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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
GWS
1451
Glassman Wealth Services
Virginia
$138K +$23.2K +578 +21%
COCM
1452
Charter Oak Capital Management
New Hampshire
$138K +$136K +3,375 New
SWP
1453
ShoreHaven Wealth Partners
New Jersey
$138K +$136K +3,377 New
FCB
1454
First Command Bank
Texas
$134K -$9.64K -240 -7%
FCFS
1455
First Command Financial Services
Texas
$134K -$9.64K -240 -7%
CWC
1456
Carolinas Wealth Consulting
North Carolina
$133K +$49.9K +1,244 +64%
ATC
1457
Adirondack Trust Company
New York
$132K +$15.2K +378 +13%
CBT
1458
Central Bank & Trust
Kentucky
$130K -$5.02K -125 -4%
FNBOSM
1459
First National Bank of South Miami
Florida
$130K -$4.26K -106 -3%
ZB
1460
Zions Bancorporation
Utah
$126K +$964 +24 +0.8%
MLFP
1461
MPS Loria Financial Planners
Illinois
$126K +$5.5K +137 +5%
AIC
1462
Archer Investment Corporation
Indiana
$124K -$803 -20 -0.7%
HCP
1463
Hexagon Capital Partners
Arkansas
$124K -$11.6K -289 -9%
EAM
1464
Erste Asset Management
Austria
$123K -$80.8K -2,013 -40%
MIM
1465
Meridiem Investment Management
United Kingdom
$123K +$120K +3,000 New
EWM
1466
Edge Wealth Management
New York
$122K +$120K +3,000 New
APC
1467
Aspire Private Capital
North Carolina
$121K -$12K -300 -9%
CWM
1468
Cranbrook Wealth Management
Michigan
$120K +$47.1K +1,172 +66%
CB
1469
CNB Bank
Pennsylvania
$119K -$14.5K -362 -11%
CAL
1470
Capital Advisors Ltd
Ohio
$119K
POIA
1471
Pin Oak Investment Advisors
Texas
$117K
BDS
1472
Banco de Sabadell
Florida
$114K -$7.35M -183,100 -98%
JWM
1473
Janiczek Wealth Management
Colorado
$114K
CFD
1474
Creative Financial Designs
Indiana
$110K -$149K -3,705 -58%
LAS
1475
Lloyd Advisory Services
Georgia
$110K -$2.29K -57 -2%

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.