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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
CA
1526
Crewe Advisors
Utah
$12K
ECM
1527
EII Capital Management
New York
$12K
FWM
1528
FSA Wealth Management
Massachusetts
$11K
NC
1529
NewSquare Capital
Pennsylvania
$10K -$3.94K -101 -28%
CA
1530
Centerpoint Advisors
Massachusetts
$10K
LWA
1531
Lenox Wealth Advisors
New York
$10K +$9.75K +250 New
EWA
1532
Evolution Wealth Advisors
Florida
$10K +$10.4K +266 New
FRA
1533
Front Row Advisors
California
$9K
APWA
1534
Atlas Private Wealth Advisors
New Jersey
$9K +$8.82K +226 New
APC
1535
Aspire Private Capital
North Carolina
$8K -$139K -3,557 -94%
CCA
1536
Column Capital Advisors
Indiana
$8K
IFA
1537
Interactive Financial Advisors
Illinois
$8K
LWA
1538
Lowe Wealth Advisors
Maryland
$8K
RWG
1539
Regal Wealth Group
California
$8K
RTC
1540
Riverview Trust Company
Washington
$8K
DCM
1541
Davis Capital Management
Florida
$8K +$117 +3 +2%
AJ
1542
Ashburton (Jersey)
Jersey
$8K +$8.23K +211 New
SMFG
1543
Sumitomo Mitsui Financial Group
Japan
$7K -$234K -5,998 -97%
BHWM
1544
Bay Harbor Wealth Management
Maryland
$7K -$86.8K -2,225 -93%
ANBT
1545
American National Bank & Trust
Texas
$7K -$5.66K -145 -45%
HCM
1546
Horrell Capital Management
Arkansas
$7K
PW
1547
Price Wealth
Texas
$7K +$6.75K +173 New
PCA
1548
Providence Capital Advisors
North Carolina
$6K -$7.69K -197 -55%
EI
1549
Ellevest Inc
New York
$6K +$351 +9 +6%
RWML
1550
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.89K

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.