We are live on ! Find out more
MO icon

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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$303M -$22.1M -549,592 -7%
Swiss National Bank
27
Swiss National Bank
Switzerland
$302M -$21M -523,400 -7%
PPA
28
Parametric Portfolio Associates
Washington
$257M -$16.6M -413,007 -6%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$238M -$44.2M -1,101,856 -16%
LCOV
30
London Company of Virginia
Virginia
$235M -$1.7M -42,428 -0.7%
UBS AM
31
UBS AM
Illinois
$226M +$7.52M +187,212 +4%
Fidelity International
32
Fidelity International
Bermuda
$213M +$183M +4,563,420 +720%
Deutsche Bank
33
Deutsche Bank
Germany
$210M -$1.47M -36,695 -0.7%
Prudential Financial
34
Prudential Financial
New Jersey
$205M -$484K -12,052 -0.2%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$202M +$20.9M +519,676 +12%
UBS Group
36
UBS Group
Switzerland
$195M -$34.4M -856,515 -15%
LSV Asset Management
37
LSV Asset Management
Illinois
$187M -$1.77M -44,000 -1%
EIP
38
Epoch Investment Partners
New York
$181M +$18M +449,051 +11%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$181M +$100M +2,501,985 +131%
Goldman Sachs
40
Goldman Sachs
New York
$170M -$34M -847,902 -17%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$150M -$7.92M -197,300 -5%
Barclays
42
Barclays
United Kingdom
$133M +$54.3M +1,352,939 +71%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$133M +$1.75M +43,520 +1%
Mackenzie Financial
44
Mackenzie Financial
Ontario, Canada
$122M -$863K -21,486 -0.7%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$121M +$46.4M +1,156,438 +65%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$119M +$2.09M +52,080 +2%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$117M +$19.5M +486,752 +20%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$116M -$3.73M -92,960 -3%
AllianceBernstein
49
AllianceBernstein
Tennessee
$115M -$10.9M -271,939 -9%
CP
50
Coho Partners
Pennsylvania
$111M +$3.95M +98,341 +4%

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.