We are live on ! Find out more
MO icon

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
FM
1301
Family Management
New York
$257K +$251K +6,258 New
WA
1302
WealthTrust Axiom
Pennsylvania
$257K +$253K +6,291 New
HFS
1303
Howard Financial Services
Texas
$256K +$1.12K +28 +0.5%
RPWA
1304
Regent Peak Wealth Advisors
Georgia
$256K +$6.63K +165 +3%
IF
1305
Intrua Financial
Texas
$255K -$3.98K -99 -2%
MSS
1306
Mitchell Sinkler & Starr
Pennsylvania
$255K
FMP
1307
Financial Management Professionals
Texas
$254K
JC
1308
Jacobs & Co
California
$254K
SRSA
1309
S.R. Schill & Associates
Washington
$253K -$94K -2,340 -28%
ITIM
1310
Indiana Trust & Investment Management
Indiana
$252K -$16.5K -410 -6%
CCA
1311
Cobblestone Capital Advisors
New York
$252K -$1.12K -28 -0.5%
HPCM
1312
Hunter Perkins Capital Management
Illinois
$252K +$247K +6,150 New
HBT
1313
Heartland Bank & Trust
Illinois
$252K +$247K +6,156 New
SWA
1314
Sutton Wealth Advisors
Florida
$252K +$54.3K +1,352 +28%
KTA
1315
Keeley-Teton Advisors
Illinois
$251K
PS
1316
Planned Solutions
California
$251K
SCM
1317
Silvant Capital Management
Georgia
$250K
MIH
1318
Meitav Investment House
Israel
$249K -$241K -6,000 -50%
CTA
1319
Colonial Trust Advisors
South Carolina
$249K -$5.02K -125 -2%
S
1320
swisspartners
Liechtenstein
$249K +$248K +6,180 New
MGIA
1321
Moneta Group Investment Advisors
Missouri
$246K -$58.3K -1,453 -19%
FCFC
1322
First Citizens Financial Corp
Iowa
$246K -$28.1K -700 -10%
CT
1323
Clearstead Trust
Maine
$245K
GGI
1324
Godsey & Gibb Inc
Virginia
$245K +$240K +5,983 New
NAM
1325
NTV Asset Management
West Virginia
$243K

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.