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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
BAMG
1526
Brand Asset Management Group
Missouri
$59K +$1.21K +30 +2%
TC
1527
Tacita Capital
Ontario, Canada
$58K +$57.2K +1,425 New
WIM
1528
Westside Investment Management
California
$57.6K -$3.81K -95 -1%
PHK
1529
Point72 Hong Kong
Hong Kong
$57K -$230K -5,723 -81%
CCM
1530
Copeland Capital Management
Pennsylvania
$57K -$3.01K -75 -5%
BEI
1531
Benjamin Edwards Inc
Missouri
$57K
LAM
1532
Lountzis Asset Management
Pennsylvania
$56K
MF
1533
Manchester Financial
California
$56K
GEA
1534
Glen Eagle Advisors
New Jersey
$55.7K -$4.34K -108 -7%
FA
1535
Fortis Advisors
Pennsylvania
$55K
JWA
1536
JFS Wealth Advisors
Pennsylvania
$55K
LGA
1537
Lebenthal Global Advisors
New York
$55K +$54.1K +1,348 New
PO
1538
Private Ocean
California
$54K
WP
1539
Waycross Partners
Kentucky
$53K +$52K +1,295 New
TCM
1540
Tradewinds Capital Management
Washington
$52K +$5.06K +126 +11%
CAL
1541
Capital Analysts LLC
Pennsylvania
$50K -$38.3K -954 -44%
MHR
1542
Matthew Hamilton Rosenberg
$49K -$13.7K -341 -22%
BL
1543
Bleichroeder LP
New York
$49K
FPB
1544
First PREMIER Bank
South Dakota
$49K
IRAG
1545
Investment Research & Advisory Group
Georgia
$49K
SC
1546
Steph & Co
Wisconsin
$49K
SFP
1547
Sterling Financial Planning
New Jersey
$47K +$45.8K +1,140 New
GTAM
1548
Global Trust Asset Management
Florida
$46K
HFA
1549
Hoover Financial Advisors
Pennsylvania
$46K +$44.4K +1,107 New
ASBI
1550
American State Bank (Iowa)
Iowa
$44.1K +$43.2K +1,075 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.