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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
CCM
1101
Condor Capital Management
New Jersey
$355K +$27.3K +700 +8%
OFW
1102
Omnia Family Wealth
Florida
$354K -$147K -3,768 -30%
PWP
1103
Private Wealth Partners
California
$353K -$390K -10,000 -53%
UBV
1104
United Bank (Virginia)
Virginia
$353K +$7.8K +200 +2%
Macquarie Group
1105
Macquarie Group
Australia
$352K -$536K -13,751 -61%
CPA
1106
Court Place Advisors
Maryland
$352K +$5.46K +140 +2%
GD
1107
Grandfield & Dodd
New York
$350K -$4.17K -107 -1%
AR
1108
Advisory Research
Illinois
$349K
CIM
1109
CIM Investment Management
Pennsylvania
$349K
MS
1110
Madden Securities
Texas
$349K +$347K +8,894 New
ECG
1111
Edge Capital Group
Georgia
$348K -$6.05K -155 -2%
BFC
1112
Bedel Financial Consulting
Indiana
$348K -$858 -22 -0.2%
TMAM
1113
Tokio Marine Asset Management
Japan
$348K +$36.1K +926 +12%
SFG
1114
Sowa Financial Group
Rhode Island
$347K +$117 +3 +0%
PFGIA
1115
Patriot Financial Group Insurance Agency
Massachusetts
$343K -$42.7K -1,094 -11%
TW
1116
Towerpoint Wealth
California
$343K +$60.2K +1,543 +21%
PB
1117
Pinnacle Bancorp
Nebraska
$343K +$78.8K +2,021 +30%
RMDI
1118
R.M. Davis Inc
Maine
$342K -$84.4K -2,164 -20%
CS
1119
Candriam SCA
Luxembourg
$341K +$20.3K +520 +6%
WSCM
1120
Wellington Shields Capital Management
New York
$340K +$1.01K +26 +0.3%
LI
1121
Lafayette Investments
Maryland
$339K
MAM
1122
Meeder Asset Management
Ohio
$338K -$59.7K -1,531 -15%
HIC
1123
Harvey Investment Company
Kentucky
$334K -$5.85K -150 -2%
CIM
1124
Cambria Investment Management
California
$334K +$19.5K +500 +6%
CT
1125
Clearstead Trust
Maine
$333K

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.