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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
MPM
526
Meritage Portfolio Management
Kansas
$1.82M +$51.2K +1,275 +3%
Acadian Asset Management
527
Acadian Asset Management
Massachusetts
$1.82M +$569K +14,181 +47%
TCM
528
Tufton Capital Management
Maryland
$1.81M +$4.01K +100 +0.2%
TCOV
529
Trust Company of Vermont
Vermont
$1.81M +$1.57K +39 +0.1%
CSPIA
530
Cary Street Partners Investment Advisory
Virginia
$1.8M +$1.2M +29,785 +209%
VNA
531
Valley National Advisers
Pennsylvania
$1.8M +$1.34M +33,394 +314%
FNBT
532
FineMark National Bank & Trust
Florida
$1.79M +$434K +10,814 +33%
EIG
533
Ellenbecker Investment Group
Wisconsin
$1.78M -$19.2K -479 -1%
SLI
534
Sumitomo Life Insurance
Japan
$1.78M -$106K -2,640 -6%
WS
535
Wedbush Securities
California
$1.78M -$17.4K -433 -1%
RIG
536
Roosevelt Investment Group
New York
$1.78M +$698K +17,395 +67%
TNB
537
TCF National Bank
South Dakota
$1.77M +$5.82K +145 +0.3%
HH
538
Hilltop Holdings
Texas
$1.77M +$82.6K +2,057 +5%
SM
539
Sciencast Management
New Jersey
$1.75M +$1.69M +42,207 New
SSB
540
Sandy Spring Bank
Maryland
$1.75M +$48.9K +1,219 +3%
FA
541
FMA Advisory
Pennsylvania
$1.73M -$16.2K -404 -0.9%
DZ Bank
542
DZ Bank
Germany
$1.73M -$6.32M -157,463 -79%
RIM
543
Redpoint Investment Management
Australia
$1.73M +$231K +5,753 +16%
HWM
544
Hohimer Wealth Management
Washington
$1.72M +$54.2K +1,350 +3%
CLOS
545
Compagnie Lombard Odier SCmA
Switzerland
$1.71M
FAM
546
Fred Alger Management
New York
$1.7M
LWAC
547
Laurel Wealth Advisors (California)
California
$1.69M -$76.4K -1,903 -4%
VC
548
Veracity Capital
Georgia
$1.69M -$7.07K -176 -0.4%
DAS
549
Dynamic Advisor Solutions
Arizona
$1.69M -$1.14M -28,427 -41%
SVWAG
550
Sound View Wealth Advisors Group
Georgia
$1.67M -$69K -1,719 -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.