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
SIAP
1426
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$168K +$32.6K +813 +25%
VCM
1427
Versant Capital Management
Arizona
$168K +$37.3K +929 +29%
GAM
1428
Gemmer Asset Management
California
$166K +$281 +7 +0.2%
JGIA
1429
Jackson Grant Investment Advisers
Connecticut
$166K +$1.81K +45 +1%
JMF
1430
Johnson Midwest Financial
Iowa
$165K +$161K +4,014 New
CFO
1431
CVA Family Office
Colorado
$163K -$52.2K -1,300 -25%
FPS
1432
Fieldpoint Private Securities
Connecticut
$163K +$160K +3,984 New
CCMW
1433
Cypress Capital Management (Wyoming)
Wyoming
$160K
AIM
1434
Acropolis Investment Management
Missouri
$158K
BWA
1435
BDO Wealth Advisors
Florida
$155K +$8.43K +210 +6%
IA
1436
Inspire Advisors
Idaho
$154K +$151K +3,764 New
AL
1437
ADE LLC
Maryland
$154K +$151K +3,767 New
BAM
1438
Bellevue Asset Management
Washington
$153K -$15.8K -393 -10%
EFSCE
1439
Enterprise Financial Services Corp (EFSC)
Missouri
$153K -$6.22K -155 -4%
RBC
1440
Roble Belko & Company
Pennsylvania
$151K -$2.01K -50 -1%
AWA
1441
Arkadios Wealth Advisors
Georgia
$150K +$75.5K +1,880 +105%
PCA
1442
Peddock Capital Advisors
Massachusetts
$148K +$145K +3,609 New
RCG
1443
Rock Creek Group
District of Columbia
$146K -$72.1K -1,795 -34%
SFSIG
1444
San Francisco Sentry Investment Group
California
$146K
PCG
1445
Private Capital Group
Connecticut
$145K -$27.8K -692 -17%
WOC
1446
West Oak Capital
California
$145K
AAP
1447
Arax Advisory Partners
Colorado
$143K +$482 +12 +0.3%
APW
1448
Acima Private Wealth
Virginia
$142K
GCM
1449
Gables Capital Management
Florida
$138K -$4.01K -100 -3%
LWANC
1450
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K

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.