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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
BAMF
676
BI Asset Management Fondsmaeglerselskab
Denmark
$1.1M
FT
677
Fiduciary Trust
Massachusetts
$1.08M -$1.52M -37,858 -59%
MSA
678
Marino Stram & Associates
Massachusetts
$1.08M +$103K +2,562 +11%
NIA
679
Northstar Investment Advisors
Colorado
$1.07M -$65K -1,620 -6%
IAIM
680
International Assets Investment Management
Florida
$1.07M +$385K +9,584 +12%
WSTAM
681
Wilbanks Smith & Thomas Asset Management
Virginia
$1.07M -$51.8K -1,289 -5%
CG
682
Colony Group
Massachusetts
$1.06M -$110K -2,735 -10%
DF
683
Donoghue Forlines
Massachusetts
$1.06M +$1.04M +25,844 New
CPC
684
Congress Park Capital
New York
$1.06M -$366K -9,103 -26%
IA
685
Icon Advisers
Colorado
$1.05M
KCM
686
Kanawha Capital Management
Virginia
$1.05M -$14.3K -355 -1%
MJRIC
687
Mogy Joel R Investment Counsel
California
$1.05M
FHB
688
First Hawaiian Bank
Hawaii
$1.03M -$36.2K -902 -3%
GIM
689
Greylin Investment Management
Virginia
$1.03M +$179K +4,460 +22%
CAG
690
Crestwood Advisors Group
Massachusetts
$1.02M +$127K +3,155 +15%
GIBU
691
Gulf International Bank (UK)
United Kingdom
$1.02M -$263K -6,552 -21%
OAM
692
Oak Asset Management
California
$1.02M -$39.4K -982 -4%
CGH
693
Crossmark Global Holdings
Texas
$1.01M -$2.45K -61 -0.2%
CBT
694
CoreFirst Bank & Trust
Kansas
$1.01M +$988K +24,608 New
KIG
695
Kowal Investment Group
Wisconsin
$1.01M +$990K +24,661 New
O
696
Ossiam
France
$1.01M -$474K -11,799 -32%
IWC
697
Integrated Wealth Concepts
Massachusetts
$1M +$120K +2,990 +14%
MCM
698
Mork Capital Management
California
$1M +$197K +4,900 +25%
GLA
699
Good Life Advisors
Pennsylvania
$1M +$28.3K +704 +3%
FC
700
Forte Capital
New York
$1M -$5.78K -144 -0.6%

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.