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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
SBSB
1351
Sullivan, Bruyette, Speros & Blaney
Virginia
$227K +$10.4K +260 +5%
BHWM
1352
Bar Harbor Wealth Management
New Hampshire
$226K +$2.01K +50 +0.9%
SWM
1353
Selective Wealth Management
Virginia
$226K +$205K +5,117 +1,279%
FFC
1354
First Financial Corp
Indiana
$225K -$3.41K -85 -2%
SFG
1355
Summit Financial Group
West Virginia
$225K
RA
1356
Reby Advisors
Connecticut
$225K +$220K +5,481 New
MAG
1357
Mayfair Advisory Group
Alabama
$225K +$220K +5,482 New
BHTS
1358
Bar Harbor Trust Services
Maine
$224K
RG
1359
Retirement Group
California
$223K +$89.4K +2,227 +69%
NWM
1360
Northwest Wealth Management
Iowa
$222K +$5.94K +148 +3%
PHAM
1361
Palisades Hudson Asset Management
Florida
$221K
BSSFA
1362
Baron Silver Stevens Financial Advisors
Florida
$221K +$216K +5,392 New
CPA
1363
Capital Planning Advisors
California
$220K -$82.3K -2,050 -28%
FMTCOCP
1364
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$220K
TFO
1365
Tarbox Family Office
California
$220K +$763 +19 +0.4%
SWA
1366
Sax Wealth Advisors
New Jersey
$220K +$215K +5,357 New
CCT
1367
Capital City Trust
Florida
$219K -$28.5K -710 -12%
UF
1368
Univest Financial
Pennsylvania
$219K -$15.6K -388 -7%
OBWG
1369
Onyx Bridge Wealth Group
New York
$219K +$215K +5,349 New
EA
1370
Ellsworth Advisors
Ohio
$218K +$161 +4 +0.1%
SRIM
1371
Saratoga Research & Investment Management
California
$217K
HAS
1372
HBW Advisory Services
California
$217K +$213K +5,293 New
BS
1373
Boenning & Scattergood
Pennsylvania
$216K -$36.1K -900 -15%
MA
1374
MONECO Advisors
Connecticut
$216K +$211K +5,247 New
EIA
1375
Edgemoor Investment Advisors
Maryland
$215K -$24.1K -600 -10%

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.