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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
WEC
1001
Winslow Evans & Crocker
Massachusetts
$500K +$132K +3,299 +37%
BFA
1002
Beacon Financial Advisory
Ohio
$499K +$2.25K +56 +0.5%
CS
1003
Comerica Securities
Michigan
$499K +$14.7K +366 +3%
DWM
1004
Doyle Wealth Management
Florida
$498K -$110K -2,738 -18%
VRM
1005
Vectors Research Management
New York
$498K +$8.59K +214 +2%
PWSG
1006
Pacific Wealth Strategies Group
California
$494K -$184K -4,576 -28%
BCA
1007
Bay Colony Advisors
Massachusetts
$494K -$91.9K -2,289 -16%
JIC
1008
Joel Isaacson & Co
New York
$494K
NAS
1009
Nicolet Advisory Services
Wisconsin
$493K -$13.4K -334 -3%
GF
1010
Gabelli Funds
New York
$492K -$80.3K -2,000 -14%
CB
1011
Community Bank
New York
$492K -$66.3K -1,650 -12%
VCM
1012
Virtue Capital Management
Tennessee
$491K -$197K -4,899 -29%
GI
1013
Gradient Investments
Minnesota
$491K -$3.69K -92 -0.7%
OC
1014
Oakworth Capital
Alabama
$488K
IP
1015
Intellectus Partners
California
$488K +$96K +2,392 +26%
SLWA
1016
San Luis Wealth Advisors
California
$488K +$478K +11,904 New
TCOO
1017
Trust Company of Oklahoma
Oklahoma
$486K
SAM
1018
Security Asset Management
New York
$485K +$186K +4,622 +64%
Axa
1019
Axa
France
$481K +$2.93K +73 +0.6%
HCM
1020
Hall Capital Management
Rhode Island
$479K -$33.8K -841 -7%
CS
1021
Cannell & Spears
New York
$479K +$12.8K +318 +3%
PPW
1022
Parcion Private Wealth
Washington
$478K +$468K +11,668 New
WAAG
1023
Wealth Alliance Advisory Group
Kansas
$477K -$1.97K -49 -0.4%
FCBT
1024
First Citizens Bank & Trust
North Carolina
$476K -$217K -5,400 -32%
SCA
1025
STALEY CAPITAL ADVISERS
Pennsylvania
$474K

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.