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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
MRCM
1076
M&R Capital Management
New Jersey
$377K +$117 +3 +0%
SWM
1077
SVA Wealth Management
Wisconsin
$376K +$6.16K +158 +2%
ETC
1078
Exchange Traded Concepts
Oklahoma
$375K -$1.19M -30,422 -76%
FG
1079
Fiduciary Group
Georgia
$372K +$10.9K +280 +3%
AF
1080
Arrow Financial
New York
$371K
PIMG
1081
Patriot Investment Management Group
Tennessee
$369K +$64.1K +1,643 +21%
PMG
1082
ProVise Management Group
Florida
$369K -$115K -2,958 -24%
AI
1083
ArchPoint Investors
Florida
$368K
CSPIA
1084
Cary Street Partners Investment Advisory
Virginia
$368K +$160K +4,113 +78%
TAIM
1085
TD Ameritrade Investment Management
Nebraska
$367K +$263K +6,736 +258%
PFS
1086
Physicians Financial Services
North Carolina
$366K +$156 +4 +0%
STA
1087
Summit Trail Advisors
New York
$365K -$351 -9 -0.1%
SP
1088
Successful Portfolios
Florida
$364K -$1.13K -29 -0.3%
SFI
1089
SPC Financial Inc
Maryland
$364K
CST
1090
Charles Schwab Trust
Nevada
$364K +$42.8K +1,098 +13%
BWP
1091
Bernardo Wealth Planning
Pennsylvania
$362K -$6.95K -178 -2%
BCA
1092
Bay Colony Advisors
Massachusetts
$362K -$1.99K -51 -0.5%
VPIM
1093
Vanguard Personalized Indexing Management
California
$360K -$42.3K -1,083 -11%
AI
1094
Accredited Investors
Minnesota
$360K +$5.46K +140 +2%
CIC
1095
Carnegie Investment Counsel
Ohio
$360K +$34.2K +877 +11%
SCM
1096
Schnieders Capital Management
California
$359K +$29.3K +750 +9%
BWP
1097
Baldwin Wealth Partners
Massachusetts
$357K
MFW
1098
Meristem Family Wealth
Minnesota
$357K
TAM
1099
Townsend Asset Management
North Carolina
$357K +$6.75K +173 +2%
GSBTD
1100
Glenview State Bank Trust Department
Illinois
$356K -$4.88K -125 -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.