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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
NB
276
Norinchukin Bank
Japan
$7.91M +$114K +2,539 +2%
JAM
277
Jupiter Asset Management
United Kingdom
$7.9M +$6.62M +147,738 +2,237%
William Blair & Company
278
William Blair & Company
Illinois
$7.84M -$1.45M -32,452 -17%
TRCT
279
Tower Research Capital (TRC)
New York
$7.79M +$3.38M +75,328 +98%
FFIC
280
First Fiduciary Investment Counsel
Ohio
$7.72M -$1.94M -43,215 -22%
CM
281
Churchill Management
California
$7.7M -$48.9K -1,092 -0.7%
CA
282
Cetera Advisors
Colorado
$7.64M +$183K +4,078 +3%
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$7.58M +$1.91M +42,690 +40%
UCFA
284
United Capital Financial Advisors
Texas
$7.56M -$568K -12,672 -8%
Jane Street
285
Jane Street
New York
$7.35M -$3.91M -87,237 -38%
BF
286
BOK Financial
Oklahoma
$7.3M -$80.6K -1,798 -1%
MSRPS
287
Maryland State Retirement & Pension System
Maryland
$7.29M +$5.04M +112,430 +373%
MNBTD
288
Moody National Bank Trust Division
Texas
$7.29M -$19.9K -444 -0.3%
CTC
289
Central Trust Company
Missouri
$7.29M -$59.5K -1,328 -0.9%
AC
290
Alley Company
Illinois
$7.27M +$137K +3,067 +2%
Millennium Management
291
Millennium Management
New York
$7.26M -$80.6M -1,798,360 -93%
Capstone Investment Advisors
292
Capstone Investment Advisors
New York
$7.26M -$1.76M -39,349 -22%
HT
293
HighTower Trust
Texas
$7.18M -$161K -3,593 -2%
GAM
294
Gotham Asset Management
New York
$7.16M -$3.59M -80,114 -36%
CI Investments Inc
295
CI Investments Inc
Ontario, Canada
$7.14M -$2.32M -51,668 -27%
RFC
296
Regions Financial Corp
Alabama
$7.14M -$115K -2,569 -2%
WT
297
Whittier Trust
California
$7.1M +$345K +7,701 +6%
Cetera Investment Advisers
298
Cetera Investment Advisers
Illinois
$7.03M -$91.9K -2,050 -1%
ANI
299
American National Insurance
Texas
$6.92M -$4.71K -105 -0.1%
HNB
300
Huntington National Bank
Ohio
$6.87M -$313K -6,991 -5%

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.