We are live on ! Find out more
MO icon

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
KFGK
1176
Keystone Financial Group (Kentucky)
Kentucky
$301K -$5.5K -141 -2%
RIM
1177
Rockbridge Investment Management
New York
$300K +$299K +7,654 New
WMA
1178
Wealth Management Associates
New Jersey
$300K -$76.7K -1,965 -20%
PL
1179
Plancorp LLC
Missouri
$299K -$20.7K -531 -7%
FBFS
1180
First Business Financial Services
Wisconsin
$299K
NB
1181
Nicolet Bankshares
Wisconsin
$298K -$11.2K -286 -4%
I
1182
INVST
Indiana
$298K +$36.6K +938 +14%
CPSAC
1183
Chas P. Smith & Associates (CPS)
Florida
$297K -$40.7K -1,043 -12%
GC
1184
Grimes & Company
Massachusetts
$297K -$20.6K -528 -7%
CPIG
1185
Chicago Partners Investment Group
Illinois
$296K -$42.5K -1,090 -13%
MGIM
1186
M&G Investment Management
United Kingdom
$296K
OC
1187
Oarsman Capital
Wisconsin
$296K +$294K +7,537 New
FBP
1188
Flippin Bruce & Porter
Virginia
$294K -$5.85K -150 -2%
ITIM
1189
Indiana Trust & Investment Management
Indiana
$294K
NJBEST
1190
New Jersey Better Educational Savings Trust
New Jersey
$294K
BIAS
1191
Beacon Investment Advisory Services
New Jersey
$289K -$270K -6,915 -48%
NO
1192
Ninety One
South Africa
$289K
AIL
1193
AGF Investments LLC
Ontario, Canada
$286K -$274K -7,013 -49%
SWRP
1194
Summit Wealth & Retirement Planning
California
$286K -$429 -11 -0.2%
WA
1195
Wambolt & Associates
Colorado
$286K +$1.44K +37 +0.5%
SAMC
1196
Spectrum Asset Management (California)
California
$285K -$108K -2,780 -28%
MPM
1197
Meritage Portfolio Management
Kansas
$285K
DIM
1198
DC Investments Management
Virginia
$285K +$283K +7,252 New
TW
1199
Transform Wealth
Colorado
$282K -$20.3K -520 -7%
TFGT
1200
TS Financial Group (TSFG)
Illinois
$282K -$6.75K -173 -2%

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.