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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
WCAMG
1151
Woodard & Company Asset Management Group
North Carolina
$315K
CCM
1152
Carlson Capital Management
Minnesota
$315K +$107K +2,754 +54%
ECM
1153
Evergreen Capital Management
Washington
$314K -$28.9K -742 -8%
WHRC
1154
W.H. Reaves & Co
New Jersey
$314K -$3.9K -100 -1%
MFG
1155
Magnus Financial Group
New York
$314K +$70.8K +1,816 +29%
LWM
1156
Laidlaw Wealth Management
New York
$312K -$37.4K -958 -11%
CA
1157
Claro Advisors
Massachusetts
$312K -$25.7K -660 -8%
RG
1158
Rikoon Group
New Mexico
$311K -$39K -1,000 -11%
PFM
1159
Parsec Financial Management
North Carolina
$311K -$2.38K -61 -0.8%
ONST
1160
Old North State Trust
North Carolina
$309K -$7.84K -201 -2%
AWA
1161
ARS Wealth Advisors
Florida
$309K +$5.46K +140 +2%
DY
1162
Dowling & Yahnke
California
$308K -$6.71K -172 -2%
PPSG
1163
Princeton Portfolio Strategies Group
New Jersey
$308K -$3.24K -83 -1%
WB
1164
West Bancorporation
Iowa
$308K
CA
1165
Callahan Advisors
Texas
$307K -$18K -461 -6%
BHTS
1166
Bar Harbor Trust Services
Maine
$307K +$3.9K +100 +1%
WB
1167
Webster Bank
Connecticut
$306K
RCM
1168
RB Capital Management
Nevada
$304K -$129K -3,319 -30%
GWMIA
1169
Global Wealth Management Investment Advisory
Florida
$304K -$31.1K -796 -9%
FTC
1170
Farmers Trust Company
Ohio
$304K
CIA
1171
Choate Investment Advisors
Massachusetts
$303K -$42.1K -1,080 -12%
CCA
1172
Cobblestone Capital Advisors
New York
$302K
TSS
1173
Two Sigma Securities
New York
$302K +$300K +7,687 New
IWP
1174
Icon Wealth Partners
Texas
$301K -$60K -1,538 -17%
PWM
1175
Perigon Wealth Management
California
$301K -$19.4K -497 -6%

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.