Altria Group
1,577 hedge funds and large institutions have $45.8B invested in Altria Group in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 542 increasing their positions, 761 reducing their positions, and 237 closing their positions.
0.78% more ownership
Funds ownership: 63.01% → 63.8% (+0.78%)
10% less funds holding
Funds holding: 1,759 → 1,577 (-182)
21% less funds holding in top 10
Funds holding in top 10: 29 → 23 (-6)
22% less call options, than puts
Call options by funds: $340M | Put options by funds: $436M
22% less capital invested
Capital invested by funds: $58.9B → $45.8B (-$13.1B)
29% less repeat investments, than reductions
Existing positions increased: 542 | Existing positions reduced: 761
65% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 237
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$362M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$294M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$252M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$209M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$183M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$301M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$262M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$260M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$177M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$159M |
MO Hedge Fund Activity: Q1 2020 in Review
1,577 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2020, worth a combined $45.8B — down 22% from $58.9B a quarter earlier.
Sellers outnumbered buyers: 237 funds closed out of MO and 82 opened new positions — a net loss of 155 holders — while 761 trimmed existing stakes and 542 added.
The largest buyer was Capital World Investors, adding an estimated $362M. The largest seller was Massachusetts Financial Services, cutting an estimated $301M.
- 1,577 institutional investors held Altria Group (MO) as of Q1 2020, down from 1,759 in Q4 2019.
- Funds reported $45.8B of Altria Group stock for Q1 2020, down 22% quarter-over-quarter.
- 82 funds opened new Altria Group positions in Q1 2020 and 237 closed out, a net change of -155 holders.
- The largest Altria Group buyer in Q1 2020 was Capital World Investors, an estimated $362M added.
- The largest Altria Group seller in Q1 2020 was Massachusetts Financial Services, an estimated $301M sold.
Based on aggregated 13F filings for Q1 2020.