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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
NSB
1476
Norway Savings Bank
Maine
$108K +$9.44K +235 +10%
GFPC
1477
Global Financial Private Client
Florida
$107K +$161 +4 +0.2%
AA
1478
AlphaMark Advisors
Kentucky
$107K +$120 +3 +0.1%
MIFH
1479
Migdal Insurance & Financial Holdings
Israel
$106K -$9.56K -238 -8%
PCFFS
1480
Pacific Center for Financial Services
California
$105K -$5.78K -144 -5%
HI
1481
Hudock Inc
Pennsylvania
$104K +$321 +8 +0.3%
CI
1482
CX Institutional
Indiana
$103K -$20K -499 -17%
PWMG
1483
Prestige Wealth Management Group
New Jersey
$103K -$13.5K -337 -12%
MFT
1484
Moisand Fitzgerald Tamayo
Florida
$103K
TAM
1485
Troy Asset Management
United Kingdom
$103K
FPCG
1486
Fort Pitt Capital Group
Pennsylvania
$101K +$99K +2,465 New
FMB
1487
Field & Main Bank
Kentucky
$98K
AS
1488
Altshuler Shaham
Israel
$97K +$93.2K +2,322 New
KFI
1489
Key Financial Inc
Pennsylvania
$97K +$94.9K +2,364 New
TF
1490
Tompkins Financial
New York
$96K -$15.9K -397 -14%
LWM
1491
Liberty Wealth Management
California
$95K +$40.2K +1,002 +75%
ME
1492
McIlrath & Eck
Washington
$94K +$9.68K +241 +12%
CAM
1493
Costello Asset Management
Pennsylvania
$94K +$40.2K +1,000 +77%
SWA
1494
SOA Wealth Advisors
New York
$87K +$80.2K +1,998 New
HCM
1495
Highlander Capital Management
New Jersey
$86K -$48.2K -1,200 -36%
PH
1496
Pinnacle Holdings
Oklahoma
$83.5K +$34.1K +850 +72%
MRCM
1497
M&R Capital Management
New Jersey
$83K -$305K -7,601 -79%
PG
1498
Proffitt & Goodson
Tennessee
$83K -$10K -250 -11%
AWM
1499
Atticus Wealth Management
Florida
$83K
CCA
1500
Childress Capital Advisors
Texas
$83K +$81.2K +2,022 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.