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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
DJSG
1201
D.J. St. Germain
Massachusetts
$309K -$12.8K -318 -4%
SAM
1202
SP Asset Management
California
$309K +$5.62K +140 +2%
PJSIMP
1203
P.J. Schmidt Investment Management (PJS)
Wisconsin
$308K +$301K +7,499 New
SAM
1204
Synergy Asset Management
Washington
$308K +$301K +7,506 New
IAM
1205
Infusive Asset Management
New York
$308K +$302K +7,512 New
GIP
1206
Greatmark Investment Partners
Georgia
$307K +$3.94K +98 +1%
ANTB
1207
AMG National Trust Bank
Colorado
$306K -$4.01K -100 -1%
FCA
1208
FLC Capital Advisors
California
$305K
PFGIA
1209
Patriot Financial Group Insurance Agency
Massachusetts
$303K -$54.4K -1,356 -16%
IWP
1210
Icon Wealth Partners
Texas
$303K -$12.9K -321 -4%
MS
1211
Madden Securities
Texas
$302K -$46.6K -1,160 -14%
PWPS
1212
Pinnacle Wealth Planning Services
Ohio
$302K -$32.3K -804 -10%
CG
1213
Clarus Group
Texas
$302K +$280K +6,968 New
CCM
1214
Condor Capital Management
New Jersey
$301K -$40.2K -1,000 -12%
SWRP
1215
Summit Wealth & Retirement Planning
California
$301K +$683 +17 +0.2%
PWM
1216
Perigon Wealth Management
California
$300K -$21.5K -535 -7%
CA
1217
Callahan Advisors
Texas
$300K +$201 +5 +0.1%
PM
1218
Parametrica Management
Hong Kong
$299K +$293K +7,290 New
APP
1219
Alpha Paradigm Partners
Illinois
$299K +$293K +7,293 New
SAMC
1220
Spectrum Asset Management (California)
California
$298K
PTP
1221
Platform Technology Partners
New York
$298K +$8.79K +219 +3%
CIA
1222
Choate Investment Advisors
Massachusetts
$297K -$5.38K -134 -2%
GEM
1223
Global Endowment Management
North Carolina
$297K +$59.8K +1,490 +26%
CAM
1224
CenterStar Asset Management
Illinois
$296K
SFS
1225
Strategic Financial Services
New York
$296K +$723 +18 +0.2%

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.