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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
WIS
401
Wright Investors Service
Connecticut
$3.74M -$14.4K -321 -0.4%
PCM
402
Poehling Capital Management
Wisconsin
$3.72M +$4.75K +106 +0.1%
MHC
403
Meyer Handelman Company
New York
$3.72M
GT
404
Glenview Trust
Kentucky
$3.67M -$32.9K -734 -1%
WPC
405
Waters Parkerson & Co
Louisiana
$3.63M +$49.7K +1,110 +2%
CIC
406
Cornercap Investment Counsel
Georgia
$3.63M -$325K -7,264 -9%
CAM
407
Cresset Asset Management
Illinois
$3.6M +$379K +8,456 +14%
SBIA
408
Sheaff Brock Investment Advisors
Indiana
$3.59M -$33.1K -738 -1%
CBTWT
409
Community Bank & Trust (Waco, Texas)
Texas
$3.55M +$18K +402 +0.6%
APA
410
American Portfolios Advisors
New York
$3.5M +$36.1K +806 +1%
CAM
411
Concorde Asset Management
Michigan
$3.49M +$2.55M +56,837 +497%
SWM
412
SeaCrest Wealth Management
New York
$3.49M +$454K +10,134 +17%
KL
413
KWMG LLC
Kansas
$3.47M +$197K +4,386 +7%
AL
414
Arnhold LLC
New York
$3.46M
EI
415
EDMP Inc
Florida
$3.45M +$3.02M +67,501 New
HTC
416
Haverford Trust Company
Pennsylvania
$3.45M -$490K -10,938 -14%
CI
417
Cigna Investments
Connecticut
$3.43M +$94.3K +2,105 +3%
DAM
418
Deltec Asset Management
New York
$3.43M +$426K +9,500 +17%
WG
419
Winton Group
United Kingdom
$3.41M +$2.99M +66,692 New
Kayne Anderson Rudnick Investment Management
420
Kayne Anderson Rudnick Investment Management
California
$3.39M +$378K +8,445 +15%
SA
421
Shilanski & Associates
Alaska
$3.39M +$24.1K +537 +0.8%
AF
422
Ally Financial
Michigan
$3.38M -$8.69M -194,000 -75%
AIA
423
Affinity Investment Advisors
California
$3.37M +$8.83K +197 +0.3%
TYCC
424
Texas Yale Capital Corp
Florida
$3.36M -$245K -5,464 -8%
HCM
425
Hollencrest Capital Management
California
$3.35M +$60.4K +1,349 +2%

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.