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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
BBI
1001
Baxter Bros Inc
Connecticut
$453K -$9.75K -250 -4%
MIM
1002
Marco Investment Management
Georgia
$450K +$39 +1 +0%
IMC Chicago
1003
IMC Chicago
Illinois
$450K +$447K +11,454 New
SSW
1004
Smith Shellnut Wilson
Mississippi
$449K +$11.7K +300 +3%
FHC
1005
First Heartland Consultants
Missouri
$449K +$41.9K +1,075 +10%
CS
1006
Cannell & Spears
New York
$447K -$16.5K -422 -4%
CIAS
1007
Capital Investment Advisory Services
North Carolina
$447K +$37.9K +972 +9%
FAIM
1008
Financial Advocates Investment Management
Washington
$444K -$21.3K -546 -5%
AWE
1009
Avidian Wealth Enterprises
Texas
$444K +$110K +2,829 +33%
IRC
1010
Investors Research Corp
Georgia
$442K
VCS
1011
Vaughan & Co Securities
New Jersey
$442K
WAAG
1012
Wealth Alliance Advisory Group
Kansas
$442K +$77.8K +1,995 +22%
MAM
1013
Madison Asset Management
Wisconsin
$441K +$72.2K +1,851 +20%
GC
1014
Gratus Capital
Georgia
$440K +$78 +2 +0%
NNP
1015
Nachman Norwood & Parrott
South Carolina
$434K -$5.93K -152 -1%
CPA
1016
Clear Perspective Advisors
Illinois
$434K +$2.69K +69 +0.6%
SBA
1017
Secrest Blakey & Associates
North Carolina
$433K -$15.3K -393 -3%
WEC
1018
Winslow Evans & Crocker
Massachusetts
$433K -$78 -2 -0%
ACM
1019
Azimuth Capital Management
Michigan
$431K -$11.7K -300 -3%
FBA
1020
Front Barnett Associates
Illinois
$431K
JAFL
1021
Jay A. Fishman Ltd
Michigan
$431K -$6.63K -170 -2%
CPA
1022
Capital Planning Advisors
California
$430K -$32K -819 -7%
FMTC
1023
Farmers & Merchants Trust Company
California
$430K +$3.9K +100 +0.9%
SFA
1024
Sequoia Financial Advisors
Ohio
$428K -$206K -5,287 -33%
SW
1025
SkyOak Wealth
Michigan
$428K -$4.92K -126 -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.