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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
MCM
1276
Manchester Capital Management
Vermont
$242K
FANJ
1277
Financial Architects (New Jersey)
New Jersey
$241K -$33.1K -848 -12%
SFM
1278
Signet Financial Management
New Jersey
$240K -$31.2K -800 -13%
KTA
1279
Keeley-Teton Advisors
Illinois
$240K
OIA
1280
Optimum Investment Advisors
Illinois
$240K +$7.8K +200 +3%
PIA
1281
Pinion Investment Advisors
Kansas
$239K -$4.25K -109 -2%
SCM
1282
Silvant Capital Management
Georgia
$239K
TFA
1283
Toth Financial Advisory
Virginia
$237K -$17.7K -453 -7%
TAM
1284
Tocqueville Asset Management
New York
$237K -$8.47K -217 -3%
EW
1285
Element Wealth
Mississippi
$237K +$15.4K +396 +7%
AMC
1286
Asset Management Corp
Illinois
$237K +$236K +6,045 New
HVIA
1287
Hudson Valley Investment Advisors
New York
$236K
MGIA
1288
Moneta Group Investment Advisors
Missouri
$236K +$235K +6,013 New
HTHT
1289
Hemenway Trust Hemenway Trust
New Hampshire
$235K -$29.7K -760 -11%
TIA
1290
Tandem Investment Advisors
South Carolina
$235K +$5.5K +141 +2%
WIC
1291
Woodmont Investment Counsel
Tennessee
$233K +$15.6K +400 +7%
NAM
1292
NTV Asset Management
West Virginia
$232K -$19.5K -500 -8%
ST
1293
Sabal Trust
Florida
$232K
RPWA
1294
Regent Peak Wealth Advisors
Georgia
$232K +$19.4K +497 +9%
PLFAM
1295
Pineno Levin & Ford Asset Management
Virginia
$231K -$10.6K -271 -4%
GIP
1296
Greatmark Investment Partners
Georgia
$231K
GIA
1297
Guyasuta Investment Advisors
Pennsylvania
$231K
ISB
1298
Iowa State Bank
Iowa
$230K -$117K -3,000 -34%
NDSI
1299
Newman Dignan & Sheerar Inc
Rhode Island
$230K -$390 -10 -0.2%
RIM
1300
Regent Investment Management
Kentucky
$230K +$11.7K +300 +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.