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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
EF
626
Empirical Finance
Pennsylvania
$1.27M -$41.2K -1,027 -3%
SYBT
627
Stock Yards Bank & Trust
Kentucky
$1.27M -$63.7K -1,587 -5%
BT
628
Brandywine Trust
Delaware
$1.26M
MSRPS
629
Maryland State Retirement & Pension System
Maryland
$1.26M +$1.21M +30,153 New
SW
630
SVB Wealth
Massachusetts
$1.26M +$52.1K +1,298 +4%
IWM
631
IHT Wealth Management
Illinois
$1.26M +$73.6K +1,834 +6%
IFG
632
Independent Financial Group
California
$1.26M +$16.2K +403 +1%
WKWM
633
Walter & Keenan Wealth Management
Indiana
$1.25M +$12.8K +319 +1%
PVWM
634
Point View Wealth Management
New Jersey
$1.25M +$168K +4,190 +16%
CWM
635
Cornerstone Wealth Management
Missouri
$1.25M -$74K -1,842 -6%
BFEC
636
Benjamin F. Edwards & Company
Missouri
$1.23M -$155K -3,862 -11%
CCP
637
Corient Capital Partners
California
$1.23M -$680K -16,929 -36%
AR
638
Advisory Research
Illinois
$1.22M -$139K -3,453 -10%
KPCM
639
Kings Point Capital Management
New York
$1.22M +$15.1K +377 +1%
CCM
640
CAAS Capital Management
New York
$1.21M +$1.19M +29,600 New
Macquarie Group
641
Macquarie Group
Australia
$1.21M +$823K +20,500 +228%
VFA
642
Valeo Financial Advisors
Indiana
$1.19M +$167K +4,167 +17%
LCP
643
Legacy Capital Partners
Wisconsin
$1.19M +$3.45K +86 +0.3%
HB
644
Homrich & Berg
Georgia
$1.19M +$9.8K +244 +0.8%
LFAS
645
Level Four Advisory Services
Texas
$1.18M -$68.9K -1,717 -6%
IWA
646
Intercontinental Wealth Advisors
Texas
$1.18M -$146K -3,642 -11%
EFS
647
Essex Financial Services
Connecticut
$1.18M +$28.3K +704 +3%
TC
648
Truvestments Capital
Florida
$1.17M +$28.7K +716 +3%
WF
649
Welch & Forbes
Massachusetts
$1.16M +$76.1K +1,896 +7%
EWA
650
EP Wealth Advisors
California
$1.16M +$245K +6,100 +27%

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.