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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
PAM
376
Panagora Asset Management
Massachusetts
$4.29M +$164K +3,655 +5%
BWL
377
Bogart Wealth LLC
Virginia
$4.29M +$1.17M +26,095 +45%
SCA
378
Sage Capital Advisors
South Dakota
$4.22M +$864K +19,287 +31%
CWP
379
CFM Wealth Partners
Texas
$4.19M +$193K +4,304 +6%
HT
380
Heritage Trust
Oklahoma
$4.16M +$132K +2,942 +4%
BL
381
BCWM LLC
Kansas
$4.13M +$214K +4,785 +6%
LBC
382
Lowe Brockenbrough & Co
Virginia
$4.12M -$52.5K -1,172 -1%
MCM
383
Murphy Capital Management
New Jersey
$4.11M -$280K -6,247 -7%
PAS
384
Park Avenue Securities
New York
$4.11M +$523K +11,678 +17%
CCM
385
Canal Capital Management
Virginia
$4.09M +$346K +7,726 +11%
CAM
386
Close Asset Management
United Kingdom
$4.07M +$145K +3,231 +4%
VVP
387
Venture Visionary Partners
Ohio
$4.03M +$856K +19,100 +32%
VFA
388
Voya Financial Advisors
Connecticut
$3.99M +$164K +3,666 +5%
IFAM
389
Institutional & Family Asset Management
Colorado
$3.94M -$626K -13,980 -15%
MA
390
MUFG Americas
New York
$3.92M +$49.3K +1,101 +1%
MA
391
Mutual Advisors
Nebraska
$3.92M +$410K +9,159 +14%
SC
392
Sepio Capital
Utah
$3.91M -$686K -15,299 -17%
MW
393
Marcum Wealth
Ohio
$3.88M +$261K +5,834 +8%
EIA
394
Eastover Investment Advisors
North Carolina
$3.86M -$215K -4,809 -6%
CNBTD
395
Citizens National Bank Trust Department
Mississippi
$3.85M
LA
396
LVW Advisors
New York
$3.82M +$353K +7,868 +12%
BCFS
397
Butensky & Cohen Financial Security
Florida
$3.81M +$210K +4,680 +7%
BBVA
398
Banco Bilbao Vizcaya Argentaria
Spain
$3.79M -$154K -3,441 -4%
FIM
399
Fernwood Investment Management
Massachusetts
$3.76M +$58.7K +1,310 +2%
DIA
400
Dean Investment Associates
Ohio
$3.76M +$378K +8,438 +13%

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.