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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
EVM
101
Eaton Vance Management
Massachusetts
$42.3M -$39.6M -1,016,057 -49%
Lido Advisors
102
Lido Advisors
California
$42.1M -$2.65M -67,805 -6%
PAMU
103
Pictet Asset Management (UK)
United Kingdom
$40.9M -$7.7M -197,352 -16%
GIA
104
Gateway Investment Advisers
Ohio
$40.4M -$3.92M -100,370 -9%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$40M -$702K -17,989 -2%
Osaic Holdings
106
Osaic Holdings
Arizona
$39.7M -$38.4M -983,055 -49%
AG
107
Aperio Group
California
$38.8M +$5.35M +137,215 +16%
Robeco Institutional Asset Management
108
Robeco Institutional Asset Management
Netherlands
$37.5M +$3.01M +77,211 +9%
HighTower Advisors
109
HighTower Advisors
Illinois
$37.4M +$801K +20,533 +2%
Retirement Systems of Alabama
110
Retirement Systems of Alabama
Alabama
$37M -$820K -21,030 -2%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$36.8M -$8.1M -207,700 -18%
LPL Financial
112
LPL Financial
California
$36.6M -$3.16M -80,897 -8%
Man Group
113
Man Group
United Kingdom
$35.5M +$26M +665,212 +278%
US Bancorp
114
US Bancorp
Minnesota
$34M -$1.14M -29,292 -3%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$33M +$1.36M +34,825 +4%
TD Asset Management
116
TD Asset Management
Ontario, Canada
$32.3M -$846K -21,678 -3%
CI
117
Conning Inc
Connecticut
$31.9M +$3.37M +86,485 +12%
Stifel Financial
118
Stifel Financial
Missouri
$31.9M -$424K -10,863 -1%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$31.7M -$310K -7,956 -1%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$31.1M -$28.7M -736,193 -48%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$30.5M -$4.83M -123,730 -14%
Capital Fund Management (CFM)
122
Capital Fund Management (CFM)
France
$29.6M -$7.9M -202,440 -21%
RCM
123
RNC Capital Management
California
$28.7M +$382K +9,793 +1%
VRS
124
Virginia Retirement Systems
Virginia
$28M +$4.17M +106,800 +18%
Royal London Asset Management
125
Royal London Asset Management
United Kingdom
$27.8M -$1.31M -33,468 -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.