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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
TFM
1051
TFC Financial Management
Massachusetts
$443K
HIP
1052
HUB Investment Partners
Texas
$443K +$461K +11,471 New
SOAMC
1053
Spirit of America Management Corp
New York
$441K
OIA
1054
Optimum Investment Advisors
Illinois
$441K +$187K +4,658 +76%
BBNA
1055
Bremer Bank National Association
Minnesota
$440K -$23.7K -591 -5%
CCWA
1056
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$440K +$431K +10,740 New
CVM
1057
Cheviot Value Management
California
$439K +$85.1K +2,120 +25%
KIA
1058
KCM Investment Advisors
California
$438K -$80.9K -2,015 -16%
ACM
1059
Azimuth Capital Management
Michigan
$438K -$8.03K -200 -2%
SW
1060
SkyOak Wealth
Michigan
$438K
WA
1061
Wealth Architects
California
$435K -$763 -19 -0.2%
UAS
1062
United Asset Strategies
New York
$434K -$162K -4,034 -28%
SFA
1063
Sequoia Financial Advisors
Ohio
$434K -$27.5K -684 -6%
SWA
1064
SFMG Wealth Advisors
Texas
$433K -$11.2K -279 -3%
IC
1065
IEQ Capital
California
$433K +$45.3K +1,129 +12%
CA
1066
Calton & Associates
Florida
$432K -$17.1K -427 -4%
TMAM
1067
Tokio Marine Asset Management
Japan
$431K +$14.7K +365 +4%
EHC
1068
Everett Harris & Co
California
$430K -$56.2K -1,400 -12%
WA
1069
Wealth Alliance
New York
$430K +$78.1K +1,944 +23%
SIM
1070
Sonora Investment Management
Arizona
$428K +$8.83K +220 +2%
MCA
1071
Magnolia Capital Advisors
Mississippi
$428K +$14.5K +362 +4%
DWA
1072
Douglass Winthrop Advisors
New York
$427K -$60.2K -1,500 -13%
MMG
1073
Monetary Management Group
Missouri
$425K -$8.03K -200 -2%
HFBOT
1074
Home Federal Bank of Tennessee
Tennessee
$420K
TAM
1075
Tocqueville Asset Management
New York
$420K +$25.5K +634 +7%

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.