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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
AMC
1176
Asset Management Corp
Illinois
$327K +$75.5K +1,881 +31%
BWP
1177
Bernardo Wealth Planning
Pennsylvania
$326K -$39.5K -983 -11%
PFSC
1178
Peoples Financial Services Corp
Pennsylvania
$326K -$13K -325 -4%
COI
1179
Connable Office Inc
Michigan
$325K
LSAG
1180
Lake Street Advisors Group
New Hampshire
$324K +$3.94K +98 +1%
MSU
1181
Mizuho Securities USA
New York
$324K +$317K +7,906 New
PA
1182
Procyon Advisors
Connecticut
$323K +$161 +4 +0.1%
NB
1183
Northwest Bancshares
Pennsylvania
$322K -$40 -1 -0%
PPSG
1184
Princeton Portfolio Strategies Group
New Jersey
$322K
GC
1185
Gilbert & Cook
Iowa
$322K +$20.3K +505 +7%
EIP
1186
Ellis Investment Partners
Pennsylvania
$317K -$55.1K -1,372 -15%
CFS
1187
CRA Financial Services
New Jersey
$317K -$37.1K -923 -11%
HTHT
1188
Hemenway Trust Hemenway Trust
New Hampshire
$317K +$70K +1,744 +29%
FTC
1189
Farmers Trust Company
Ohio
$316K
FNBOO
1190
First National Bank of Omaha
Nebraska
$316K +$32.1K +800 +12%
CCB
1191
Cutter & Co Brokerage
Missouri
$315K +$28.9K +721 +10%
CIC
1192
Carnegie Investment Counsel
Ohio
$314K -$35.2K -877 -10%
Financial Engines Advisors
1193
Financial Engines Advisors
California
$314K +$19.6K +487 +7%
FBFS
1194
First Business Financial Services
Wisconsin
$312K
RWA
1195
Ropes Wealth Advisors
Massachusetts
$312K +$146K +3,640 +92%
PFM
1196
Parsec Financial Management
North Carolina
$311K -$15.1K -377 -5%
ACM
1197
Allred Capital Management
Texas
$311K +$442 +11 +0.1%
PL
1198
Plancorp LLC
Missouri
$311K +$304K +7,574 New
MGAM
1199
McGowan Group Asset Management
Texas
$310K +$1.08K +27 +0.4%
VSWA
1200
Vontobel Swiss Wealth Advisors
Switzerland
$310K +$32.7K +815 +12%

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.