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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
F
376
F3Logic
Minnesota
$4.08M +$1.36M +27,694 +48%
CSS
377
Cubist Systematic Strategies
Connecticut
$4.06M +$2.07M +42,035 +97%
DCM
378
Dupont Capital Management
Delaware
$4.04M +$2.82M +57,453 +211%
PAS
379
Park Avenue Securities
New York
$4.02M +$201K +4,095 +5%
CEI
380
Clark Estates Inc
New York
$4M -$8.6M -175,000 -68%
GG
381
Gofen & Glossberg
Illinois
$3.99M -$133K -2,707 -3%
HI
382
Harbour Investments
Wisconsin
$3.98M -$26.6K -542 -0.6%
PDN
383
Pensionfund DSM Netherlands
Netherlands
$3.96M -$393K -8,000 -9%
CCM
384
Canal Capital Management
Virginia
$3.94M +$130K +2,647 +3%
BL
385
BCWM LLC
Kansas
$3.92M +$74.8K +1,523 +2%
CWP
386
CFM Wealth Partners
Texas
$3.92M +$9.53K +194 +0.2%
VFG
387
V2 Financial group
Illinois
$3.83M -$184K -3,743 -4%
LBC
388
Lowe Brockenbrough & Co
Virginia
$3.82M -$23.4K -477 -0.6%
VVP
389
Venture Visionary Partners
Ohio
$3.79M +$40.1K +816 +1%
EIA
390
Eastover Investment Advisors
North Carolina
$3.78M +$194K +3,943 +5%
MCM
391
Murphy Capital Management
New Jersey
$3.76M -$71K -1,446 -2%
HT
392
Heritage Trust
Oklahoma
$3.76M -$119K -2,416 -3%
SIC
393
Salem Investment Counselors
North Carolina
$3.73M +$1.4M +28,405 +57%
NAM
394
NorthCoast Asset Management
Connecticut
$3.7M +$784K +15,953 +26%
PG
395
Pendal Group
Australia
$3.69M +$3.8M +77,441 New
CAM
396
Close Asset Management
United Kingdom
$3.68M -$116K -2,352 -3%
SPIA
397
Steward Partners Investment Advisory
New York
$3.68M -$1.25M -25,408 -25%
TCA
398
Transcend Capital Advisors
New Jersey
$3.65M -$392K -7,983 -9%
LA
399
LVW Advisors
New York
$3.63M +$71.3K +1,452 +2%
BCFS
400
Butensky & Cohen Financial Security
Florida
$3.61M +$58.1K +1,183 +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.