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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
BWA
1501
Burt Wealth Advisors
Maryland
$29K
LFG
1502
Larson Financial Group
Missouri
$29K +$20.4K +522 +244%
EWP
1503
Engrave Wealth Partners
Texas
$28K +$234 +6 +0.8%
TIM
1504
Tortoise Investment Management
New York
$26K
AWM
1505
AllSquare Wealth Management
New York
$25K
ADL
1506
Asset Dedication LLC
California
$24K
SMG
1507
Spectrum Management Group
Indiana
$24K
FBT
1508
First Bank & Trust
South Dakota
$23K -$463K -11,878 -95%
CTB
1509
Country Trust Bank
Illinois
$23K -$9.32K -239 -29%
CMA
1510
Cedar Mountain Advisors
Oregon
$22K +$234 +6 +1%
NCM
1511
New Capital Management
Texas
$20K
RIA
1512
RPG Investment Advisory
California
$20K
HF
1513
Halpern Financial
Virginia
$19.6K
CYG
1514
Clean Yield Group
Vermont
$18K
HDIM
1515
Hanson & Doremus Investment Management
Vermont
$18K
PAI
1516
Pittenger & Anderson Inc
Nebraska
$18K
EWM
1517
Edge Wealth Management
New York
$16K
NL
1518
NVWM LLC
Pennsylvania
$16K
PP
1519
Pacifica Partners
Canada
$16K +$234 +6 +1%
SWM
1520
Selective Wealth Management
Virginia
$16K +$3.9K +100 +33%
TCM
1521
TD Capital Management
Tennessee
$15K -$156 -4 -1%
MF
1522
Manchester Financial
California
$15K
SL
1523
Savior LLC
Massachusetts
$13K
JFA
1524
JNBA Financial Advisors
Minnesota
$13K +$3.9K +100 +44%
PA
1525
Perennial Advisors
New York
$13K +$12.8K +329 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.