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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
VWA
1401
V Wealth Advisors
Kansas
$204K +$200K +4,985 New
SIG
1402
Sky Investment Group
Connecticut
$202K -$48.5K -1,209 -20%
HIA
1403
Harbor Investment Advisory
Maryland
$202K -$23.2K -577 -10%
SAF
1404
Smith Anglin Financial
Texas
$202K +$198K +4,925 New
MA
1405
MCF Advisors
Kentucky
$201K -$86K -2,141 -30%
RCA
1406
Ranch Capital Advisors
Florida
$201K -$3.25K -81 -2%
TF
1407
TimeScale Financial
Massachusetts
$201K -$562 -14 -0.3%
KOMWMG
1408
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$200K +$196K +4,872 New
CWP
1409
Concord Wealth Partners
Virginia
$200K +$196K +4,885 New
B
1410
Bellecapital
Switzerland
$200K +$196K +4,890 New
ACM
1411
AUA Capital Management
Pennsylvania
$195K
MWP
1412
Meridian Wealth Partners
Pennsylvania
$195K +$683 +17 +0.4%
DOA
1413
D'Orazio & Associates
Virginia
$195K +$12K +300 +7%
SWM
1414
Sugarloaf Wealth Management
Georgia
$194K -$39.9K -993 -17%
WDL
1415
Well Done LLC
Michigan
$189K +$185K +4,606 New
VC
1416
Vestor Capital
Illinois
$182K
DAC
1417
Dividend Assets Capital
South Carolina
$181K +$177K +4,416 New
RCWMU
1418
Rothschild & Co Wealth Management (UK)
United Kingdom
$179K
CL
1419
COWA LLC
Oklahoma
$179K +$175K +4,357 New
CFFP
1420
Center for Financial Planning
Michigan
$177K
MCM
1421
Manchester Capital Management
Vermont
$177K +$482 +12 +0.3%
VCG
1422
Vantage Consulting Group
Virginia
$176K +$172K +4,293 New
BCA
1423
Berman Capital Advisors
Georgia
$173K +$32.9K +819 +24%
AWM
1424
Avior Wealth Management
Nebraska
$172K +$361 +9 +0.2%
AI
1425
AdvisorShares Investments
Maryland
$171K -$12K -299 -7%

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.