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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
LAM
1476
Lountzis Asset Management
Pennsylvania
$54K +$53.4K +1,370 New
JWA
1477
JFS Wealth Advisors
Pennsylvania
$53K -$48.8K -1,250 -48%
PO
1478
Private Ocean
California
$51K -$60.5K -1,551 -54%
LWM
1479
Liberty Wealth Management
California
$51K -$12.1K -311 -19%
CAM
1480
Costello Asset Management
Pennsylvania
$51K +$50.7K +1,300 New
LWS
1481
Lucia Wealth Services
California
$50K -$15.6K -400 -24%
GEA
1482
Glen Eagle Advisors
New Jersey
$49.7K -$234 -6 -0.5%
CWM
1483
Campbell Wealth Management
Virginia
$48K +$47.6K +1,220 New
IRAG
1484
Investment Research & Advisory Group
Georgia
$47K
FPB
1485
First PREMIER Bank
South Dakota
$47K +$38.6K +990 +495%
BL
1486
Bleichroeder LP
New York
$47K +$46.8K +1,200 New
GTAM
1487
Global Trust Asset Management
Florida
$44K -$8.08K -207 -16%
EAM
1488
Erste Asset Management
Austria
$39.3K
FPFS
1489
First Personal Financial Services
North Carolina
$39K -$3.9K -100 -9%
NPP
1490
New Potomac Partners
Maryland
$39K
WAS
1491
Winch Advisory Services
Wisconsin
$38K +$312 +8 +0.8%
NICM
1492
Neo Ivy Capital Management
New York
$38K +$38.2K +979 New
WPA
1493
West Paces Advisors
Georgia
$37.4K +$2.93K +75 +9%
PFO
1494
Pathstone Family Office
New Jersey
$37K -$18.9K -485 -34%
EARNEST Partners
1495
EARNEST Partners
Georgia
$37K
IF
1496
Ironwood Financial
Arizona
$37K +$4.06K +104 +12%
PCTC
1497
Perkins Coie Trust Company
Washington
$36K -$2.77K -71 -7%
CIAS
1498
CBIZ Investment Advisory Services
Ohio
$34K
BCA
1499
Bray Capital Advisors
Florida
$31K
RCG
1500
Ruggie Capital Group
Florida
$30K +$624 +16 +2%

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.