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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
IAMOG
551
Investors Asset Management of Georgia
Georgia
$1.66M -$33.1K -825 -2%
NFG
552
Next Financial Group
Texas
$1.65M +$372K +9,265 +30%
ACS
553
Archford Capital Strategies
Illinois
$1.64M -$20.5K -511 -1%
CCM
554
Covington Capital Management
California
$1.63M +$98.5K +2,453 +7%
XSC
555
X-Square Capital
Puerto Rico
$1.63M +$27.9K +696 +2%
FFA
556
Founders Financial Alliance
North Carolina
$1.61M -$173K -4,298 -10%
VCA
557
Verdence Capital Advisors
Maryland
$1.61M +$288K +7,170 +22%
LDB
558
Lee, Danner & Bass
Tennessee
$1.6M -$94.4K -2,350 -6%
SHA
559
Seneca House Advisors
Virginia
$1.59M +$46.2K +1,151 +3%
IEFM
560
IQ EQ Fund Management
Ireland
$1.59M -$32K -797 -2%
PTC
561
Private Trust Company
Ohio
$1.59M +$226K +5,639 +17%
BP
562
BBR Partners
New York
$1.58M -$452K -11,249 -23%
FL
563
Fort LP
Maryland
$1.57M +$456K +11,369 +42%
HCMNY
564
Howard Capital Management (New York)
New York
$1.57M +$1K +25 +0.1%
AT
565
Arden Trust
Delaware
$1.57M -$146K -3,642 -9%
FI
566
FormulaFolio Investments
Michigan
$1.57M +$1.09M +27,064 +242%
TIP
567
Torray Investment Partners
Maryland
$1.56M -$124K -3,076 -7%
DA
568
Doliver Advisors
Texas
$1.56M -$23.8K -592 -2%
CFN
569
Cordasco Financial Network
Florida
$1.55M -$34.3K -854 -2%
NFC
570
Northeast Financial Consultants
Connecticut
$1.54M -$8.07K -201 -0.5%
SFI
571
Siemens Fonds Invest
Germany
$1.54M +$1.52M +37,897 New
BFO
572
Boston Family Office
Massachusetts
$1.54M -$338K -8,424 -18%
WAM
573
World Asset Management
Michigan
$1.53M -$13.6K -338 -0.9%
DIA
574
Dana Investment Advisors
Wisconsin
$1.53M +$185K +4,603 +14%
GLA
575
Great Lakes Advisors
Illinois
$1.53M +$1.5M +37,261 New

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.