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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
HC
1701
Hourglass Capital
Texas
– -$498K -12,878 Closed
SSA
1702
Schonfeld Strategic Advisors
New York
– -$492K -12,716 Closed
HS
1703
Haafor (Singapore)
Singapore
– -$440K -11,360 Closed
XS
1704
XR Securities
Illinois
– -$420K -10,882 Closed
NIM
1705
NuWave Investment Management
New Jersey
– -$420K -10,858 Closed
SLT
1706
St Louis Trust
Missouri
– -$413K -10,700 Closed
ECM
1707
Evergreen Capital Management
Washington
– -$407K -10,522 Closed
AL
1708
Aspiriant LLC
California
– -$383K -9,924 Closed
BP
1709
Ballentine Partners
Massachusetts
– -$361K -9,342 Closed
WAM
1710
Wolverine Asset Management
Illinois
– -$329K -8,524 Closed
PIMG
1711
Patriot Investment Management Group
Tennessee
– -$326K -8,448 Closed
PP
1712
PDT Partners
New York
– -$325K -8,403 Closed
LOAMS
1713
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$324K -8,376 Closed
NJBEST
1714
New Jersey Better Educational Savings Trust
New Jersey
– -$290K -7,500 Closed
NO
1715
Ninety One
South Africa
– -$285K -7,371 Closed
MCAI
1716
Members Capital Advisors Inc
Wisconsin
– -$272K -7,050 Closed
RB
1717
Rodgers Brothers
Pennsylvania
– -$270K -6,990 Closed
FQ
1718
First Quadrant
California
– -$263K -6,800 Closed
RIM
1719
Rampart Investment Management
Connecticut
– -$252K -6,520 Closed
ACA
1720
Affinity Capital Advisors
California
– -$247K -6,404 Closed
GIP
1721
Granite Investment Partners
California
– -$246K -6,379 Closed
BWP
1722
BSW Wealth Partners
Colorado
– -$237K -6,122 Closed
PTC
1723
Petrus Trust Company
Texas
– -$236K -6,098 Closed
CCM
1724
Chilton Capital Management
Texas
– -$234K -6,059 Closed
RMDI
1725
R.M. Davis Inc
Maine
– -$232K -5,993 Closed
67 68
69
70 71

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.