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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
IIM
176
Intact Investment Management
Quebec, Canada
$14.1M -$233K -5,800 -2%
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$14.1M -$1.11M -27,700 -7%
KAS
178
Kestra Advisory Services
Texas
$14.1M +$4.19M +104,329 +43%
First Manhattan
179
First Manhattan
New York
$14M -$210K -5,233 -2%
CWM
180
Cedar Wealth Management
California
$13.9M -$300K -7,477 -2%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$13.6M -$575K -14,328 -4%
NP
182
NorthRock Partners
Minnesota
$13.6M -$725K -18,067 -5%
JMPWA
183
JP Morgan Private Wealth Advisors
California
$13.6M +$290K +7,220 +2%
TPSF
184
Texas Permanent School Fund
Texas
$13.4M -$872K -21,720 -6%
MSL
185
Mackay Shields LLC
New York
$13.4M -$282K -7,022 -2%
CIBC World Market
186
CIBC World Market
Ontario, Canada
$13.1M -$174K -4,337 -1%
TAM
187
Todd Asset Management
Kentucky
$13M -$475K -11,840 -4%
OAM
188
Oppenheimer Asset Management
New York
$13M -$167K -4,164 -1%
AAM
189
Advisors Asset Management
Colorado
$12.9M -$840K -20,924 -6%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$12.9M -$233K -5,809 -2%
BCIM
191
British Columbia Investment Management
British Columbia, Canada
$12.9M -$335K -8,332 -3%
GC
192
Guggenheim Capital
Illinois
$12.5M -$4.41M -109,931 -27%
AIM
193
Artemis Investment Management
United Kingdom
$12.4M +$6.81M +169,532 +127%
SOADOR
194
State of Alaska Department of Revenue
Alaska
$12.4M -$606K -15,103 -5%
SSG
195
Summit Securities Group
New York
$12.3M +$9.89M +246,300 +452%
PCH
196
Polar Capital Holdings
United Kingdom
$12.3M +$12M +300,099 New
CCM
197
Callodine Capital Management
Massachusetts
$12.3M
BB
198
Busey Bank
Illinois
$12.2M +$34.7K +864 +0.3%
HR
199
Howe & Rusling
New York
$12.2M -$764K -19,026 -6%
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$12.2M -$522K -12,993 -4%

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.