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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
FLPIM
1351
F.L. Putnam Investment Management
Massachusetts
$206K -$68.9K -1,766 -25%
SHWM
1352
Smith & Howard Wealth Management
Georgia
$206K -$40.8K -1,045 -17%
ZIC
1353
ZWJ Investment Counsel
Georgia
$205K -$1.76M -45,023 -90%
QCG
1354
Quadrant Capital Group
Ohio
$205K -$489K -12,522 -71%
IC
1355
IEQ Capital
California
$204K -$157K -4,031 -44%
NWM
1356
Northwest Wealth Management
Iowa
$204K -$12.5K -321 -6%
DLHL
1357
Donald L. Hagan LLC
Florida
$204K +$7.06K +181 +4%
CWM
1358
Confluence Wealth Management
Oregon
$203K +$202K +5,174 New
BO
1359
BRR OpCo
Ohio
$201K -$4.8K -123 -2%
WCM
1360
Windsor Capital Management
Arizona
$201K -$1.95K -50 -1%
TBNY
1361
Trustco Bank (New York)
New York
$201K +$199K +5,100 New
MPI
1362
Mairs & Power Inc
Minnesota
$201K +$200K +5,117 New
CFO
1363
CVA Family Office
Colorado
$199K +$148K +3,784 +296%
TFA
1364
Transamerica Financial Advisors
Florida
$198K +$196K +5,029 New
MCA
1365
Mercer Capital Advisers
New Jersey
$196K +$195K +5,000 New
SWA
1366
Sutton Wealth Advisors
Florida
$191K -$71.7K -1,839 -27%
TF
1367
TimeScale Financial
Massachusetts
$189K -$11.7K -300 -6%
AI
1368
AdvisorShares Investments
Maryland
$187K -$23.3K -596 -11%
ACM
1369
AUA Capital Management
Pennsylvania
$186K
MWP
1370
Meridian Wealth Partners
Pennsylvania
$186K +$1.33K +34 +0.7%
FC
1371
FORA Capital
Florida
$183K -$1.06M -27,055 -85%
PCIA
1372
Prime Capital Investment Advisors
Kansas
$183K +$40.3K +1,034 +28%
CHC
1373
City Holding Co
West Virginia
$182K
CFD
1374
Creative Financial Designs
Indiana
$180K +$103K +2,642 +136%
ED
1375
Exane Derivatives
France
$180K -$2.82M -72,293 -94%

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.