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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
PI
151
PineBridge Investments
New York
$18.8M +$5.27M +131,346 +40%
Creative Planning
152
Creative Planning
Kansas
$18.8M +$233K +5,794 +1%
FP
153
Foundry Partners
Minnesota
$18.7M -$40.2K -1,001 -0.2%
6CM
154
683 Capital Management
New York
$18.6M
MIM
155
MetLife Investment Management
New Jersey
$18.5M -$797K -19,857 -4%
State of Tennessee, Department of Treasury
156
State of Tennessee, Department of Treasury
Tennessee
$18.4M +$2.93M +72,968 +19%
CIA
157
Capital Investment Advisors
Georgia
$17.8M +$2.17M +54,077 +14%
Massachusetts Financial Services
158
Massachusetts Financial Services
Massachusetts
$17.2M -$11.7M -291,498 -41%
Man Group
159
Man Group
United Kingdom
$17.1M -$12M -300,090 -42%
Boston Partners
160
Boston Partners
Massachusetts
$16.6M -$276K -6,883 -2%
MML Investors Services
161
MML Investors Services
Massachusetts
$16M +$1.44M +35,983 +10%
Korea Investment Corp
162
Korea Investment Corp
South Korea
$15.9M +$5.59M +139,300 +56%
Lazard Asset Management
163
Lazard Asset Management
New York
$15.7M +$1.05M +26,226 +7%
HF
164
HRT Financial
New York
$15.6M +$15.3M +380,000 New
Nomura Asset Management
165
Nomura Asset Management
Japan
$15.4M +$610K +15,189 +4%
Aviva
166
Aviva
United Kingdom
$15.4M -$83.8K -2,087 -0.6%
URS
167
Utah Retirement Systems
Utah
$15.3M +$642K +16,000 +4%
TH
168
TCTC Holdings
Texas
$15.2M +$328K +8,170 +2%
BCM
169
Bluefin Capital Management
New York
$15.2M +$14.9M +370,212 New
HP
170
Hikari Power
Japan
$15.1M +$1.95M +48,690 +15%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$14.8M -$406K -10,124 -3%
GRQ
172
Gardner Russo & Quinn
Pennsylvania
$14.7M -$390K -9,723 -3%
Calamos Advisors
173
Calamos Advisors
Illinois
$14.6M -$515K -12,828 -3%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$14.3M +$8.27M +205,937 +144%
MIS
175
Morningstar Investment Services
Illinois
$14.3M -$1.73M -43,099 -11%

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.