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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
Skandinaviska Enskilda Banken (SEB)
1501
Skandinaviska Enskilda Banken (SEB)
Sweden
$82K
FWM
1502
ForthRight Wealth Management
Georgia
$82K +$80.1K +1,996 New
MFA
1503
McClarren Financial Advisors
Pennsylvania
$81K +$79.9K +1,991 New
FCM
1504
Firestone Capital Management
Florida
$80K
KFS
1505
Kelly Financial Services
Massachusetts
$79.6K +$4.9K +122 +7%
FTDI
1506
First Trust Direct Indexing
Massachusetts
$79K +$77.5K +1,931 New
SN
1507
Sittner & Nelson
Oregon
$78K +$76.8K +1,912 New
ONST
1508
Old North State Trust
North Carolina
$75K -$73.4K -1,827 -50%
LC
1509
Lindbrook Capital
California
$75K +$1.04K +26 +1%
ED
1510
Exane Derivatives
France
$75K -$1.5M -37,367 -95%
TIM
1511
Thornburg Investment Management
New Mexico
$70K -$68.7K -1,710 -50%
EW
1512
Evoke Wealth
California
$70K -$36.7K -915 -36%
BWM
1513
BerganKDV Wealth Management
Minnesota
$70K +$2.41K +60 +4%
GLLW
1514
Graves Light Lenhart Wealth
Virginia
$69K +$67.6K +1,683 New
SC
1515
Sawyer & Company
Massachusetts
$68K
AWM
1516
Accel Wealth Management
Iowa
$67K +$65.8K +1,638 New
CWA
1517
Clearview Wealth Advisors
Oregon
$64K +$62.8K +1,565 New
BCM
1518
Bourgeon Capital Management
Connecticut
$63K
SSWG
1519
Seven Springs Wealth Group
Tennessee
$63K +$1.49K +37 +2%
CPA
1520
Cowen Prime Advisors
New York
$62K
SAM
1521
S.A. Mason
Michigan
$62K
VIMU
1522
Veritas Investment Management (UK)
United Kingdom
$62K
D
1523
Diversified
Delaware
$61K +$63.1K +1,571 New
VBCG
1524
Valley Brook Capital Group
Pennsylvania
$60K +$59.5K +1,483 New
TCCM
1525
Timber Creek Capital Management
Massachusetts
$59K

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.