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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
ONB
351
Old National Bancorp
Indiana
$4.85M +$356K +7,936 +9%
PFPT
352
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.8M -$459K -10,245 -10%
AAS
353
Annex Advisory Services
Wisconsin
$4.8M +$68K +1,517 +2%
BIM
354
Bridges Investment Management
Nebraska
$4.77M -$158K -3,535 -4%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$4.77M +$590K +13,177 +16%
AWM
356
AE Wealth Management
Kansas
$4.75M -$1.48M -33,063 -26%
SMH
357
Sanders Morris Harris
Texas
$4.69M
VWA
358
Visionary Wealth Advisors
Illinois
$4.68M +$227K +5,066 +6%
BFG
359
Beacon Financial Group
Texas
$4.67M
GWM
360
Geneos Wealth Management
Colorado
$4.66M -$806K -17,993 -16%
PDN
361
Pensionfund DSM Netherlands
Netherlands
$4.66M +$4.08M +91,000 New
CRC
362
Curi RMB Capital
Illinois
$4.53M +$1.31M +29,345 +50%
ARMC
363
American Research & Management Company
Massachusetts
$4.5M -$185K -4,137 -4%
LC
364
Lavaca Capital
Texas
$4.47M -$379K -8,465 -9%
BA
365
Baugh & Associates
Georgia
$4.44M -$4.03K -90 -0.1%
IF
366
Insight Folios
North Carolina
$4.43M +$83.6K +1,866 +2%
GG
367
Gofen & Glossberg
Illinois
$4.42M -$477K -10,636 -11%
BHWA
368
Beacon Harbor Wealth Advisors
Virginia
$4.41M +$373K +8,323 +11%
WLPWM
369
Walled Lake Planning & Wealth Management
Illinois
$4.41M +$72.5K +1,617 +2%
ERSOT
370
Employees Retirement System of Texas
Texas
$4.35M -$762K -17,000 -17%
SCA
371
Snowden Capital Advisors
New York
$4.34M +$95.7K +2,136 +3%
II
372
IFM Investors
Australia
$4.33M +$363K +8,091 +11%
TCA
373
Transcend Capital Advisors
New Jersey
$4.32M +$34.7K +775 +0.9%
HI
374
Harbour Investments
Wisconsin
$4.3M +$3.77M +84,092 New
VFG
375
V2 Financial group
Illinois
$4.3M +$2.95M +65,907 +363%

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.