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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
CAAS
976
Capital Asset Advisory Services
Michigan
$486K +$28K +718 +7%
SG
977
StoneX Group
New York
$485K +$6.51K +167 +1%
OC
978
Oakworth Capital
Alabama
$485K +$165K +4,237 +52%
MWM
979
Mattern Wealth Management
Kansas
$484K
GIM
980
Greylin Investment Management
Virginia
$483K +$72.8K +1,865 +18%
NL
981
NWAM LLC
Washington
$482K +$79.5K +2,037 +20%
FI
982
FormulaFolio Investments
Michigan
$481K -$94.5K -2,422 -16%
EAM
983
Evanson Asset Management
California
$481K +$92.3K +2,367 +24%
KIA
984
KCM Investment Advisors
California
$479K -$70.1K -1,797 -13%
CGA
985
Crescent Grove Advisors
Illinois
$479K +$39 +1 +0%
MCM
986
Maryland Capital Management
Maryland
$472K +$18.9K +485 +4%
CS
987
Comerica Securities
Michigan
$468K -$166K -4,252 -27%
CAI
988
Capital Advisors Inc
Oklahoma
$468K -$72K -1,845 -14%
BCM
989
Brookstone Capital Management
Illinois
$467K -$710K -18,211 -60%
EHC
990
Everett Harris & Co
California
$466K -$11.6K -297 -2%
IC
991
Inscription Capital
Texas
$466K
DHFB
992
Dixon Hubard Feinour & Brown
Virginia
$465K -$68.9K -1,765 -14%
ISL
993
Ingalls & Snyder LLC
New York
$463K -$26.8K -686 -5%
PWP
994
Principle Wealth Partners
Connecticut
$462K -$56.3K -1,444 -11%
JSL
995
JT Stratford LLC
Georgia
$459K -$20.8K -532 -4%
HC
996
Hendley & Co
Ohio
$458K
Axa
997
Axa
France
$457K
BA
998
Birinyi Associates
Connecticut
$455K -$87.8K -2,250 -16%
ACA
999
Aptus Capital Advisors
Alabama
$454K -$2.07M -52,944 -82%
VNA
1000
Valley National Advisers
Pennsylvania
$454K -$4.99K -128 -1%

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.