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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
Aberdeen Group
101
Aberdeen Group
United Kingdom
$41.9M +$45K +1,121 +0.1%
MAM
102
Martingale Asset Management
Massachusetts
$41.3M +$4.44M +110,699 +12%
LPL Financial
103
LPL Financial
California
$40.6M +$2.36M +58,711 +6%
Bank Julius Baer & Co
104
Bank Julius Baer & Co
Switzerland
$40M -$1.32M -32,861 -3%
RPI
105
Railway Pension Investments
United Kingdom
$39.9M +$37.6M +936,700 +2,573%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$38.7M +$13.6M +337,718 +56%
AG
107
Aperio Group
California
$38.2M -$4.24M -105,608 -10%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$38.1M -$3.19M -79,491 -8%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$37.8M +$2.98M +74,283 +9%
GIA
110
Gateway Investment Advisers
Ohio
$36.2M -$112K -2,780 -0.3%
HighTower Advisors
111
HighTower Advisors
Illinois
$34.6M -$5.04M -125,565 -13%
US Bancorp
112
US Bancorp
Minnesota
$34.1M -$797K -19,854 -2%
Stifel Financial
113
Stifel Financial
Missouri
$33.8M +$992K +24,697 +3%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$33.8M -$1.02M -25,332 -3%
PAMU
115
Pictet Asset Management (UK)
United Kingdom
$33.7M -$2.97M -73,997 -8%
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$32.8M -$134M -3,331,805 -81%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$32.1M +$117K +2,910 +0.4%
FMI
118
Factory Mutual Insurance
Massachusetts
$30.2M -$15.4M -382,400 -34%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$28.6M +$4.52M +112,478 +19%
M&T Bank
120
M&T Bank
New York
$27.8M -$856K -21,318 -3%
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$27.7M -$1.31M -32,544 -5%
RCM
122
RNC Capital Management
California
$27.7M -$4.03M -100,457 -13%
Primecap Management
123
Primecap Management
California
$27.1M -$1.46M -36,400 -5%
ZIM
124
Zacks Investment Management
Illinois
$27M -$1.69M -42,051 -6%
CCM
125
Cullen Capital Management
New York
$26.9M -$229K -5,710 -0.9%

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.