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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
1401
Reitz Capital Advisors
Michigan
$144K +$143K +3,672 New
PMFA
1402
Plante Moran Financial Advisors
Michigan
$142K -$10.4K -267 -7%
GCM
1403
Gables Capital Management
Florida
$142K -$7.8K -200 -5%
SFSIG
1404
San Francisco Sentry Investment Group
California
$141K +$70.7K +1,813 +103%
WOC
1405
West Oak Capital
California
$139K
EFSCE
1406
Enterprise Financial Services Corp (EFSC)
Missouri
$138K -$85.5K -2,192 -38%
CBT
1407
Central Bank & Trust
Kentucky
$137K -$164K -4,200 -55%
LFG
1408
LifePlan Financial Group
Ohio
$137K
GWS
1409
Glassman Wealth Services
Virginia
$135K +$1.76K +45 +1%
LWANC
1410
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K -$27.1K -695 -17%
MIFH
1411
Migdal Insurance & Financial Holdings
Israel
$132K -$819 -21 -0.6%
AAP
1412
Arax Advisory Partners
Colorado
$132K +$6.28K +161 +5%
CB
1413
CNB Bank
Pennsylvania
$131K -$4.68K -120 -3%
HCM
1414
Highlander Capital Management
New Jersey
$129K
RWA
1415
Ropes Wealth Advisors
Massachusetts
$129K +$3.59K +92 +3%
SIAP
1416
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$129K +$4.76K +122 +4%
VCM
1417
Versant Capital Management
Arizona
$124K -$7.02K -180 -5%
ZB
1418
Zions Bancorporation
Utah
$121K -$543K -13,926 -82%
AIC
1419
Archer Investment Corporation
Indiana
$120K
VIM
1420
Veritas Investment Management
United Kingdom
$118K -$156K -4,000 -57%
ATC
1421
Adirondack Trust Company
New York
$118K
KPW
1422
Kore Private Wealth
New York
$116K -$819 -21 -0.7%
BBA
1423
Braun-Bostich & Associates
Pennsylvania
$116K
AWA
1424
Arkadios Wealth Advisors
Georgia
$114K +$13.7K +351 +14%
CAL
1425
Capital Advisors Ltd
Ohio
$114K

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.