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Altria Group

1,770 hedge funds and large institutions have $57.1B invested in Altria Group in 2021 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 682 increasing their positions, 633 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 95

121% more funds holding in top 10

Funds holding in top 10: 1431 (+17)

24% more capital invested

Capital invested by funds: $46.2B → $57.1B (+$10.9B)

7% more funds holding

Funds holding: 1,6551,770 (+115)

8% more repeat investments, than reductions

Existing positions increased: 682 | Existing positions reduced: 633

6% more call options, than puts

Call options by funds: $555M | Put options by funds: $525M

0.29% less ownership

Funds ownership: 60.5%60.2% (-0.29%)

Holders
1,770
Holders Change
+115
Holders Change %
+6.95%
% of All Funds
31.07%
Holding in Top 10
31
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+121.43%
% of All Funds
0.54%
New
227
Increased
682
Reduced
633
Closed
95
Calls
$555M
Puts
$525M
Net Calls
+$30M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$9.39M +$994K +22,187 +14%
IPW
252
Inlet Private Wealth
Florida
$9.38M -$152K -3,400 -2%
VFM
253
Viking Fund Management
North Dakota
$9.36M -$538K -12,000 -6%
HT
254
HAP Trading
New York
$9.29M +$8.14M +181,685 New
GGS
255
Galvin Gaustad & Stein
Arizona
$9.28M -$535K -11,931 -6%
DADC
256
D.A. Davidson & Co
Montana
$9.27M +$2.3M +51,256 +39%
BFA
257
Benedict Financial Advisors
Georgia
$9.24M +$327K +7,288 +4%
BCM
258
Banyan Capital Management
Georgia
$9.11M +$7.98M +178,067 New
Public Sector Pension Investment Board (PSP Investments)
259
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.99M +$1.34M +29,840 +20%
UR
260
USCA RIA
Texas
$8.82M +$2.04M +45,548 +36%
VV
261
Verity & Verity
South Carolina
$8.68M +$351K +7,834 +4%
KeyBank National Association
262
KeyBank National Association
Ohio
$8.67M -$181K -4,038 -2%
HIMC
263
Heritage Investors Management Corp
Maryland
$8.65M -$521K -11,626 -6%
CFB
264
Cullen/Frost Bankers
Texas
$8.58M +$479K +10,686 +7%
X
265
Xponance
Pennsylvania
$8.56M -$38.9K -868 -0.5%
SPC
266
Sigma Planning Corp
Michigan
$8.41M -$370K -8,268 -5%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$8.41M +$202K +4,501 +3%
AI
268
Atria Investments
North Carolina
$8.27M +$686K +15,309 +10%
CIBC Asset Management
269
CIBC Asset Management
Ontario, Canada
$8.2M -$105K -2,336 -1%
AAM
270
Auxier Asset Management
Oregon
$8.15M -$6.5K -145 -0.1%
FP
271
Financial Perspectives
Minnesota
$8.13M +$18.3M +407,798 +5,017%
CDH
272
Charles D. Hyman
$8.11M -$291K -6,492 -4%
SAM
273
Securian Asset Management
Minnesota
$8.06M -$238K -5,308 -3%
SI
274
Stephens Inc
Arkansas
$7.99M +$52.5K +1,172 +0.8%
Brown Advisory
275
Brown Advisory
Maryland
$7.93M -$5.72M -127,632 -45%

MO Hedge Fund Activity: Q1 2021 in Review

1,770 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2021, worth a combined $57.1B — up 24% from $46.2B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new MO positions and 95 closed out — a net gain of 132 holders — while 682 added to existing stakes and 633 trimmed.

The largest buyer was Capital World Investors, adding an estimated $503M. The largest seller was Capital Research Global Investors, cutting an estimated $345M.

  • 1,770 institutional investors held Altria Group (MO) as of Q1 2021, up from 1,655 in Q4 2020.
  • Funds reported $57.1B of Altria Group stock for Q1 2021, up 24% quarter-over-quarter.
  • 227 funds opened new Altria Group positions in Q1 2021 and 95 closed out, a net change of +132 holders.
  • The largest Altria Group buyer in Q1 2021 was Capital World Investors, an estimated $503M added.
  • The largest Altria Group seller in Q1 2021 was Capital Research Global Investors, an estimated $345M sold.

Based on aggregated 13F filings for Q1 2021.