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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
RIM
726
Redwood Investment Management
Arizona
$932K +$270K +6,733 +42%
CCG
727
Capital CS Group
California
$932K +$912K +22,723 New
BFIM
728
Beese Fulmer Investment Management
Ohio
$931K -$84.7K -2,110 -8%
SC
729
Savant Capital
Illinois
$929K +$15.7K +392 +2%
YAM
730
Yacktman Asset Management
Texas
$922K
LWCFA
731
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$919K +$38.9K +968 +5%
CA
732
Cullinan Associates
Kentucky
$917K +$62.2K +1,550 +7%
S
733
SignatureFD
Georgia
$915K -$106K -2,646 -11%
ETI
734
Enterprise Trust & Investment
California
$915K
SFA
735
Semmax Financial Advisors
North Carolina
$913K +$9.39K +234 +1%
DPIM
736
Duff & Phelps Investment Management
Illinois
$912K +$16.1K +400 +2%
SNT
737
Security National Trust
West Virginia
$911K -$103K -2,565 -10%
AFP
738
Ausdal Financial Partners
Iowa
$909K +$40.6K +1,012 +5%
TNB
739
Thomasville National Bank
Georgia
$908K +$44.5K +1,109 +5%
BCM
740
Brookstone Capital Management
Illinois
$908K +$182K +4,525 +26%
FFWA
741
FRG Family Wealth Advisors
Washington
$905K
BUB
742
BBVA USA Bancshares
Texas
$903K -$1.36K -34 -0.2%
PPP
743
Private Portfolio Partners
New Jersey
$901K +$35.5K +883 +4%
FC
744
FORA Capital
Florida
$901K +$882K +21,975 New
BO
745
Bank OZK
Arkansas
$900K -$78.4K -1,952 -8%
MCG
746
MACRO Consulting Group
New Jersey
$899K -$600K -14,941 -40%
EWA
747
Exencial Wealth Advisors
Oklahoma
$896K -$565K -14,068 -39%
CCG
748
Ceeto Capital Group
Florida
$895K
IIM
749
Ipswich Investment Management
Massachusetts
$895K
GT
750
Greenleaf Trust
Michigan
$894K -$8.79K -219 -1%

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.