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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
MLFP
1426
MPS Loria Financial Planners
Illinois
$114K +$113K +2,898 New
POIA
1427
Pin Oak Investment Advisors
Texas
$112K -$2.93K -75 -3%
JWM
1428
Janiczek Wealth Management
Colorado
$110K
HI
1429
Hudock Inc
Pennsylvania
$109K +$507 +13 +0.5%
TF
1430
Tompkins Financial
New York
$108K +$23.4K +600 +28%
PWMG
1431
Prestige Wealth Management Group
New Jersey
$107K -$3.82K -98 -3%
EW
1432
Evoke Wealth
California
$106K -$48.6K -1,245 -32%
PCFFS
1433
Pacific Center for Financial Services
California
$106K
WAOI
1434
Wealth Advisors of Iowa
Iowa
$104K +$103K +2,642 New
BCA
1435
Berman Capital Advisors
Georgia
$103K +$4.92K +126 +5%
LAS
1436
Lloyd Advisory Services
Georgia
$101K -$65.5K -1,679 -40%
MHR
1437
Matthew Hamilton Rosenberg
$100K -$1.76K -45 -2%
RG
1438
Retirement Group
California
$100K +$99.6K +2,552 New
MFT
1439
Moisand Fitzgerald Tamayo
Florida
$99K
WAM
1440
Wolverine Asset Management
Illinois
$99K +$98.9K +2,535 New
SIAS
1441
Shine Investment Advisory Services
Colorado
$98K +$49.9K +1,279 +105%
NSB
1442
Norway Savings Bank
Maine
$96K -$5.85K -150 -6%
AA
1443
AlphaMark Advisors
Kentucky
$95K +$10.5K +270 +13%
GFPC
1444
Global Financial Private Client
Florida
$94.2K -$25.7K -660 -22%
BWM
1445
Baystate Wealth Management
Massachusetts
$94K +$44.6K +1,143 +91%
AWM
1446
Apollon Wealth Management
South Carolina
$92K +$91.6K +2,348 New
PG
1447
Proffitt & Goodson
Tennessee
$90K +$3.9K +100 +5%
CWC
1448
Carolinas Wealth Consulting
North Carolina
$84K +$81.8K +2,096 New
PCM
1449
Penserra Capital Management
California
$83K -$10.4K -266 -11%
BL
1450
Balentine LLC
Georgia
$83K +$6.87K +176 +9%

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.