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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
MWA
701
Moser Wealth Advisors
Washington
$1M -$71.7K -1,785 -7%
VA
702
Valmark Advisers
Ohio
$999K -$39.6K -987 -4%
NFG
703
Nations Financial Group
Iowa
$999K +$60.5K +1,506 +7%
RA
704
Rational Advisors
New York
$988K +$21.8K +543 +2%
Dodge & Cox
705
Dodge & Cox
California
$976K
GAG
706
GM Advisory Group
New York
$974K -$21.4K -534 -2%
PGFC
707
Peapack-Gladstone Financial Corp
New Jersey
$973K +$21.5K +536 +2%
CFA
708
Carroll Financial Associates
North Carolina
$968K -$2.49K -62 -0.3%
TAM
709
Taurus Asset Management
New York
$963K -$3.84M -95,600 -80%
SW
710
SteelPeak Wealth
California
$961K -$24.7K -614 -3%
GAM
711
Griffin Asset Management
New York
$961K +$86.7K +2,160 +10%
CRIG
712
Charter Research & Investment Group
Connecticut
$958K
CII
713
Capital International Inc
California
$954K
EWM
714
Evercore Wealth Management
New York
$953K +$25.7K +640 +3%
SP
715
Symmetry Partners
Connecticut
$950K
HIIFS
716
Harel Insurance Investments & Financial Services
Israel
$949K
XF
717
XML Financial
Maryland
$948K +$105K +2,605 +13%
WDC
718
Woodward Diversified Capital
California
$947K +$928K +23,106 New
RE
719
RBC Europe
United Kingdom
$945K +$66.8K +1,664 +8%
CWA
720
Carolina Wealth Advisors
South Carolina
$945K +$13.7K +342 +2%
SMC
721
Smith, Moore & Co
Missouri
$944K -$55K -1,371 -6%
KWM
722
Keebeck Wealth Management
Illinois
$944K +$66.6K +1,659 +8%
SC
723
Stolper & Co
Oklahoma
$940K -$170K -4,243 -16%
CIP
724
Capital Insight Partners
Arizona
$938K -$47.6K -1,185 -5%
HWA
725
HCR Wealth Advisors
California
$938K

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.