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Altria Group

1,655 hedge funds and large institutions have $46.2B invested in Altria Group in 2020 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 562 increasing their positions, 676 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 106

5% more funds holding

Funds holding: 1,5761,655 (+79)

3% more capital invested

Capital invested by funds: $44.7B → $46.2B (+$1.44B)

2% more call options, than puts

Call options by funds: $493M | Put options by funds: $481M

1.77% less ownership

Funds ownership: 62.27%60.5% (-1.8%)

17% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 676

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
1,655
Holders Change
+79
Holders Change %
+5.01%
% of All Funds
29.28%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.25%
New
210
Increased
562
Reduced
676
Closed
106
Calls
$493M
Puts
$481M
Net Calls
+$11.6M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
301
Dai-ichi Life Insurance Company
Japan
$5.39M
WT
302
Whittier Trust
California
$5.37M -$97.2K -2,420 -2%
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$5.34M -$117K -2,918 -2%
DADC
304
D.A. Davidson & Co
Montana
$5.33M -$45.9K -1,143 -0.9%
CSS
305
Cubist Systematic Strategies
Connecticut
$5.22M -$8.15M -202,980 -61%
PP
306
Palladium Partners
Virginia
$5.22M -$417K -10,386 -8%
UR
307
USCA RIA
Texas
$5.2M -$617K -15,357 -11%
GWM
308
Geneos Wealth Management
Colorado
$5.17M +$1.52M +37,928 +49%
AWM
309
AE Wealth Management
Kansas
$5.16M -$66.3K -1,652 -1%
EDRH
310
Edmond de Rothschild Holding
Switzerland
$5.15M
PFS
311
Prospera Financial Services
Texas
$5.06M +$4.77M +118,704 +2,495%
IG
312
ING Group
Netherlands
$5.06M +$2.64M +65,737 +114%
SAM
313
Silvercrest Asset Management
New York
$4.95M -$106K -2,633 -2%
KFP
314
Keystone Financial Planning
Ohio
$4.87M -$13.4K -334 -0.3%
JFGIW
315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.82M -$213K -5,317 -4%
NMERB
316
New Mexico Educational Retirement Board
New Mexico
$4.82M -$68.3K -1,700 -1%
ETC
317
Exchange Traded Concepts
Oklahoma
$4.8M +$464K +11,551 +11%
BCV
318
Banque Cantonale Vaudoise
Switzerland
$4.78M +$731K +18,200 +19%
GIM
319
Grassi Investment Management
California
$4.76M -$656K -16,348 -12%
KRS
320
Kentucky Retirement Systems
Kentucky
$4.75M +$301K +7,507 +7%
LSERS
321
Louisiana State Employees Retirement System
Louisiana
$4.73M +$839K +20,900 +22%
BFG
322
Beacon Financial Group
Texas
$4.67M -$18.9K -470 -0.4%
Daiwa Securities Group
323
Daiwa Securities Group
Japan
$4.66M +$285K +7,110 +7%
MBTD
324
Mechanics Bank - Trust Department
California
$4.59M -$78.3K -1,950 -2%
HWA
325
Heritage Wealth Advisors
Virginia
$4.55M +$543K +13,520 +14%

MO Hedge Fund Activity: Q4 2020 in Review

1,655 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2020, worth a combined $46.2B — up 3.2% from $44.7B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new MO positions and 106 closed out — a net gain of 104 holders — while 562 added to existing stakes and 676 trimmed.

The largest buyer was Capital World Investors, adding an estimated $313M. The largest seller was BlackRock, cutting an estimated $516M.

  • 1,655 institutional investors held Altria Group (MO) as of Q4 2020, up from 1,576 in Q3 2020.
  • Funds reported $46.2B of Altria Group stock for Q4 2020, up 3.2% quarter-over-quarter.
  • 210 funds opened new Altria Group positions in Q4 2020 and 106 closed out, a net change of +104 holders.
  • The largest Altria Group buyer in Q4 2020 was Capital World Investors, an estimated $313M added.
  • The largest Altria Group seller in Q4 2020 was BlackRock, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2020.