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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
CFGS
651
Concourse Financial Group Securities
Alabama
$1.16M +$102K +2,534 +10%
IIA
652
ICW Investment Advisors
Arizona
$1.15M -$33.4K -833 -3%
IBOK
653
Independence Bank of Kentucky
Kentucky
$1.15M +$81.5K +2,030 +8%
CCM
654
Chiron Capital Management
Florida
$1.15M +$108K +2,702 +11%
IA
655
IFP Advisors
Florida
$1.14M +$107K +2,672 +11%
4WM
656
44 Wealth Management
Oregon
$1.14M +$1.12M +27,874 New
JG
657
Jefferies Group
New York
$1.14M +$1.11M +27,744 New
WI
658
Wedgewood Investors
Pennsylvania
$1.14M -$4.01K -100 -0.4%
CA
659
Cornerstone Advisory
Maryland
$1.13M +$161K +4,004 +17%
MC
660
Moors & Cabot
Massachusetts
$1.13M +$14K +348 +1%
PA
661
Profund Advisors
Maryland
$1.13M -$153K -3,821 -12%
FHA
662
Flagship Harbor Advisors
Massachusetts
$1.12M +$11.6K +290 +1%
LNWWM
663
Laird Norton Wetherby Wealth Management
California
$1.12M -$121K -3,004 -10%
AIP
664
Ameritas Investment Partners
Nebraska
$1.12M -$95.5K -2,378 -8%
SC
665
SouthState Corp
Florida
$1.12M -$35.2K -877 -3%
TCM
666
Traynor Capital Management
Pennsylvania
$1.11M -$54.4K -1,355 -5%
LF
667
Lee Financial
Texas
$1.11M -$43.4K -1,082 -4%
MYAM
668
Meiji Yasuda Asset Management
Japan
$1.11M -$442K -11,010 -29%
Koshinski Asset Management
669
Koshinski Asset Management
Illinois
$1.11M -$211K -5,258 -16%
NCM
670
Narwhal Capital Management
Georgia
$1.11M -$2.13K -53 -0.2%
AF
671
Advisornet Financial
Minnesota
$1.11M -$55.6K -1,385 -5%
VAS
672
Vestmark Advisory Solutions
Massachusetts
$1.11M -$65.6K -1,635 -6%
FSA
673
Franklin Street Advisors
North Carolina
$1.1M -$145K -3,615 -12%
EP
674
Eudaimonia Partners
Tennessee
$1.1M +$25.3K +629 +2%
SIA
675
Soltis Investment Advisors
Utah
$1.1M +$1.07M +26,759 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.