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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
SWP
1326
Summit Wealth Partners
Florida
$218K +$468 +12 +0.2%
CAM
1327
Congress Asset Management
Massachusetts
$218K
AGM
1328
Alpine Global Management
New York
$217K +$216K +5,538 New
HIA
1329
Harbor Investment Advisory
Maryland
$216K -$108K -2,778 -34%
SFG
1330
Summit Financial Group
West Virginia
$216K -$39K -1,000 -15%
RFN
1331
RDA Financial Network
Iowa
$216K -$15.6K -400 -7%
GLA
1332
Great Lakes Advisors
Illinois
$216K -$10.5K -268 -5%
EA
1333
Ellsworth Advisors
Ohio
$215K +$213K +5,469 New
BS
1334
Banco Santander
Spain
$214K -$251K -6,445 -54%
WCM
1335
Whitener Capital Management
North Carolina
$214K -$80.1K -2,054 -27%
GC
1336
Garde Capital
Washington
$214K +$1.09K +28 +0.5%
NQWM
1337
Northwest Quadrant Wealth Management
Oregon
$213K +$212K +5,426 New
SBSB
1338
Sullivan, Bruyette, Speros & Blaney
Virginia
$212K -$14.6K -373 -6%
ZCM
1339
Zebra Capital Management
Connecticut
$212K +$211K +5,401 New
KFA
1340
Kelleher Financial Advisors
New York
$211K -$15.6K -400 -7%
PHAM
1341
Palisades Hudson Asset Management
Florida
$211K
GFS
1342
GYL Financial Synergies
Connecticut
$211K +$1.68K +43 +0.8%
NEWAS
1343
N.E.W. Advisory Services
Wisconsin
$211K +$210K +5,384 New
FMTCOCP
1344
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$210K -$35.1K -900 -14%
TFO
1345
Tarbox Family Office
California
$210K +$41.4K +1,061 +25%
AIM
1346
Aspen Investment Management
Michigan
$209K
SDWMA
1347
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K
CCT
1348
Capital City Trust
Florida
$209K +$780 +20 +0.4%
SWMG
1349
Strategic Wealth Management Group
Maryland
$209K +$1.48K +38 +0.7%
SRIM
1350
Saratoga Research & Investment Management
California
$208K

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.