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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
KPWS
326
Kestra Private Wealth Services
Texas
$4.55M +$658K +16,396 +17%
AB
327
Amalgamated Bank
New York
$4.52M -$16.1K -401 -0.4%
CAC
328
Core Alternative Capital
Georgia
$4.47M +$101K +2,510 +2%
BFS
329
Bard Financial Services
Connecticut
$4.44M +$4.35M +108,390 New
SCP
330
Seizert Capital Partners
Michigan
$4.41M -$1.46M -36,266 -25%
MDCM
331
Morgan Dempsey Capital Management
Wisconsin
$4.33M -$1.15M -28,602 -21%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$4.33M -$531K -13,217 -11%
Holocene Advisors
333
Holocene Advisors
New York
$4.29M -$51.8K -1,289 -1%
PFPT
334
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.27M +$208K +5,168 +5%
TF
335
TIAA FSB
Florida
$4.24M -$811K -20,206 -16%
BCM
336
Bayesian Capital Management
New York
$4.23M +$2.97M +73,996 +253%
MIA
337
MainStreet Investment Advisors
Illinois
$4.21M -$345K -8,584 -8%
QC
338
Quadrature Capital
United Kingdom
$4.2M +$4.11M +102,340 New
ERSOT
339
Employees Retirement System of Texas
Texas
$4.18M
LCM
340
LVM Capital Management
Michigan
$4.17M -$114K -2,844 -3%
HCM
341
Hutner Capital Management
Vermont
$4.15M -$11.7K -291 -0.3%
HAI
342
Hennessy Advisors Inc
California
$4.1M -$241K -6,000 -6%
MHI
343
Miller Howard Investments
New York
$4.1M
AAM
344
AR Asset Management
California
$4.07M -$100K -2,500 -2%
Federated Hermes
345
Federated Hermes
Pennsylvania
$4.04M +$1.37M +34,213 +53%
TPCW
346
TD Private Client Wealth
New York
$4.03M -$327K -8,152 -8%
SFO
347
Stokes Family Office
Louisiana
$4M +$103K +2,576 +3%
GG
348
Gofen & Glossberg
Illinois
$3.98M -$261K -6,497 -6%
BIM
349
Bridges Investment Management
Nebraska
$3.97M -$800K -19,936 -17%
LC
350
Lavaca Capital
Texas
$3.93M +$24.3K +605 +0.6%

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.