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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
FCH
301
Freestone Capital Holdings
Washington
$6.84M +$73.4K +1,638 +1%
MDCM
302
Morgan Dempsey Capital Management
Wisconsin
$6.84M +$1.26M +28,094 +27%
1IA
303
1834 Investment Advisors
Wisconsin
$6.8M -$437K -9,754 -7%
HWM
304
Holloway Wealth Management
Florida
$6.77M
CSIC
305
Clifford Swan Investment Counsel
California
$6.76M -$20.2K -450 -0.3%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$6.75M +$73.3K +1,635 +1%
Squarepoint
307
Squarepoint
New York
$6.67M +$3.66M +81,680 +168%
IG
308
ING Group
Netherlands
$6.59M +$246K +5,483 +4%
SCCM
309
Schafer Cullen Capital Management
New York
$6.53M -$69.3M -1,545,794 -92%
ASN
310
Advisory Services Network
Georgia
$6.51M +$2.05M +45,671 +56%
PP
311
Palladium Partners
Virginia
$6.47M -$33.7K -751 -0.6%
EDRH
312
Edmond de Rothschild Holding
Switzerland
$6.42M
KIC
313
Keating Investment Counselors
Florida
$6.34M +$4.73M +105,460 +571%
BFS
314
Bard Financial Services
Connecticut
$6.25M +$617K +13,769 +13%
Holocene Advisors
315
Holocene Advisors
New York
$6.21M +$746K +16,645 +16%
SAM
316
Silvercrest Asset Management
New York
$6.17M +$45 +1 +0%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$6.08M +$224K +5,010 +4%
KFP
318
Keystone Financial Planning
Ohio
$6.07M
NMERB
319
New Mexico Educational Retirement Board
New Mexico
$6.01M
VNA
320
Valley National Advisers
Pennsylvania
$6.01M +$3.29M +73,371 +167%
JFGIW
321
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.99M -$21.6K -481 -0.4%
GIM
322
Grassi Investment Management
California
$5.97M +$22.4K +500 +0.4%
LSERS
323
Louisiana State Employees Retirement System
Louisiana
$5.89M -$4.48K -100 -0.1%
BCV
324
Banque Cantonale Vaudoise
Switzerland
$5.87M -$80.7K -1,800 -2%
Wealthfront Advisers
325
Wealthfront Advisers
California
$5.79M +$961K +21,453 +23%

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.