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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
AF
1326
AtlasMark Financial
Texas
$243K
Kovitz Investment Group Partners
1327
Kovitz Investment Group Partners
Illinois
$242K -$4.46K -111 -2%
DW
1328
Domani Wealth
Pennsylvania
$240K +$1.04K +26 +0.4%
HIS
1329
Horizon Investment Services
Indiana
$239K -$22K -547 -9%
DIM
1330
Delta Investment Management
California
$238K -$6.71K -167 -3%
WDA
1331
Wendell David Associates
New Hampshire
$238K
KFA
1332
Kelleher Financial Advisors
New York
$237K
EWM
1333
Evermay Wealth Management
Virginia
$236K -$28.9K -719 -11%
WCM
1334
Whitener Capital Management
North Carolina
$236K -$16.1K -400 -6%
RCM
1335
RB Capital Management
Nevada
$236K -$10.9K -272 -5%
FBC
1336
Fairfield, Bush & Co
Connecticut
$236K
CA
1337
Claro Advisors
Massachusetts
$235K -$52.1K -1,298 -18%
AC
1338
Abbrea Capital
California
$235K +$9.36K +233 +4%
TFA
1339
Toth Financial Advisory
Virginia
$235K +$23.7K +591 +11%
PLFAM
1340
Pineno Levin & Ford Asset Management
Virginia
$234K -$8.03K -200 -3%
HVIA
1341
Hudson Valley Investment Advisors
New York
$234K -$4.01K -100 -2%
GC
1342
Garde Capital
Washington
$234K +$723 +18 +0.3%
GWMIA
1343
Global Wealth Management Investment Advisory
Florida
$233K +$1.21K +30 +0.5%
KF
1344
Krilogy Financial
Missouri
$232K -$56.4K -1,405 -20%
BCAM
1345
Boston Common Asset Management
Massachusetts
$232K +$228K +5,667 New
NEWAS
1346
N.E.W. Advisory Services
Wisconsin
$230K -$11.7K -291 -5%
BCM
1347
Bienville Capital Management
New York
$230K
WPIC
1348
White Pine Investment Company
Michigan
$229K -$964 -24 -0.4%
AWM
1349
Absher Wealth Management
North Carolina
$229K +$281 +7 +0.1%
1WM
1350
1900 Wealth Management
Texas
$228K +$223K +5,550 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.