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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
PSP
351
Principal Street Partners
Tennessee
$3.92M -$382K -9,514 -9%
M
352
MOTCO
Texas
$3.91M +$76.8K +1,913 +2%
CIC
353
Cornercap Investment Counsel
Georgia
$3.9M -$423K -10,525 -12%
CAN
354
Cetera Advisor Networks
California
$3.86M +$102K +2,536 +3%
SAM
355
Shell Asset Management
Netherlands
$3.79M -$3.57M -89,017 -49%
CBT
356
Capital Bank & Trust
California
$3.79M -$738K -18,388 -17%
AAS
357
Annex Advisory Services
Wisconsin
$3.78M +$48.7K +1,214 +1%
ARMC
358
American Research & Management Company
Massachusetts
$3.78M +$41.3K +1,029 +1%
NAM
359
NorthCoast Asset Management
Connecticut
$3.77M -$46.5K -1,159 -1%
SC
360
Sepio Capital
Utah
$3.76M -$227K -5,658 -6%
Wealthfront Advisers
361
Wealthfront Advisers
California
$3.76M +$127K +3,167 +4%
SMH
362
Sanders Morris Harris
Texas
$3.76M -$16.1K -400 -0.4%
IFAM
363
Institutional & Family Asset Management
Colorado
$3.73M -$106K -2,631 -3%
DCM
364
Dupont Capital Management
Delaware
$3.73M -$2.29M -56,962 -39%
IPAM
365
ICICI Prudential Asset Management
India
$3.69M +$3.61M +89,961 New
HWM
366
Holloway Wealth Management
Florida
$3.63M
BA
367
Baugh & Associates
Georgia
$3.56M +$448K +11,154 +15%
ONB
368
Old National Bancorp
Indiana
$3.56M +$1.3M +32,435 +60%
MCM
369
Murphy Capital Management
New Jersey
$3.55M -$176K -4,383 -5%
VWA
370
Visionary Wealth Advisors
Illinois
$3.55M +$166K +4,135 +5%
ECM
371
ExodusPoint Capital Management
New York
$3.54M +$1.66M +41,425 +92%
IF
372
Insight Folios
North Carolina
$3.48M +$271K +6,751 +9%
WLPWM
373
Walled Lake Planning & Wealth Management
Illinois
$3.47M +$17.9K +447 +0.5%
TCA
374
Transcend Capital Advisors
New Jersey
$3.43M +$665K +16,561 +25%
SCA
375
Snowden Capital Advisors
New York
$3.39M +$245K +6,098 +8%

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.