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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
OCPWS
1126
One Charles Private Wealth Services
Massachusetts
$333K +$301K +7,711 New
FFBTD
1127
First Financial Bank - Trust Division
Ohio
$332K -$39.8K -1,021 -11%
CVM
1128
Cheviot Value Management
California
$332K +$58.2K +1,491 +21%
CC
1129
Centiva Capital
New York
$331K -$619K -15,858 -65%
HI
1130
Hendershot Investments
Virginia
$331K
RB
1131
Rodgers Brothers
Pennsylvania
$331K +$23.9K +612 +8%
SFP
1132
Shepherd Financial Partners
Massachusetts
$328K -$54.7K -1,403 -14%
TFS
1133
TrustCore Financial Services
Tennessee
$327K -$21.3K -545 -6%
IA
1134
IFG Advisors
Missouri
$327K
FCA
1135
FLC Capital Advisors
California
$326K -$130K -3,322 -29%
BFG
1136
Bouchey Financial Group
New York
$326K +$52.5K +1,345 +19%
GCAC
1137
Guardian Capital Advisors (Canada)
Ontario, Canada
$325K
PFSC
1138
Peoples Financial Services Corp
Pennsylvania
$324K -$3.9K -100 -1%
NB
1139
Northwest Bancshares
Pennsylvania
$324K +$1.36K +35 +0.4%
ANTB
1140
AMG National Trust Bank
Colorado
$324K +$322K +8,244 New
MSS
1141
Mitchell Sinkler & Starr
Pennsylvania
$323K
WA
1142
Wealth Alliance
New York
$320K -$138K -3,531 -30%
MHIC
1143
Marble Harbor Investment Counsel
Massachusetts
$320K
ClearBridge Investments
1144
ClearBridge Investments
New York
$319K -$211K -5,411 -40%
DJSG
1145
D.J. St. Germain
Massachusetts
$319K -$26.3K -674 -8%
FP
1146
Financial Perspectives
Minnesota
$319K +$39 +1 +0%
CAGAS
1147
Capital Advisory Group Advisory Services
Minnesota
$318K +$164K +4,208 +108%
PA
1148
Procyon Advisors
Connecticut
$317K -$27.7K -711 -8%
LSAG
1149
Lake Street Advisors Group
New Hampshire
$317K +$57.4K +1,470 +22%
PWPS
1150
Pinnacle Wealth Planning Services
Ohio
$316K -$18.1K -464 -5%

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.