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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
BIM
1651
Barton Investment Management
Pennsylvania
-$183K -4,740 Closed
IUHSA
1652
Itau Unibanco Holding S.A.
Brazil
-$181K -4,684 Closed
RBFC
1653
Roman Butler Fullerton & Co
Missouri
-$225K -4,510 Closed
DWM
1654
Darwin Wealth Management
Florida
-$141K -3,666 Closed
RFM
1655
Royal Fund Management
Florida
-$134K -3,476 Closed
BEAM
1656
Baker Ellis Asset Management
Washington
-$110K -2,850 Closed
KFI
1657
Key Financial Inc
Pennsylvania
-$88K -2,364 Closed
GSC
1658
G&S Capital
Colorado
-$67K -1,755 Closed
WCM
1659
Wealthcare Capital Management
Virginia
-$67K -1,729 Closed
CAN
1660
Claraphi Advisory Network
United States
-$55K -1,432 Closed
MWM
1661
MBE Wealth Management
Wisconsin
-$45K -1,166 Closed
FA
1662
Forefront Analytics
Pennsylvania
-$44.7K -1,157 Closed
AIM
1663
Arcadia Investment Management
Michigan
-$44K -1,150 Closed
PCMK
1664
Paragon Capital Management (Kansas)
Kansas
-$44K -1,150 Closed
MCM
1665
McMillion Capital Management
North Carolina
-$39K -1,000 Closed
SL
1666
Salomon & Ludwin
Virginia
-$34K -867 Closed
AC
1667
AlphaCore Capital
California
-$31K -803 Closed
SC
1668
Solstein Capital
California
-$28K -725 Closed
CCM
1669
Cox Capital Management
Massachusetts
-$32K -650 Closed
AIS
1670
Accurate Investment Solutions
Pennsylvania
-$21K -542 Closed
PRC
1671
Pearl River Capital
Michigan
-$20K -522 Closed
VCM
1672
Vigilant Capital Management
Maine
-$19K -500 Closed
BCM
1673
Brooktree Capital Management
Michigan
-$15K -399 Closed
BII
1674
Bainco International Investors
Massachusetts
-$11K -290 Closed
PCM
1675
Prelude Capital Management
New York
-$9.95K -255 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.