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
FMII
1201
Farmers & Merchants Investments Inc
Nebraska
$282K -$585 -15 -0.2%
ACM
1202
Allred Capital Management
Texas
$281K -$18.9K -484 -6%
PCA
1203
Personal Capital Advisors
California
$279K -$145K -3,711 -34%
CNC
1204
Citizens & Northern Corp
Pennsylvania
$279K
FIA
1205
Foundations Investment Advisors
Arizona
$279K +$2.19K +56 +0.8%
Walleye Capital
1206
Walleye Capital
New York
$278K +$276K +7,080 New
WGA
1207
Weather Gauge Advisory
Virginia
$277K -$14.8K -379 -5%
CT
1208
Coastline Trust
Rhode Island
$276K
DP
1209
Dearborn Partners
Illinois
$275K
EF
1210
Empirical Finance
Pennsylvania
$274K +$9.71K +249 +4%
BP
1211
Ballentine Partners
Massachusetts
$273K -$28.1K -720 -9%
FCFC
1212
First Citizens Financial Corp
Iowa
$273K -$25.4K -650 -9%
BOPW
1213
Brandywine Oak Private Wealth
Pennsylvania
$273K
CA
1214
Cornerstone Advisory
Maryland
$273K +$39.1K +1,002 +17%
PIA
1215
Powell Investment Advisors
Florida
$272K +$429 +11 +0.2%
AWA
1216
Acorn Wealth Advisors
Michigan
$271K +$9.21K +236 +4%
AB
1217
Atlas Brown
Kentucky
$270K -$1.64K -42 -0.6%
AWM
1218
Aberdeen Wealth Management
Illinois
$270K +$15.8K +404 +6%
VSWA
1219
Vontobel Swiss Wealth Advisors
Switzerland
$269K -$19.1K -490 -7%
SAM
1220
SP Asset Management
California
$269K -$5.74K -147 -2%
SIS
1221
Sound Income Strategies
Florida
$267K -$87.6K -2,245 -25%
ACA
1222
Affinity Capital Advisors
California
$267K +$2.19K +56 +0.8%
Jones Financial Companies
1223
Jones Financial Companies
Missouri
$265K -$77.9K -1,997 -23%
SFA
1224
Souders Financial Advisors
Ohio
$264K +$12.7K +326 +5%
CCB
1225
Cutter & Co Brokerage
Missouri
$264K +$262K +6,726 New

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.