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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
AWM
1451
Atticus Wealth Management
Florida
$80K -$10.4K -266 -12%
HIM
1452
Hillsdale Investment Management
Ontario, Canada
$78K +$35.1K +900 +82%
BWM
1453
BerganKDV Wealth Management
Minnesota
$77K -$2.42K -62 -3%
FCM
1454
Firestone Capital Management
Florida
$76K
ME
1455
McIlrath & Eck
Washington
$74K +$4.8K +123 +7%
AWM
1456
Avior Wealth Management
Nebraska
$74K +$22.8K +584 +44%
GG
1457
Gleason Group
Kentucky
$72K +$1.41K +36 +2%
KFS
1458
Kelly Financial Services
Massachusetts
$71.4K
CWM
1459
Cranbrook Wealth Management
Michigan
$69K +$351 +9 +0.5%
LC
1460
Lindbrook Capital
California
$68K +$4.17K +107 +7%
CAL
1461
Capital Analysts LLC
Pennsylvania
$67K
SC
1462
Sawyer & Company
Massachusetts
$65K -$20.1K -515 -24%
CPA
1463
Cowen Prime Advisors
New York
$63K
BCM
1464
Bourgeon Capital Management
Connecticut
$61K
SAM
1465
S.A. Mason
Michigan
$59K -$37.5K -961 -39%
SSWG
1466
Seven Springs Wealth Group
Tennessee
$59K
VIMU
1467
Veritas Investment Management (UK)
United Kingdom
$59K
CCM
1468
Copeland Capital Management
Pennsylvania
$58K
TCCM
1469
Timber Creek Capital Management
Massachusetts
$56K
WIM
1470
Westside Investment Management
California
$55.2K +$7.8K +200 +3%
BEI
1471
Benjamin Edwards Inc
Missouri
$55K
FA
1472
Fortis Advisors
Pennsylvania
$55K +$55.1K +1,413 New
BAMG
1473
Brand Asset Management Group
Missouri
$54K -$34K -872 -39%
TCM
1474
Tradewinds Capital Management
Washington
$54K -$8.74K -224 -14%
PK
1475
Pflug Koory
Nebraska
$54K +$23.4K +600 +78%

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.