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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
JSC
1551
Jackson Square Capital
California
$5K -$4.29K -110 -48%
FCH
1552
Freestone Capital Holdings
Washington
$4.36K +$233K +5,975 +6%
HFS
1553
HBC Financial Services
Washington
$4K -$7.8K -200 -67%
IWP
1554
IAG Wealth Partners
Wisconsin
$4K -$702 -18 -15%
MWC
1555
MBM Wealth Consultants
Missouri
$4K
MCM
1556
MV Capital Management
Maryland
$4K
PP
1557
PrairieView Partners
Minnesota
$4K
WR
1558
Watson Rebecca
$4K +$3.9K +100 New
MWA
1559
MFA Wealth Advisors
Pennsylvania
$3.73K +$3.71K +95 New
HWM
1560
HighMark Wealth Management
Minnesota
$3K -$4.99K -128 -60%
AW
1561
Avion Wealth
Texas
$2K
FEG
1562
Financial Enhancement Group
Indiana
$2K
LWM
1563
Lenox Wealth Management
Ohio
$2K
BC
1564
Barnett & Company
Tennessee
$2K +$2.38K +61 New
TI
1565
tru Independence
Oregon
$1.39K +$66.4K +1,701 +5%
CIA
1566
Cascade Investment Advisors
Oregon
$1.1K +$1.09K +28 New
TC
1567
Trust Company
Kansas
$1K
ST
1568
Sageworth Trust
Pennsylvania
$1K +$546 +14 New
CCM
1569
Cribstone Capital Management
Maine
$1K +$819 +21 New
ECU
1570
Egerton Capital (UK)
United Kingdom
-$77.7M -2,009,991 Closed
Arrowstreet Capital
1571
Arrowstreet Capital
Massachusetts
-$65.6M -1,695,206 Closed
MWNA
1572
Marshall Wace North America
New York
-$39.1M -1,010,120 Closed
WCM
1573
Wedge Capital Management
North Carolina
-$31.5M -815,199 Closed
Balyasny Asset Management
1574
Balyasny Asset Management
Illinois
-$29.2M -754,763 Closed
QIM
1575
Quantitative Investment Management
Virginia
-$17.5M -452,002 Closed

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.