase Trust
80
Chevy Chase Trust
Maryland
$59.8M -$3.54M -90,713 -6%
SO
81
STRS Ohio
Ohio
$59.6M +$1.9M +48,684 +3%
RJA
82
Raymond James & Associates
Florida
$59.4M -$16.7M -428,877 -22%
Canada Life
83
Canada Life
Manitoba, Canada
$58M +$10.7M +273,916 +23%
Barclays
84
Barclays
United Kingdom
$57.8M -$14.1M -360,969 -20%
Nomura Holdings
85
Nomura Holdings
Japan
$57.5M +$24.3M +624,077 +82%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$56.3M -$566K -14,495 -1%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$56.2M -$715K -18,338 -1%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$56.1M -$12.9M -331,741 -19%
Citigroup
89
Citigroup
New York
$55.2M +$1.71M +43,865 +3%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$54.3M -$441K -11,309 -0.8%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$53.4M -$1.66M -42,622 -3%
Toronto Dominion Bank
92
Toronto Dominion Bank
Ontario, Canada
$51.8M +$187K +4,800 +0.2%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$49.9M -$3.21M -82,401 -6%
Victory Capital Management
94
Victory Capital Management
Texas
$49.6M -$71.9M -1,842,796 -59%
SOMRS
95
State of Michigan Retirement System
Michigan
$49.5M -$7.7M -197,378 -14%
Asset Management One
96
Asset Management One
Japan
$46.5M +$1.58M +40,417 +4%
Bank Julius Baer & Co
97
Bank Julius Baer & Co
Switzerland
$44.9M -$3.5M -89,651 -7%
FMI
98
Factory Mutual Insurance
Massachusetts
$43.9M -$402K -10,300 -0.9%
Bank of Nova Scotia
99
Bank of Nova Scotia
Ontario, Canada
$43.9M +$20.2M +518,920 +87%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$43.5M -$1.9M -48,611 -4%

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.