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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
PVH
1376
Psagot Value Holdings
Israel
$179K +$94.4K +2,419 +114%
APW
1377
Acima Private Wealth
Virginia
$175K -$2.11K -54 -1%
RCG
1378
Rock Creek Group
District of Columbia
$174K +$173K +4,441 New
RCWMU
1379
Rothschild & Co Wealth Management (UK)
United Kingdom
$171K
CFFP
1380
Center for Financial Planning
Michigan
$170K -$117K -3,000 -41%
DOA
1381
D'Orazio & Associates
Virginia
$170K +$3.32K +85 +2%
SBL
1382
Sargent Bickham Lagudis
Colorado
$165K -$6.83K -175 -4%
SCA
1383
Stonebridge Capital Advisors
Minnesota
$165K -$3.9K -100 -2%
FNBOSM
1384
First National Bank of South Miami
Florida
$162K
GAM
1385
Gemmer Asset Management
California
$161K +$234 +6 +0.1%
EWM
1386
Elmwood Wealth Management
California
$159K +$1.79K +46 +1%
BAM
1387
Bellevue Asset Management
Washington
$158K
HFA
1388
Hoover Financial Advisors
Pennsylvania
$157K +$156K +3,990 New
JGIA
1389
Jackson Grant Investment Advisers
Connecticut
$155K -$89.1K -2,283 -37%
PCG
1390
Private Capital Group
Connecticut
$155K -$33.3K -853 -18%
CI
1391
CX Institutional
Indiana
$154K +$6.4K +164 +4%
FCB
1392
First Command Bank
Texas
$153K -$15.6K -400 -9%
FCFS
1393
First Command Financial Services
Texas
$153K -$15.6K -400 -9%
CCMW
1394
Cypress Capital Management (Wyoming)
Wyoming
$153K
BWA
1395
BDO Wealth Advisors
Florida
$151K +$351 +9 +0.2%
WCG
1396
Weaver Consulting Group
California
$150K +$18.6K +478 +14%
TIM
1397
Thornburg Investment Management
New Mexico
$149K +$148K +3,800 New
RBC
1398
Roble Belko & Company
Pennsylvania
$146K
TL
1399
TrueWealth LLC
Georgia
$146K +$2.54K +65 +2%
FMB
1400
Field & Main Bank
Kentucky
$145K +$144K +3,700 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.