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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
HP
201
Hikari Power
Japan
$12.6M -$135K -3,470 -1%
CIA
202
Capital Investment Advisors
Georgia
$12.6M +$845K +21,652 +7%
GAM
203
Gotham Asset Management
New York
$12.4M -$11.5M -294,377 -48%
JMPWA
204
JP Morgan Private Wealth Advisors
California
$12.3M -$627K -16,077 -5%
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$12.2M -$463K -11,877 -4%
Brown Advisory
206
Brown Advisory
Maryland
$12.2M -$1.28M -32,935 -10%
MSE
207
MUFG Securities EMEA
United Kingdom
$12.2M +$6.98M +179,000 +137%
MSL
208
Mackay Shields LLC
New York
$12.1M +$56.9K +1,459 +0.5%
Squarepoint
209
Squarepoint
New York
$11.8M +$11.5M +295,048 +4,443%
BB
210
Busey Bank
Illinois
$11.7M +$4.17M +106,993 +56%
BCIM
211
British Columbia Investment Management
British Columbia, Canada
$11.7M +$3.64M +93,265 +46%
Russell Investments Group
212
Russell Investments Group
United Kingdom
$11.4M -$7.56M -193,670 -40%
RC
213
RBO & Co
California
$11.4M -$171K -4,386 -1%
QOP
214
Quinn Opportunity Partners
Virginia
$11.2M
BDS
215
Banco de Sabadell
Florida
$11.1M +$3.24M +82,945 +42%
DekaBank Deutsche Girozentrale
216
DekaBank Deutsche Girozentrale
Germany
$10.7M -$1.15M -29,376 -10%
VHAM
217
Van Hulzen Asset Management
California
$10.7M +$654K +16,757 +7%
QI
218
QS Investors
New York
$10.7M +$478K +12,264 +5%
OC
219
Oppenheimer & Co
New York
$10.6M +$752K +19,287 +8%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$10.6M -$11.4M -292,293 -52%
KRC
221
Kehrs Ridge Capital
New Jersey
$10.6M +$10.5M +270,000 New
CIC
222
Crawford Investment Counsel
Georgia
$10.6M +$205K +5,260 +2%
MSA
223
Mason Street Advisors
Wisconsin
$10.4M -$48K -1,230 -0.5%
WP
224
WealthPLAN Partners
Nebraska
$10M +$474K +12,159 +5%
WMSA
225
Weiss Multi-Strategy Advisers
New York
$10M +$9.95M +255,000 New

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.