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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
FCI
576
Financial Counselors Inc
Kansas
$1.52M -$234K -5,819 -14%
BG
577
Bollard Group
Massachusetts
$1.52M -$106K -2,652 -7%
ATC
578
Argent Trust Co
Tennessee
$1.52M +$208K +5,185 +16%
GJIC
579
Gamble Jones Investment Counsel
California
$1.51M
LS
580
Leelyn Smith
Illinois
$1.51M +$109K +2,712 +8%
BSW
581
Buckingham Strategic Wealth
Missouri
$1.5M +$431K +10,724 +41%
SB
582
Simmons Bank
Arkansas
$1.5M -$381K -9,500 -21%
TW
583
TrinityPoint Wealth
Connecticut
$1.5M -$502K -12,513 -26%
FHC
584
First Heartland Consultants
Missouri
$1.49M +$118K +2,949 +9%
AC
585
Allstate Corporation
Illinois
$1.48M +$433K +10,776 +43%
JWBC
586
J.W. Burns & Co
New York
$1.47M -$148K -3,682 -9%
KMWM
587
Keudell/Morrison Wealth Management
Oregon
$1.47M -$197K -4,905 -12%
HI
588
Human Investing
Oregon
$1.46M -$66.5K -1,657 -4%
Loomis, Sayles & Company
589
Loomis, Sayles & Company
Massachusetts
$1.46M +$398K +9,914 +39%
VI
590
Vestcor Inc
New Brunswick, Canada
$1.45M -$432K -10,755 -23%
ZCM
591
Ziegler Capital Management
Illinois
$1.45M -$84.9K -2,114 -6%
CIS
592
Capital International Sarl
California
$1.45M -$98.3K -2,449 -6%
CP
593
Cumberland Partners
Ontario, Canada
$1.45M -$1K -25 -0.1%
BC
594
Burleson & Co
California
$1.41M -$1.16K -29 -0.1%
ACP
595
Aviance Capital Partners
Florida
$1.41M +$36.1K +898 +3%
WI
596
WBI Investments
New Jersey
$1.41M +$1.38M +34,288 New
KFC
597
Klingenstein Fields & Co
New York
$1.39M -$147K -3,665 -10%
WANY
598
Wealthspire Advisors (New York)
New York
$1.39M -$439K -10,942 -24%
RIL
599
Rothschild Investment LLC
Illinois
$1.39M -$35.7K -888 -3%
MCM
600
MAI Capital Management
Ohio
$1.39M -$1.03M -25,544 -43%

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.