We are live on ! Find out more
MO icon

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
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$20.3M +$1.47M +37,668 +8%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$20M +$2.52M +64,532 +15%
AA
153
ALPS Advisors
Colorado
$19.6M -$2.36M -60,439 -11%
MIM
154
MetLife Investment Management
New Jersey
$19.1M +$176K +4,499 +0.9%
AIA
155
Avalon Investment & Advisory
Texas
$18.4M -$5.71M -146,266 -24%
GAM
156
Goldentree Asset Management
New York
$18.2M +$18.1M +464,689 New
OAG
157
Orbis Allan Gray
Bermuda
$18.1M -$80.1M -2,052,656 -82%
6CM
158
683 Capital Management
New York
$17.8M -$2.73M -70,000 -13%
Creative Planning
159
Creative Planning
Kansas
$17.5M +$524K +13,425 +3%
AssetMark Inc
160
AssetMark Inc
California
$17.5M +$2.75M +70,586 +19%
GL
161
Governors Lane
New York
$17.2M -$621K -15,905 -4%
ASRS
162
Arizona State Retirement System
Arizona
$17.1M +$3.93M +100,653 +30%
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$17M +$1.78M +45,706 +12%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$16.7M +$840K +21,523 +5%
Boston Partners
165
Boston Partners
Massachusetts
$16.7M -$24.4M -624,340 -60%
MIS
166
Morningstar Investment Services
Illinois
$15.8M +$6.65M +170,379 +74%
Aviva
167
Aviva
United Kingdom
$15.6M -$1.48M -37,825 -9%
Calamos Advisors
168
Calamos Advisors
Illinois
$15.5M -$839K -21,509 -5%
SFI
169
Susquehanna Fundamental Investments
Pennsylvania
$15M +$9.38M +240,300 +168%
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$15M -$1.67M -42,750 -10%
GRQ
171
Gardner Russo & Quinn
Pennsylvania
$14.9M +$173K +4,431 +1%
QAM
172
QCI Asset Management
New York
$14.7M +$367K +9,401 +3%
Nomura Asset Management
173
Nomura Asset Management
Japan
$14.6M +$411K +10,532 +3%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$14.5M -$471K -12,083 -3%
AAM
175
Advisors Asset Management
Colorado
$14.4M -$588K -15,075 -4%

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.