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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
HAIM
501
Hunter Associates Investment Management
Pennsylvania
$2.01M -$103K -2,571 -5%
KC
502
Kinloch Capital
Virginia
$2M +$1.96M +48,839 New
Squarepoint
503
Squarepoint
New York
$2M -$21.8M -542,307 -92%
HSA
504
HBK Sorce Advisory
Pennsylvania
$2M +$63K +1,569 +3%
BAM
505
Belpointe Asset Management
Nevada
$1.98M +$61.1K +1,522 +3%
V
506
Veritable
Delaware
$1.98M -$221K -5,511 -10%
BAM
507
Berkshire Asset Management
Pennsylvania
$1.94M +$146K +3,644 +8%
RC
508
RegentAtlantic Capital
New Jersey
$1.92M +$423K +10,541 +29%
NB
509
NBT Bank
New York
$1.92M -$20.5K -510 -1%
HFM
510
Hartford Financial Management
Connecticut
$1.92M
JWCA
511
J.W. Cole Advisors
Florida
$1.92M -$4.62M -115,066 -71%
FAM
512
Formidable Asset Management
Ohio
$1.92M -$57.7K -1,438 -3%
Cerity Partners
513
Cerity Partners
New York
$1.92M -$71.9K -1,791 -4%
SCM
514
Spreng Capital Management
Ohio
$1.91M +$82.5K +2,055 +5%
WFMPM
515
Woodley Farra Manion Portfolio Management
Indiana
$1.91M +$222K +5,518 +13%
LNC
516
Lincoln National Corp
Pennsylvania
$1.9M +$123K +3,054 +7%
CT
517
Caldwell Trust
Florida
$1.89M -$54.1K -1,347 -3%
MIC
518
Means Investment Company
Maine
$1.89M -$69.9K -1,741 -4%
HIM
519
HawsGoodwin Investment Management
Tennessee
$1.88M +$498K +12,399 +37%
NSAM
520
North Star Asset Management
Wisconsin
$1.88M +$11.5K +287 +0.6%
HKIM
521
Hayek Kallen Investment Management
Alabama
$1.88M +$3.65K +91 +0.2%
Fisher Asset Management
522
Fisher Asset Management
Washington
$1.86M -$35K -871 -2%
CIP
523
Convergence Investment Partners
Florida
$1.84M -$83.4K -2,078 -4%
KCPG
524
Kavar Capital Partners Group
Kansas
$1.83M -$30.4K -757 -2%
HKAM
525
Horizon Kinetics Asset Management
New York
$1.83M +$57.8K +1,440 +3%

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.