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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
IAP
1126
Indie Asset Partners
Indiana
$366K +$358K +8,915 New
FBP
1127
Flippin Bruce & Porter
Virginia
$365K
APWM
1128
Atlas Private Wealth Management
New York
$364K -$30.1K -750 -8%
OFW
1129
Omnia Family Wealth
Florida
$363K -$5.9K -147 -2%
SFG
1130
Sowa Financial Group
Rhode Island
$363K +$120 +3 +0%
LWM
1131
Laidlaw Wealth Management
New York
$363K +$45.9K +1,143 +15%
B
1132
Brightworth
Georgia
$361K +$70.3K +1,751 +25%
GWM
1133
Greenhouse Wealth Management
Connecticut
$361K +$354K +8,805 New
GD
1134
Grandfield & Dodd
New York
$360K
PFS
1135
Physicians Financial Services
North Carolina
$359K -$28.5K -709 -7%
CPIG
1136
Chicago Partners Investment Group
Illinois
$359K +$52.7K +1,313 +18%
FVCM
1137
F&V Capital Management
Florida
$358K -$80.3K -2,000 -19%
WDG
1138
Wealth Dimensions Group
Ohio
$357K +$350K +8,713 New
CIM
1139
CIM Investment Management
Pennsylvania
$356K -$5.34K -133 -2%
BFC
1140
Bedel Financial Consulting
Indiana
$355K -$4.05K -101 -1%
CPA
1141
Court Place Advisors
Maryland
$354K -$7.11K -177 -2%
DHFB
1142
Dixon Hubard Feinour & Brown
Virginia
$354K
LI
1143
Lafayette Investments
Maryland
$354K
TW
1144
Towerpoint Wealth
California
$354K
SWMG
1145
Strategic Wealth Management Group
Maryland
$352K +$113K +2,825 +49%
VAG
1146
VisionPoint Advisory Group
Texas
$349K -$1.77M -44,052 -84%
SBL
1147
Sargent Bickham Lagudis
Colorado
$349K +$68.2K +1,699 +25%
RMC
1148
Resources Management Corp
Connecticut
$348K -$49.2K -1,225 -13%
HIC
1149
Harvey Investment Company
Kentucky
$348K
ACA
1150
Aptus Capital Advisors
Alabama
$344K -$62K -1,544 -16%

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.