We are live on ! Find out more
MO icon

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
FB
601
Fulton Bank
Pennsylvania
$1.39M +$1.45K +36 +0.1%
VF
602
Virtu Financial
New York
$1.38M +$1.09M +27,265 +425%
FCCM
603
First City Capital Management
Georgia
$1.38M -$1.39M -34,665 -52%
OAM
604
Optimal Asset Management
California
$1.38M +$80 +2 +0%
TPA
605
Trivium Point Advisory
Connecticut
$1.38M +$91.2K +2,272 +7%
SAM
606
Shone Asset Management
California
$1.38M +$1.36M +33,775 New
Carson Wealth (CWM LLC)
607
Carson Wealth (CWM LLC)
Nebraska
$1.38M
PAMG
608
Patton Albertson Miller Group
Tennessee
$1.38M +$121K +3,022 +11%
Wolverine Trading
609
Wolverine Trading
Illinois
$1.36M -$2.18M -54,235 -62%
BPB
610
Badgley, Phelps & Bell
Washington
$1.36M +$79.5K +1,981 +6%
RMSCM
611
R.M. Sincerbeaux Capital Management
New York
$1.36M
PWAP
612
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.35M -$54.4K -1,354 -4%
TC
613
Telemus Capital
Michigan
$1.35M +$26.3K +656 +2%
VAS
614
Valicenti Advisory Services
New York
$1.34M -$43.2K -1,075 -3%
TCPWM
615
Traverso Chambers Private Wealth Management
California
$1.33M -$95.8K -2,385 -7%
LA
616
Lynch & Associates
Indiana
$1.32M -$107K -2,662 -8%
BFS
617
Bradley Foster & Sargent
Connecticut
$1.32M +$357K +8,893 +38%
GRP
618
Global Retirement Partners
California
$1.31M -$301K -7,499 -19%
ARMT
619
Amica Retiree Medical Trust
Rhode Island
$1.3M +$506K +12,609 +66%
DCM
620
Delta Capital Management
New Jersey
$1.3M
WT
621
Washington Trust
Rhode Island
$1.29M +$24.1K +600 +2%
VIA
622
Vident Investment Advisory
Georgia
$1.29M +$105K +2,624 +9%
AUB
623
Atlantic Union Bankshares
Virginia
$1.28M -$35K -871 -3%
NHC
624
Nicholas Hoffman & Company
Georgia
$1.27M -$13.1K -326 -1%
OWA
625
Octavia Wealth Advisors
Ohio
$1.27M +$1.22M +30,439 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.