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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
WWM
1551
Wolff Wiese Magana
California
$44K +$43.2K +1,076 New
WAS
1552
Winch Advisory Services
Wisconsin
$41K -$4.74K -118 -11%
MCM
1553
McMillion Capital Management
North Carolina
$41K +$40.2K +1,000 New
CWM
1554
Curi Wealth Management
North Carolina
$41K +$40.4K +1,005 New
TFIPS
1555
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.3K +$39.5K +984 New
WPA
1556
West Paces Advisors
Georgia
$39K
EARNEST Partners
1557
EARNEST Partners
Georgia
$39K
IF
1558
Ironwood Financial
Arizona
$39K
AWG
1559
Altus Wealth Group
Colorado
$38K +$37K +922 New
HIM
1560
Hillsdale Investment Management
Ontario, Canada
$37K
KCM
1561
Kathmere Capital Management
Pennsylvania
$35K
AI
1562
ArchPoint Investors
Florida
$34K -$395K -9,839 -92%
BWM
1563
Baystate Wealth Management
Massachusetts
$34K -$7.95K -198 -19%
DWP
1564
Destiny Wealth Partners
Florida
$34K +$32.9K +819 New
BCA
1565
Bray Capital Advisors
Florida
$33K
AA
1566
Addison Advisors
Vermont
$33K +$32.2K +803 New
AIL
1567
AGF Investments LLC
Ontario, Canada
$31K -$205K -5,103 -87%
BWA
1568
Burt Wealth Advisors
Maryland
$30K
FA
1569
Financial Avengers
California
$29K +$28.1K +700 New
BFG
1570
Baron Financial Group
New Jersey
$28.7K
TIM
1571
Tortoise Investment Management
New York
$27K
AIG
1572
American International Group
New York
$26.4K -$169M -4,199,476 -87%
AWM
1573
AllSquare Wealth Management
New York
$26K
TIAM2
1574
Tru Independence Asset Management 2
Oregon
$25K +$24.1K +600 New
FFA
1575
Freedman Financial Associates
Massachusetts
$25K +$24.3K +605 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.