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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
RWM
1026
Ritholtz Wealth Management
New York
$471K -$72.2K -1,798 -14%
SSW
1027
Smith Shellnut Wilson
Mississippi
$469K
CAM
1028
Concorde Asset Management
Michigan
$469K +$55.7K +1,387 +14%
BAM
1029
Blueshift Asset Management
New Jersey
$468K -$2.02M -50,336 -82%
CFG
1030
Citizens Financial Group
Rhode Island
$466K +$24.7K +616 +6%
MAM
1031
Madison Asset Management
Wisconsin
$461K
GSWM
1032
Golden State Wealth Management
California
$459K -$220K -5,478 -33%
BCP
1033
Berkeley Capital Partners
Georgia
$459K -$104K -2,579 -19%
IC
1034
Inscription Capital
Texas
$459K -$26.3K -654 -6%
TCMP
1035
Thrive Capital Management (Pennsylvania)
Pennsylvania
$459K +$449K +11,190 New
MFG
1036
MidWestOne Financial Group
Iowa
$455K
NFSG
1037
Newbridge Financial Services Group
Florida
$455K +$190K +4,725 +74%
FF
1038
FourThought Financial
Florida
$454K +$445K +11,093 New
PFBT
1039
Parkside Financial Bank & Trust
Missouri
$453K -$9.96K -248 -2%
BMO
1040
Beck Mack & Oliver
New York
$452K -$44.3K -1,103 -9%
I
1041
INVST
Indiana
$452K +$117K +2,913 +36%
FMC
1042
First Merchants Corp
Indiana
$450K -$286K -7,115 -39%
GCAC
1043
Guardian Capital Advisors (Canada)
Ontario, Canada
$449K
PCIA
1044
Prime Capital Investment Advisors
Kansas
$449K +$6.42K +160 +1%
JAFL
1045
Jay A. Fishman Ltd
Michigan
$446K +$16.1K +400 +4%
TWA
1046
TCI Wealth Advisors
Arizona
$446K -$43.9K -1,094 -9%
IRC
1047
Investors Research Corp
Georgia
$446K
BMA
1048
Brooks Moore & Associates
Tennessee
$446K +$8.03K +200 +2%
SG
1049
StoneX Group
New York
$445K -$8.43K -210 -2%
VCS
1050
Vaughan & Co Securities
New Jersey
$444K -$17.3K -430 -4%

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.