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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
CIA
1151
Cohen Investment Advisors
New Hampshire
$344K +$337K +8,396 New
TFS
1152
TrustCore Financial Services
Tennessee
$343K -$3.77K -94 -1%
SFI
1153
SPC Financial Inc
Maryland
$343K
MWNA
1154
Marshall Wace North America
New York
$342K -$7.15M -177,977 -96%
CPA
1155
Clear Perspective Advisors
Illinois
$341K -$75.1K -1,870 -18%
IA
1156
IFG Advisors
Missouri
$341K
CC
1157
Cannell & Co
New York
$341K +$10.4K +260 +3%
QAM
1158
QCI Asset Management
New York
$341K +$334K +8,320 New
KFGK
1159
Keystone Financial Group (Kentucky)
Kentucky
$338K -$7.23K -180 -2%
BFG
1160
Bouchey Financial Group
New York
$338K +$562 +14 +0.2%
TW
1161
Transform Wealth
Colorado
$337K -$8.83K -220 -3%
AB
1162
Atlas Brown
Kentucky
$336K +$53.6K +1,334 +19%
DWT
1163
Dorsey & Whitney Trust
South Dakota
$335K -$173K -4,300 -35%
SIC
1164
Samalin Investment Counsel
New York
$335K -$142K -3,529 -30%
MHIC
1165
Marble Harbor Investment Counsel
Massachusetts
$335K
CPSAC
1166
Chas P. Smith & Associates (CPS)
Florida
$335K +$40.6K +1,010 +14%
BW
1167
Bison Wealth
Georgia
$334K -$1.21K -30 -0.4%
American Century Companies
1168
American Century Companies
Missouri
$334K +$327K +8,145 New
FP
1169
Financial Perspectives
Minnesota
$333K +$40 +1 +0%
WB
1170
Webster Bank
Connecticut
$333K +$12K +300 +4%
MFW
1171
Meristem Family Wealth
Minnesota
$332K -$40.2K -1,000 -11%
FA
1172
Fiducient Advisors
Illinois
$332K +$325K +8,100 New
OBGC
1173
O'Brien Greene & Co
Pennsylvania
$331K +$324K +8,062 New
WCAMG
1174
Woodard & Company Asset Management Group
North Carolina
$329K -$964 -24 -0.3%
WHRC
1175
W.H. Reaves & Co
New Jersey
$328K

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.