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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
CST
1101
Charles Schwab Trust
Nevada
$387K
FIA
1102
Foundations Investment Advisors
Arizona
$385K +$31.2K +778 +9%
BA
1103
Birinyi Associates
Connecticut
$383K -$20.1K -500 -5%
SWM
1104
SVA Wealth Management
Wisconsin
$383K -$7.51K -187 -2%
AI
1105
Accredited Investors
Minnesota
$383K +$2.17K +54 +0.6%
NCM
1106
Next Capital Management
New York
$382K +$374K +9,320 New
WQ
1107
Wealth Quarterback
New Jersey
$381K -$571K -14,226 -60%
UWM
1108
Urban Wealth Management
California
$381K +$373K +9,299 New
SWM
1109
Salvus Wealth Management
New Jersey
$379K +$366K +9,106 New
SP
1110
Successful Portfolios
Florida
$377K -$2.81K -70 -0.8%
RIM
1111
Rockbridge Investment Management
New York
$377K +$63.6K +1,584 +21%
CAI
1112
Capital Advisors Inc
Oklahoma
$376K -$95.1K -2,369 -21%
CFG
1113
Compton Financial Group
Maryland
$376K +$347K +8,643 New
GP
1114
Girard Partners
Pennsylvania
$375K -$217K -5,411 -37%
ACG
1115
Allen Capital Group
Nebraska
$375K -$18.6K -462 -5%
SCM
1116
Schnieders Capital Management
California
$375K -$4.5K -112 -1%
LW
1117
Linscomb Wealth
Texas
$373K -$36.8K -917 -9%
BWP
1118
Baldwin Wealth Partners
Massachusetts
$373K
FHA
1119
First Horizon Advisors
Tennessee
$370K -$48.4K -1,205 -12%
NSEDCP
1120
NJ State Employees Deferred Compensation Plan
New Jersey
$369K
PWP
1121
Private Wealth Partners
California
$369K
CFG
1122
Cooper Financial Group
California
$369K +$132K +3,283 +57%
GTCM
1123
Gyon Technologies Capital Management
New Jersey
$367K -$232K -5,782 -39%
SIS
1124
Sound Income Strategies
Florida
$367K +$68.3K +1,700 +23%
SLF
1125
Sun Life Financial
Ontario, Canada
$366K -$549K -13,673 -60%

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.