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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
Tudor Investment Corp
1676
Tudor Investment Corp
Connecticut
– -$4.25M -110,078 Closed
ZDA
1677
Zweig-DiMenna Associates
New York
– -$3.98M -103,000 Closed
DLCIG
1678
D.L. Carlson Investment Group
New Hampshire
– -$3.39M -87,688 Closed
NONA
1679
Ninety One North America
New York
– -$3.3M -85,423 Closed
RWP
1680
RWA Wealth Partners
Massachusetts
– -$2.52M -65,131 Closed
EF
1681
Empowered Funds
Pennsylvania
– -$2.51M -65,024 Closed
GI
1682
Gavea Investimentos
Brazil
– -$2.32M -60,045 Closed
CG
1683
Cutler Group
California
– -$2.15M -53,629 Closed
PF
1684
Phoenix Financial
Israel
– -$1.85M -50,998 Closed
WI
1685
Wintrust Investments
Illinois
– -$1.65M -42,583 Closed
AIM
1686
Aigen Investment Management
New York
– -$1.64M -42,370 Closed
PI
1687
PEAK6 Investments
Illinois
– -$1.62M -40,406 Closed
UMA
1688
USA Mutuals Advisors
Texas
– -$1.55M -40,000 Closed
AII
1689
AGF Investments Inc
Ontario, Canada
– -$1.19M -30,761 Closed
GCP
1690
GSA Capital Partners
United Kingdom
– -$1.18M -30,609 Closed
JF
1691
Jump Financial
Illinois
– -$1.02M -26,441 Closed
TC
1692
Toews Corporation
New Jersey
– -$989K -25,600 Closed
TMC
1693
Trellus Management Company
Florida
– -$966K -25,000 Closed
WAS
1694
Wealth Advisory Solutions
Indiana
– -$734K -19,018 Closed
MYLI
1695
Meiji Yasuda Life Insurance
Japan
– -$711K -18,393 Closed
CP
1696
Covenant Partners
Tennessee
– -$697K -18,041 Closed
CC
1697
Cedar Capital
Illinois
– -$624K -16,139 Closed
PAM
1698
Paradigm Asset Management
New York
– -$607K -15,700 Closed
HI
1699
Horizon Investments
North Carolina
– -$584K -15,108 Closed
PA
1700
Planning Alternatives
Michigan
– -$538K -13,930 Closed
66 67
68
69 70

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.