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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
RCA
1301
Ranch Capital Advisors
Florida
$230K +$17.6K +450 +9%
DW
1302
Domani Wealth
Pennsylvania
$229K -$1.19M -30,433 -84%
1WA
1303
180 Wealth Advisors
Washington
$229K -$1.95K -50 -0.9%
WDA
1304
Wendell David Associates
New Hampshire
$228K -$18.3K -468 -7%
AFG
1305
Albion Financial Group
Utah
$228K -$5.81K -149 -3%
ST
1306
Smithfield Trust
Pennsylvania
$228K +$30.8K +790 +16%
CW
1307
CreativeOne Wealth
Kansas
$228K +$227K +5,814 New
CF
1308
Corrigan Financial
Rhode Island
$227K -$23K -590 -9%
SWM
1309
Sugarloaf Wealth Management
Georgia
$227K +$2.03K +52 +0.9%
DIM
1310
Delta Investment Management
California
$226K
GEM
1311
Global Endowment Management
North Carolina
$226K
FBC
1312
Fairfield, Bush & Co
Connecticut
$226K +$225K +5,768 New
UF
1313
Univest Financial
Pennsylvania
$225K -$24.3K -624 -10%
WA
1314
Waverly Advisors
Alabama
$224K +$205K +5,257 New
BWA
1315
Beam Wealth Advisors
Louisiana
$223K -$23.4K -600 -10%
DA
1316
Detalus Advisors
Missouri
$222K -$2.73K -70 -1%
HBT
1317
Hills Bank & Trust
Iowa
$221K
BCM
1318
Bienville Capital Management
New York
$220K -$128K -3,280 -37%
PP
1319
PDS Planning
Ohio
$220K +$13.1K +335 +6%
HIS
1320
Horizon Investment Services
Indiana
$220K +$219K +5,617 New
BHWM
1321
Bar Harbor Wealth Management
New Hampshire
$219K -$41K -1,050 -16%
WPIC
1322
White Pine Investment Company
Michigan
$219K -$39K -1,000 -15%
FFC
1323
First Financial Corp
Indiana
$219K -$34.1K -874 -14%
CFG
1324
Cooper Financial Group
California
$219K +$13.4K +344 +7%
RWB
1325
RMR Wealth Builders
New Jersey
$219K +$218K +5,580 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.