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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
VDI
1226
Vaughan David Investments
Illinois
$296K +$36.1K +900 +14%
STA
1227
Summit Trail Advisors
New York
$295K -$154K -3,840 -35%
OC
1228
Oarsman Capital
Wisconsin
$294K -$6.87K -171 -2%
FMII
1229
Farmers & Merchants Investments Inc
Nebraska
$294K
CCM
1230
Carlson Capital Management
Minnesota
$293K -$13.3K -331 -4%
CNC
1231
Citizens & Northern Corp
Pennsylvania
$293K
PP
1232
PDS Planning
Ohio
$293K +$30.2K +753 +12%
WMA
1233
Wealth Management Associates
New Jersey
$292K -$22K -548 -7%
ST
1234
Smithfield Trust
Pennsylvania
$292K
TBA
1235
Tower Bridge Advisors
Pennsylvania
$291K +$51.2K +1,275 +22%
PIA
1236
Pinion Investment Advisors
Kansas
$291K +$40.6K +1,012 +17%
IFWM
1237
Institute for Wealth Management
Colorado
$290K -$49.5K -1,234 -15%
GC
1238
Grimes & Company
Massachusetts
$290K -$33.9K -845 -11%
WA
1239
Wambolt & Associates
Colorado
$290K -$4.66K -116 -2%
CCP
1240
Cardan Capital Partners
Colorado
$290K +$65.8K +1,640 +30%
TAM
1241
Townsend Asset Management
North Carolina
$289K -$71K -1,768 -20%
CT
1242
Coastline Trust
Rhode Island
$288K
MA
1243
MJP Associates
Connecticut
$288K +$282K +7,031 New
YWP
1244
YorkBridge Wealth Partners
New York
$287K +$13K +323 +5%
TPM
1245
Triasima Portfolio Management
Quebec, Canada
$287K +$281K +7,000 New
WWS
1246
Wellington Wealth Strategies
Indiana
$286K +$284K +7,080 New
AWA
1247
Acorn Wealth Advisors
Michigan
$285K -$1.25K -31 -0.4%
KFP
1248
KMG Fiduciary Partners
Ohio
$285K +$15.7K +390 +6%
FFBTD
1249
First Financial Bank - Trust Division
Ohio
$284K -$61.1K -1,521 -18%
RG
1250
Rikoon Group
New Mexico
$283K -$40.2K -1,000 -13%

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.