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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
MCWS
1601
McKinley Carter Wealth Services
West Virginia
-$651K -16,846 Closed
PP
1602
PagnatoKarp Partners
Virginia
-$615K -15,567 Closed
MC
1603
Martin Currie
United Kingdom
-$581K -15,012 Closed
SIM
1604
Sterling Investment Management
Arizona
-$556K -14,375 Closed
SSA
1605
Schonfeld Strategic Advisors
New York
-$540K -13,970 Closed
DS
1606
DRW Securities
Illinois
-$533K -13,881 Closed
MFG
1607
MidWestOne Financial Group
Iowa
-$516K -13,342 Closed
HPC
1608
Hobart Private Capital
North Carolina
-$510K -13,193 Closed
NWA
1609
New World Advisors
Massachusetts
-$645K -12,933 Closed
SA
1610
Strategic Advisors
New York
-$464K -11,554 Closed
HR
1611
Hayden Royal
North Carolina
-$439K -11,127 Closed
TG
1612
TCW Group
California
-$419K -10,824 Closed
OMC
1613
Old Mission Capital
Illinois
-$417K -10,794 Closed
HA
1614
H2O AM
United Kingdom
-$404K -10,468 Closed
CP
1615
Cumberland Partners
Ontario, Canada
-$396K -10,237 Closed
RSWM
1616
Robertson Stephens Wealth Management
California
-$396K -10,006 Closed
AIM
1617
Allen Investment Management
New York
-$372K -9,623 Closed
ACI
1618
Alpha Cubed Investments
California
-$352K -9,090 Closed
CIC
1619
Canal Insurance Company
South Carolina
-$348K -9,000 Closed
TIM
1620
Total Investment Management
Arizona
-$347K -8,973 Closed
BAC
1621
Boys Arnold & Co
North Carolina
-$337K -8,704 Closed
LOAMS
1622
Lombard Odier Asset Management (Switzerland)
Switzerland
-$324K -8,376 Closed
VWA
1623
V Wealth Advisors
Kansas
-$312K -8,078 Closed
B
1624
Bellecapital
Switzerland
-$299K -7,740 Closed
JIP
1625
Jaffetilchin Investment Partners
Florida
-$289K -7,478 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.