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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
BIAS
1276
Beacon Investment Advisory Services
New Jersey
$270K +$41.1K +1,024 +18%
CHC
1277
City Holding Co
West Virginia
$270K +$78.8K +1,962 +42%
CRWM
1278
Castle Rock Wealth Management
California
$270K +$260K +6,465 New
KWMG
1279
King Wealth Management Group
Florida
$269K -$28.7K -714 -10%
WP
1280
WMS Partners
Maryland
$268K +$5.42K +135 +2%
MFG
1281
Magnus Financial Group
New York
$267K -$60.2K -1,500 -19%
AIA
1282
Angeles Investment Advisors
California
$267K
MA
1283
Mezzasalma Advisors
New Jersey
$266K +$260K +6,484 New
GW
1284
GW & Wade
Massachusetts
$266K +$261K +6,499 New
RWB
1285
RMR Wealth Builders
New Jersey
$265K -$327K -8,135 -56%
QCG
1286
Quadrant Capital Group
Ohio
$265K +$402 +10 +0.2%
MMHP
1287
Murphy Middleton Hinkle & Parker
Georgia
$264K
AFG
1288
Albion Financial Group
Utah
$264K +$34.3K +854 +15%
BA
1289
Bristlecone Advisors
Washington
$264K +$46K +1,146 +22%
FHC
1290
First Horizon Corporation
Tennessee
$262K -$4.05K -101 -2%
TWP
1291
Tempus Wealth Planning
California
$262K
AWM
1292
Aberdeen Wealth Management
Illinois
$262K +$9.44K +235 +4%
GKWIM
1293
Gerber Kawasaki Wealth & Investment Management
California
$262K +$11.4K +285 +5%
FANJ
1294
Financial Architects (New Jersey)
New Jersey
$260K -$11.6K -288 -4%
EWM
1295
EPG Wealth Management
Georgia
$260K -$6.79K -169 -3%
LWP
1296
Legacy Wealth Planning
Nevada
$258K +$402 +10 +0.2%
EW
1297
Element Wealth
Mississippi
$258K +$7.47K +186 +3%
DBT
1298
Dubuque Bank & Trust
Iowa
$258K +$253K +6,307 New
TAIM
1299
TD Ameritrade Investment Management
Nebraska
$257K -$78.6K -1,958 -24%
ACM
1300
AlphaStar Capital Management
North Carolina
$257K +$251K +6,245 New

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.