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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
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$5.45M +$1.03M +20,910 +22%
PAM
327
Panagora Asset Management
Massachusetts
$5.37M +$1.41M +28,694 +34%
Wealthfront Advisers
328
Wealthfront Advisers
California
$5.32M -$81.2K -1,652 -1%
M
329
MOTCO
Texas
$5.31M +$361K +7,356 +7%
KWM
330
Kingsview Wealth Management
Oregon
$5.29M +$583K +11,862 +12%
BFG
331
Beacon Financial Group
Texas
$5.25M -$55.5K -1,129 -1%
KRS
332
Kentucky Retirement Systems
Kentucky
$5.14M +$19.3K +392 +0.4%
QIM
333
Quantitative Investment Management
Virginia
$5.14M +$3.24M +65,851 +157%
LC
334
Lavaca Capital
Texas
$5.12M +$983K +20,006 +23%
HR
335
Howe & Rusling
New York
$5.1M -$5.8M -118,012 -52%
HAI
336
Hennessy Advisors Inc
California
$4.98M
SFO
337
Stokes Family Office
Louisiana
$4.95M +$62.4K +1,271 +1%
CG
338
Cutler Group
California
$4.93M +$4.63M +94,194 +1,025%
WAM
339
Weiss Asset Management
Massachusetts
$4.93M +$5.08M +103,322 New
MIA
340
MainStreet Investment Advisors
Illinois
$4.92M +$66.4K +1,352 +1%
SAM
341
Silvercrest Asset Management
New York
$4.9M -$881K -17,923 -15%
LCM
342
LVM Capital Management
Michigan
$4.84M +$156K +3,167 +3%
ISL
343
Ingalls & Snyder LLC
New York
$4.81M +$32.1K +653 +0.7%
BRWA
344
B. Riley Wealth Advisors
Florida
$4.8M -$497K -10,112 -9%
HCM
345
Hutner Capital Management
Vermont
$4.78M -$248K -5,055 -5%
MBTD
346
Mechanics Bank - Trust Department
California
$4.76M -$385K -7,840 -7%
AWM
347
AE Wealth Management
Kansas
$4.76M +$343K +6,980 +8%
BWL
348
Bogart Wealth LLC
Virginia
$4.74M +$764K +15,552 +19%
AAM
349
AR Asset Management
California
$4.73M
ONB
350
Old National Bancorp
Indiana
$4.6M +$81K +1,648 +2%

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.