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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
PFA
1576
Professional Financial Advisors
Nebraska
$24K
CMA
1577
Cedar Mountain Advisors
Oregon
$23K +$241 +6 +1%
DWMG
1578
DB Wealth Management Group
California
$23K +$22.6K +563 New
RIA
1579
RPG Investment Advisory
California
$21K
CH
1580
Canton Hathaway
Rhode Island
$21K +$20.1K +500 New
HF
1581
Halpern Financial
Virginia
$20.5K
GG
1582
Gleason Group
Kentucky
$20K -$49.9K -1,243 -72%
NOI
1583
Newton One Investments
Delaware
$20K +$19.2K +479 New
CTB
1584
Country Trust Bank
Illinois
$19K -$4.01K -100 -17%
HDIM
1585
Hanson & Doremus Investment Management
Vermont
$19K
IWP
1586
IAG Wealth Partners
Wisconsin
$19K +$321 +8 +2%
CYG
1587
Clean Yield Group
Vermont
$18K
PAI
1588
Pittenger & Anderson Inc
Nebraska
$18K
PP
1589
Pacifica Partners
Canada
$18K +$241 +6 +1%
FCMT
1590
Founders Capital Management (Texas)
Texas
$18K +$17.6K +439 New
NL
1591
NVWM LLC
Pennsylvania
$17K
ADIM
1592
Alpha DNA Investment Management
Maryland
$17K +$17.6K +439 New
TCM
1593
TD Capital Management
Tennessee
$16K +$40 +1 +0.3%
MAM
1594
McCarthy Asset Management
California
$16K +$16.1K +400 New
OIM
1595
Oder Investment Management
California
$16K +$16.1K +400 New
OAJ
1596
Ogorek Anthony Joseph
New York
$16K +$16.1K +400 New
SIAG
1597
Safeguard Investment Advisory Group
California
$16K +$16.2K +404 New
PWA
1598
Phoenix Wealth Advisors
North Carolina
$15K +$14.9K +372 New
ADL
1599
Asset Dedication LLC
California
$14K -$2.17K -54 -14%
PCTC
1600
Perkins Coie Trust Company
Washington
$13K

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.