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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
PP
751
Patron Partners
Texas
$893K +$875K +21,787 New
RCAG
752
Rehmann Capital Advisory Group
Michigan
$885K -$3.49K -87 -0.4%
BCP
753
Blue Chip Partners
Michigan
$883K -$168K -4,190 -16%
BHBT
754
Burke & Herbert Bank & Trust
Virginia
$881K -$39.4K -982 -4%
DTL
755
Dynamic Technology Lab
Singapore
$880K -$578K -14,385 -40%
PGAM
756
Princeton Global Asset Management
New Jersey
$874K +$131K +3,273 +18%
AIC
757
Ameritas Investment Company
Nebraska
$870K +$133K +3,315 +18%
CCM
758
Coldstream Capital Management
Washington
$867K +$256K +6,377 +43%
MMPW
759
Mitchell McLeod Pugh & Williams
Alabama
$866K -$2.85K -71 -0.3%
IA
760
IFG Advisory
Georgia
$865K +$25.6K +638 +3%
PTC
761
Philadelphia Trust Company
Pennsylvania
$865K +$123K +3,075 +17%
MOS
762
MGO One Seven
Ohio
$859K -$111K -2,764 -12%
HR
763
Hayden Royal
North Carolina
$859K +$405K +10,099 +97%
WG
764
Welch Group
Alabama
$857K +$35.6K +886 +4%
IB
765
Intrust Bank
Kansas
$854K -$101K -2,509 -11%
FSA
766
Financial Sense Advisors
California
$853K +$7.75K +193 +0.9%
JCM
767
Jacobi Capital Management
Pennsylvania
$852K +$13K +323 +2%
BAS
768
Brown Advisory Securities
Maryland
$839K
PC
769
Prairiewood Capital
North Dakota
$838K +$820K +20,430 New
FFA
770
First Foundation Advisors
California
$836K +$81.1K +2,020 +11%
BMC
771
Beaton Management Company
Massachusetts
$832K -$28.1K -700 -3%
PCS
772
Personal CFO Solutions
New Jersey
$830K +$272K +6,765 +50%
BST
773
Bath Savings Trust
Maine
$829K -$82.3K -2,050 -9%
JHCP
774
Jackson Hole Capital Partners
Oklahoma
$824K +$109K +2,720 +16%
SDAM
775
Shulman DeMeo Asset Management
New York
$822K -$117K -2,906 -13%

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.