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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
WI
1626
WrapManager Inc
California
-$277K -7,161 Closed
CHP
1627
Cable Hill Partners
Oregon
-$274K -7,081 Closed
TC
1628
TownSquare Capital
Utah
-$264K -6,963 Closed
SIA
1629
Strategic Investment Advisors
Michigan
-$266K -6,866 Closed
HFM
1630
Harvest Fund Management
China
-$262K -6,794 Closed
ACWM
1631
Adams Chetwood Wealth Management
North Carolina
-$247K -6,733 Closed
FNBOO
1632
First National Bank of Omaha
Nebraska
-$259K -6,693 Closed
DAC
1633
Dividend Assets Capital
South Carolina
-$256K -6,619 Closed
LA
1634
Legacy Advisors
Pennsylvania
-$247K -6,398 Closed
CCMG
1635
Clark Capital Management Group
Pennsylvania
-$244K -6,312 Closed
TCM
1636
Telos Capital Management
California
-$227K -5,875 Closed
WA
1637
WESPAC Advisors
California
-$220K -5,679 Closed
LSPW
1638
Lake Street Private Wealth
Illinois
-$219K -5,656 Closed
FNBOH
1639
First National Bank of Hutchinson
Kansas
-$212K -5,473 Closed
IA
1640
Independence Advisors
Pennsylvania
-$209K -5,407 Closed
WAG
1641
Winthrop Advisory Group
Massachusetts
-$206K -5,330 Closed
FAN
1642
Financial Advisors Network
California
-$206K -5,328 Closed
SCG
1643
Sonata Capital Group
Washington
-$204K -5,264 Closed
P
1644
&Partners
Tennessee
-$204K -5,263 Closed
WA
1645
Winfield Associates
Ohio
-$203K -5,261 Closed
PAIM
1646
Punch & Associates Investment Management
Minnesota
-$203K -5,254 Closed
MWM
1647
Meridian Wealth Management
Kentucky
-$202K -5,239 Closed
TSWM
1648
Triangle Securities Wealth Management
North Carolina
-$200K -5,167 Closed
MWM
1649
MinichMacGregor Wealth Management
New York
-$205K -5,017 Closed
SWP
1650
Strategic Wealth Partners
Ohio
-$248K -4,971 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.