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Altria Group
MO

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: 1,576 → 1,655 (+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: 18 → 14 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$313M
2
Fidelity International
Fidelity International
Bermuda
+$183M
3
Charles Schwab
Charles Schwab
California
+$145M
4
Morgan Stanley
Morgan Stanley
New York
+$101M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$100M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$516M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$252M
3
AIG
American International Group
New York
-$169M
4
State Street
State Street
Massachusetts
-$156M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
476
Johnson Investment Counsel
Ohio
$2.29M -$436K -10,870 -17%
OFG
477
OmniStar Financial Group
North Carolina
$2.28M -$439K -10,933 -16%
PL
478
Parthenon LLC
Kentucky
$2.27M +$255K +6,350 +13%
SC
479
Scotia Capital
Ontario, Canada
$2.25M +$6.83K +170 +0.3%
LCM
480
Laurion Capital Management
New York
$2.23M +$371K +9,251 +21%
APF
481
Alaska Permanent Fund
Alaska
$2.23M – – –
THWM
482
Taylor Hoffman Wealth Management
Virginia
$2.22M -$51.8K -1,289 -2%
FCM
483
Fairholme Capital Management
Florida
$2.22M +$2.18M +54,200 New
BMSSC
484
B. Metzler seel. Sohn & Co
Germany
$2.21M +$2M +49,734 New
KWM
485
Kingsview Wealth Management
Oregon
$2.21M -$183K -4,553 -8%
KRSITF
486
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.17M +$169K +4,206 +9%
P
487
Pitcairn
Pennsylvania
$2.15M -$494K -12,292 -19%
PSUF
488
People's United Financial
Connecticut
$2.15M -$391K -9,742 -16%
PCC
489
Park Circle Company
Maryland
$2.14M – – –
QP
490
Quilter Plc
United Kingdom
$2.13M -$205K -5,111 -9%
FWCM
491
Ferguson Wellman Capital Management
Oregon
$2.12M +$253K +6,292 +14%
CK
492
Cohen Klingenstein
New York
$2.12M – – –
SIC
493
Salem Investment Counselors
North Carolina
$2.11M +$93.9K +2,339 +5%
LP
494
LMR Partners
United Kingdom
$2.09M +$2.04M +50,884 New
FA
495
FDx Advisors
Illinois
$2.07M +$53.7K +1,337 +3%
EAMA
496
EFG Asset Management (Americas)
Florida
$2.06M +$20.4K +507 +1%
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.04M +$201K +5,004 +11%
AAS
498
Avantax Advisory Services
Texas
$2.03M -$4.05M -100,762 -67%
IAA
499
Independent Advisor Alliance
North Carolina
$2.02M +$108K +2,689 +6%
MAFM
500
Mid Atlantic Financial Management
Pennsylvania
$2.02M +$60.4K +1,504 +3%
18 19
20
21 22

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.