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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
SFM
1376
Signet Financial Management
New Jersey
$215K -$12K -300 -5%
PK
1377
Pflug Koory
Nebraska
$215K +$29.6K +737 +16%
PFO
1378
Pathstone Family Office
New Jersey
$215K +$152K +3,788 +261%
PFA
1379
Pure Financial Advisors
California
$215K +$211K +5,255 New
RTS
1380
Round Table Services
New Jersey
$214K +$210K +5,228 New
AIP
1381
Ahrens Investment Partners
Louisiana
$213K -$112K -2,800 -35%
AIM
1382
Aspen Investment Management
Michigan
$213K -$5.34K -133 -2%
WAG
1383
Winthrop Advisory Group
Massachusetts
$213K +$209K +5,206 New
PP
1384
Paloma Partners
Connecticut
$212K -$8.31M -207,071 -98%
AWA
1385
ARS Wealth Advisors
Florida
$212K -$82.5K -2,055 -28%
PIG
1386
Pantheon Investment Group
California
$212K -$27.1K -675 -12%
DLHL
1387
Donald L. Hagan LLC
Florida
$212K -$9.72K -242 -4%
FWI
1388
Facet Wealth Inc
Maryland
$211K +$207K +5,153 New
LDFR
1389
Lehman & Derafelo Financial Resources
Pennsylvania
$211K +$207K +5,153 New
AIFAIM
1390
American Institute for Advanced Investment Management
Arizona
$211K +$207K +5,155 New
PA
1391
PFG Advisors
Arizona
$211K +$207K +5,155 New
WIC
1392
Woodmont Investment Counsel
Tennessee
$210K -$30.9K -770 -13%
PIA
1393
Powell Investment Advisors
Florida
$209K -$19K -474 -9%
II
1394
Ibex Investors
Colorado
$209K +$204K +5,086 New
SHWM
1395
Smith & Howard Wealth Management
Georgia
$209K +$205K +5,097 New
RWM
1396
RKL Wealth Management
Pennsylvania
$207K -$88.2K -2,197 -30%
ACI
1397
Alpha Cubed Investments
California
$207K +$203K +5,060 New
PMFA
1398
Plante Moran Financial Advisors
Michigan
$204K +$45.7K +1,139 +30%
RIG
1399
RiverFront Investment Group
Virginia
$204K +$199K +4,964 New
CCFM
1400
Clear Creek Financial Management
Washington
$204K +$200K +4,975 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.