We are live on ! Find out more
MO icon

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
BRWA
326
B. Riley Wealth Advisors
Florida
$5.6M +$1.68M +37,426 +51%
CBT
327
Capital Bank & Trust
California
$5.54M +$710K +15,835 +17%
MBTD
328
Mechanics Bank - Trust Department
California
$5.51M -$190K -4,230 -4%
TPCW
329
TD Private Client Wealth
New York
$5.5M +$413K +9,226 +9%
KRS
330
Kentucky Retirement Systems
Kentucky
$5.49M -$380K -8,483 -7%
AB
331
Amalgamated Bank
New York
$5.41M -$201K -4,487 -4%
HCM
332
Hutner Capital Management
Vermont
$5.39M +$179K +3,991 +4%
SCP
333
Seizert Capital Partners
Michigan
$5.36M -$123K -2,742 -3%
HAI
334
Hennessy Advisors Inc
California
$5.35M +$202K +4,500 +5%
KPWS
335
Kestra Private Wealth Services
Texas
$5.33M -$330K -7,374 -7%
M
336
MOTCO
Texas
$5.32M +$384K +8,560 +9%
SPIA
337
Steward Partners Investment Advisory
New York
$5.25M +$1.46M +32,571 +47%
SFO
338
Stokes Family Office
Louisiana
$5.24M +$223K +4,973 +5%
MIA
339
MainStreet Investment Advisors
Illinois
$5.21M -$32K -714 -0.7%
CAN
340
Cetera Advisor Networks
California
$5.2M +$332K +7,414 +8%
IPAM
341
ICICI Prudential Asset Management
India
$5.16M +$475K +10,600 +12%
OMC
342
Old Mission Capital
Illinois
$5.15M +$4.51M +100,600 New
HWA
343
Heritage Wealth Advisors
Virginia
$5.14M -$465K -10,386 -9%
ISL
344
Ingalls & Snyder LLC
New York
$5.13M +$3.73M +83,190 +487%
AII
345
AGF Investments Inc
Ontario, Canada
$5.12M +$4.49M +100,090 New
AAM
346
AR Asset Management
California
$5.07M
LP
347
LMR Partners
United Kingdom
$5.04M +$2.14M +47,685 +94%
KWM
348
Kingsview Wealth Management
Oregon
$5.04M +$2.01M +44,853 +83%
LCM
349
LVM Capital Management
Michigan
$5.03M -$154K -3,436 -3%
WFMPM
350
Woodley Farra Manion Portfolio Management
Indiana
$4.86M +$2.17M +48,344 +104%

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.