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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
BRWM
1026
B. Riley Wealth Management
Tennessee
$425K -$574K -14,715 -58%
ACH
1027
ArrowMark Colorado Holdings
Colorado
$424K +$31.2K +800 +8%
NWP
1028
Northstar Wealth Partners
Connecticut
$423K -$102K -2,605 -19%
IP
1029
Intellectus Partners
California
$423K -$31.4K -804 -7%
SOAMC
1030
Spirit of America Management Corp
New York
$422K
FVCM
1031
F&V Capital Management
Florida
$421K
SLT
1032
St Louis Trust
Missouri
$420K
JIC
1033
Joel Isaacson & Co
New York
$418K -$8.04K -206 -2%
MCA
1034
Magnolia Capital Advisors
Mississippi
$418K -$936 -24 -0.2%
WA
1035
Wealth Architects
California
$417K +$41.9K +1,073 +11%
BBA
1036
BLB&B Advisors
Pennsylvania
$416K -$25.4K -650 -6%
SIM
1037
Sonora Investment Management
Arizona
$416K +$21.7K +555 +6%
CC
1038
Cannell & Co
New York
$415K -$605K -15,500 -59%
AA
1039
Ancora Advisors
Ohio
$415K -$30K -769 -7%
MMG
1040
Monetary Management Group
Missouri
$415K -$15.6K -400 -4%
IMOV
1041
Investment Management of Virginia
Virginia
$414K -$58.5K -1,500 -12%
HIC
1042
Holderness Investments Company
North Carolina
$413K -$5.54K -142 -1%
CA
1043
Calton & Associates
Florida
$413K +$4.25K +109 +1%
TNBTD
1044
Trustmark National Bank Trust Department
Mississippi
$413K +$56.6K +1,450 +16%
LW
1045
Linscomb Wealth
Texas
$412K +$10.2K +262 +3%
GI
1046
Gradient Investments
Minnesota
$412K +$61.8K +1,585 +18%
MA
1047
Montag & Associates
Georgia
$411K -$9.75K -250 -2%
FIM
1048
Frontier Investment Management
Texas
$410K -$8.43K -216 -2%
CAC
1049
Certified Advisory Corp
Florida
$409K +$3.32K +85 +0.8%
FRM
1050
Fox Run Management
Connecticut
$409K +$406K +10,413 New

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.