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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
LBC
376
Lowe Brockenbrough & Co
Virginia
$3.35M -$73.6K -1,832 -2%
ASN
377
Advisory Services Network
Georgia
$3.35M +$107K +2,669 +3%
NA
378
NewEdge Advisors
Louisiana
$3.33M +$27.8K +693 +0.9%
PAM
379
Panagora Asset Management
Massachusetts
$3.29M -$24.3M -606,407 -88%
EIA
380
Eastover Investment Advisors
North Carolina
$3.29M -$48.3K -1,202 -1%
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$3.29M +$1.76M +43,833 +121%
HTC
382
Haverford Trust Company
Pennsylvania
$3.21M -$4.41M -109,928 -58%
HT
383
Heritage Trust
Oklahoma
$3.21M -$22.6K -563 -0.7%
BHWA
384
Beacon Harbor Wealth Advisors
Virginia
$3.2M +$400K +9,958 +15%
CWP
385
CFM Wealth Partners
Texas
$3.18M -$42K -1,046 -1%
BBVA
386
Banco Bilbao Vizcaya Argentaria
Spain
$3.18M +$301K +7,495 +11%
RBA
387
Richard Bernstein Advisors
New York
$3.18M
TRCT
388
Tower Research Capital (TRC)
New York
$3.15M +$1.21M +30,203 +65%
II
389
IFM Investors
Australia
$3.14M +$965K +24,023 +46%
CAM
390
Close Asset Management
United Kingdom
$3.13M +$238K +5,938 +8%
CEI
391
Clark Estates Inc
New York
$3.12M +$353K +8,800 +13%
BL
392
BCWM LLC
Kansas
$3.11M +$104K +2,598 +4%
MA
393
MUFG Americas
New York
$3.1M -$1.74M -43,231 -36%
CNBTD
394
Citizens National Bank Trust Department
Mississippi
$3.09M -$9.48K -236 -0.3%
B
395
BP
United Kingdom
$3.02M -$2.97M -73,853 -50%
VFA
396
Voya Financial Advisors
Connecticut
$3.02M -$74K -1,844 -2%
WIS
397
Wright Investors Service
Connecticut
$3.01M +$1.37M +34,008 +86%
BRWA
398
B. Riley Wealth Advisors
Florida
$3M -$1.2M -29,876 -29%
MHC
399
Meyer Handelman Company
New York
$2.98M
PCM
400
Poehling Capital Management
Wisconsin
$2.98M +$105K +2,620 +4%

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.