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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
DY
1076
Dowling & Yahnke
California
$420K +$48.2K +1,200 +13%
NG
1077
Northstar Group
New York
$417K -$7.63K -190 -2%
GC
1078
Gratus Capital
Georgia
$416K +$17.3K +432 +4%
FWP
1079
FAS Wealth Partners
Kansas
$416K +$19.9K +496 +5%
FCA
1080
FinTrust Capital Advisors
South Carolina
$412K
GSBTD
1081
Glenview State Bank Trust Department
Illinois
$412K +$15.1K +375 +4%
LFF
1082
Level Four Financial
Texas
$412K +$403K +10,045 New
MBT
1083
Montecito Bank & Trust
California
$411K
IMOV
1084
Investment Management of Virginia
Virginia
$410K -$2.01K -50 -0.5%
HI
1085
Hendershot Investments
Virginia
$408K -$5.02K -125 -1%
PMG
1086
ProVise Management Group
Florida
$405K +$18.7K +466 +5%
CG
1087
CFO4Life Group
Texas
$404K +$12.6K +314 +3%
AWAP
1088
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$403K +$395K +9,832 New
FBA
1089
Front Barnett Associates
Illinois
$399K -$50.4K -1,255 -11%
FG
1090
Fiduciary Group
Georgia
$398K +$9.64K +240 +3%
BPA
1091
Beacon Pointe Advisors
California
$396K +$148K +3,683 +61%
UBV
1092
United Bank (Virginia)
Virginia
$395K +$33.5K +835 +10%
EDRIA
1093
Edmonds Duncan Registered Investment Advisors
Kansas
$391K -$25.3K -630 -7%
JSL
1094
JT Stratford LLC
Georgia
$391K +$37.5K +934 +11%
HIC
1095
Holderness Investments Company
North Carolina
$390K -$35.3K -880 -8%
ECG
1096
Edge Capital Group
Georgia
$390K +$4.34K +108 +1%
VPIM
1097
Vanguard Personalized Indexing Management
California
$390K +$5.3K +132 +1%
NICM
1098
Neo Ivy Capital Management
New York
$390K +$22.2K +553 +6%
NAG
1099
Northstar Advisory Group
New Jersey
$390K +$382K +9,512 New
BBI
1100
Baxter Bros Inc
Connecticut
$389K -$48.2K -1,200 -20%

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.