We are live on ! Find out more
MO icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.22B -$58.7M -1,462,566 -1%
BlackRock
2
BlackRock
New York
$5.35B -$516M -12,850,995 -9%
Capital World Investors
3
Capital World Investors
California
$4.65B +$313M +7,784,610 +7%
State Street
4
State Street
Massachusetts
$3.08B -$156M -3,892,844 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.1B -$252M -6,287,374 -11%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.32B +$62.2M +1,550,317 +5%
Charles Schwab
7
Charles Schwab
California
$1.21B +$145M +3,606,662 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.13B +$14.4M +359,245 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$958M +$93M +2,316,587 +11%
JP Morgan Chase
10
JP Morgan Chase
New York
$825M -$121M -3,003,656 -13%
Northern Trust
11
Northern Trust
Illinois
$796M -$28.9M -719,548 -4%
Bank of America
12
Bank of America
North Carolina
$788M -$84.3M -2,100,028 -10%
Capital International Investors
13
Capital International Investors
California
$686M -$67.2M -1,674,804 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$563M +$6.62M +164,869 +1%
Fayez Sarofim & Co
15
Fayez Sarofim & Co
Texas
$561M -$3.34M -83,235 -0.6%
Invesco
16
Invesco
Georgia
$524M +$24.9M +619,088 +5%
Ameriprise
17
Ameriprise
Minnesota
$429M -$22.2M -554,056 -5%
Legal & General Group
18
Legal & General Group
United Kingdom
$415M -$2.71M -67,400 -0.7%
Renaissance Technologies
19
Renaissance Technologies
New York
$378M +$3.53M +87,976 +1%
IFP
20
Independent Franchise Partners
United Kingdom
$368M -$3.85M -95,988 -1%
N
21
Nuveen
North Carolina
$364M +$26M +648,277 +8%
Morgan Stanley
22
Morgan Stanley
New York
$360M +$101M +2,521,939 +40%
Franklin Resources
23
Franklin Resources
California
$331M +$8.16M +203,334 +3%
Wells Fargo
24
Wells Fargo
California
$313M +$42.1M +1,048,043 +16%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$308M +$12.9M +320,133 +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.