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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
TNBTD
1726
Trustmark National Bank Trust Department
Mississippi
-$229K -5,920 Closed
MWM
1727
Meridian Wealth Management
Kentucky
-$225K -5,843 Closed
TC
1728
Trust Company
Kansas
-$220K -5,690 Closed
BWA
1729
Beam Wealth Advisors
Louisiana
-$218K -5,644 Closed
CAM
1730
Congress Asset Management
Massachusetts
-$217K -5,617 Closed
RFN
1731
RDA Financial Network
Iowa
-$215K -5,577 Closed
ISB
1732
Iowa State Bank
Iowa
-$214K -5,550 Closed
BS
1733
Banco Santander
Spain
-$210K -5,443 Closed
EWF
1734
Epstein & White Financial
California
-$205K -5,406 Closed
RIM
1735
Regent Investment Management
Kentucky
-$207K -5,365 Closed
SW
1736
SlateStone Wealth
Florida
-$207K -5,362 Closed
SDWMA
1737
Schneider Downs Wealth Management Advisors
Pennsylvania
-$205K -5,316 Closed
BFA
1738
Bragg Financial Advisors
North Carolina
-$205K -5,303 Closed
FLPIM
1739
F.L. Putnam Investment Management
Massachusetts
-$203K -5,255 Closed
BBL
1740
Beck Bode LLC
Massachusetts
-$148K -3,841 Closed
WCG
1741
Weaver Consulting Group
California
-$130K -3,358 Closed
BWM
1742
BNC Wealth Management
Oregon
-$130K -3,355 Closed
VIM
1743
Veritas Investment Management
United Kingdom
-$116K -3,000 Closed
PFWA
1744
Paces Ferry Wealth Advisors
Georgia
-$104K -2,695 Closed
AWM
1745
Adams Wealth Management
Utah
-$96K -2,480 Closed
CHAM
1746
Clear Harbor Asset Management
Connecticut
-$77.3K -2,000 Closed
PCM
1747
Penserra Capital Management
California
-$71K -1,848 Closed
BBA
1748
Braun-Bostich & Associates
Pennsylvania
-$69K -1,777 Closed
JWM
1749
Jeppson Wealth Management
California
-$68K -1,750 Closed
HCA
1750
Horan Capital Advisors
Ohio
-$67K -1,733 Closed

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.