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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
SL
1601
Savior LLC
Massachusetts
$13K
PA
1602
Perennial Advisors
New York
$13K +$13.2K +329 New
CA
1603
Crewe Advisors
Utah
$12K -$8.95K -223 -43%
SWM
1604
Strategic Wealth Management
Washington
$12K -$5.82K -145 -33%
AW
1605
Avion Wealth
Texas
$12K -$2.21K -55 -15%
FWM
1606
FSA Wealth Management
Massachusetts
$12K +$11.4K +285 New
BA
1607
Bellwether Advisors
Nebraska
$12K +$12.3K +307 New
FBT
1608
First Bank & Trust
South Dakota
$11K -$1.16K -29 -10%
EWA
1609
Evolution Wealth Advisors
Florida
$11K
CA
1610
Centerpoint Advisors
Massachusetts
$10K
FRA
1611
Front Row Advisors
California
$10K
AJ
1612
Ashburton (Jersey)
Jersey
$9K
APWA
1613
Atlas Private Wealth Advisors
New Jersey
$9K
JFA
1614
JNBA Financial Advisors
Minnesota
$9K
LFG
1615
Larson Financial Group
Missouri
$9K +$241 +6 +3%
WFA
1616
West Financial Advisors
Iowa
$9K +$8.39K +209 New
EA
1617
Elm Advisors
California
$9K +$8.55K +213 New
IA
1618
IFS Advisors
Kansas
$9K +$9.11K +227 New
CBTWT
1619
Community Bank & Trust (Waco, Texas)
Texas
$8.93K -$123K -3,063 -4%
MGIM
1620
M&G Investment Management
United Kingdom
$8.91K +$3M +74,767 +52%
TAM
1621
Tucker Asset Management
Colorado
$8.81K +$8.63K +215 New
FPFS
1622
First Personal Financial Services
North Carolina
$8K -$32.4K -806 -81%
IFA
1623
Interactive Financial Advisors
Illinois
$8K
LWA
1624
Lowe Wealth Advisors
Maryland
$8K
CIA
1625
CSat Investment Advisory
Michigan
$7K -$646K -16,078 -99%

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.