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Altria Group

1,746 hedge funds and large institutions have $52.2B invested in Altria Group in 2021 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 706 increasing their positions, 654 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $675M | Put options by funds: $563M

8% more repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 654

0.86% less ownership

Funds ownership: 60.2%59.34% (-0.86%)

5% less first-time investments, than exits

New positions opened: 120 | Existing positions closed: 126

1% less funds holding

Funds holding: 1,7701,746 (-24)

8% less capital invested

Capital invested by funds: $57.1B → $52.2B (-$4.84B)

39% less funds holding in top 10

Funds holding in top 10: 3119 (-12)

Holders
1,746
Holders Change
-24
Holders Change %
-1.36%
% of All Funds
30.39%
Holding in Top 10
19
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-38.71%
% of All Funds
0.33%
New
120
Increased
706
Reduced
654
Closed
126
Calls
$675M
Puts
$563M
Net Calls
+$112M
Net Calls Change
+$81.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ANI
301
American National Insurance
Texas
$6.44M -$9.58K -195 -0.1%
UCFA
302
United Capital Financial Advisors
Texas
$6.39M -$672K -13,680 -9%
MDCM
303
Morgan Dempsey Capital Management
Wisconsin
$6.3M -$80.6K -1,640 -1%
Cetera Investment Advisers
304
Cetera Investment Advisers
Illinois
$6.28M -$283K -5,766 -4%
QOP
305
Quinn Opportunity Partners
Virginia
$6.24M -$10.6M -216,399 -62%
RFC
306
Regions Financial Corp
Alabama
$6.14M -$530K -10,797 -8%
CWM
307
CIBC World Markets
New York
$6.13M -$36.2M -736,382 -85%
CSIC
308
Clifford Swan Investment Counsel
California
$6.05M -$173K -3,525 -3%
II
309
IFM Investors
Australia
$6.02M +$2.05M +41,654 +49%
EDRH
310
Edmond de Rothschild Holding
Switzerland
$5.98M
KIC
311
Keating Investment Counselors
Florida
$5.97M +$62.6K +1,275 +1%
BFS
312
Bard Financial Services
Connecticut
$5.96M +$137K +2,787 +2%
VNA
313
Valley National Advisers
Pennsylvania
$5.95M +$358K +7,282 +6%
CS
314
Cannell & Spears
New York
$5.91M +$5.48M +111,630 +908%
NMERB
315
New Mexico Educational Retirement Board
New Mexico
$5.91M +$314K +6,400 +5%
PP
316
Palladium Partners
Virginia
$5.85M -$192K -3,905 -3%
BCV
317
Banque Cantonale Vaudoise
Switzerland
$5.78M +$326K +6,629 +6%
SFS
318
Sowell Financial Services
Arkansas
$5.64M -$3.75M -76,368 -40%
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$5.64M -$19.2K -390 -0.3%
IPAM
320
ICICI Prudential Asset Management
India
$5.57M +$801K +16,301 +16%
GIM
321
Grassi Investment Management
California
$5.56M
ECM
322
ExodusPoint Capital Management
New York
$5.53M +$5.7M +115,931 New
JFGIW
323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.52M -$66K -1,343 -1%
LSERS
324
Louisiana State Employees Retirement System
Louisiana
$5.5M +$9.83K +200 +0.2%
KFP
325
Keystone Financial Planning
Ohio
$5.5M -$162K -3,298 -3%

MO Hedge Fund Activity: Q2 2021 in Review

1,746 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2021, worth a combined $52.2B — down 8.5% from $57.1B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of MO and 120 opened new positions — a net loss of 6 holders — while 654 trimmed existing stakes and 706 added.

The largest buyer was Capital World Investors, adding an estimated $164M. The largest seller was BlackRock, cutting an estimated $834M.

  • 1,746 institutional investors held Altria Group (MO) as of Q2 2021, down from 1,770 in Q1 2021.
  • Funds reported $52.2B of Altria Group stock for Q2 2021, down 8.5% quarter-over-quarter.
  • 120 funds opened new Altria Group positions in Q2 2021 and 126 closed out, a net change of -6 holders.
  • The largest Altria Group buyer in Q2 2021 was Capital World Investors, an estimated $164M added.
  • The largest Altria Group seller in Q2 2021 was BlackRock, an estimated $834M sold.

Based on aggregated 13F filings for Q2 2021.