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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
DIA
401
Dean Investment Associates
Ohio
$3.6M +$102K +2,079 +3%
CNBTD
402
Citizens National Bank Trust Department
Mississippi
$3.55M -$42.8K -872 -1%
RC
403
RegentAtlantic Capital
New Jersey
$3.54M +$716K +14,580 +24%
MA
404
MUFG Americas
New York
$3.54M -$123K -2,510 -3%
GT
405
Glenview Trust
Kentucky
$3.52M +$98.2K +1,999 +3%
MW
406
Marcum Wealth
Ohio
$3.5M -$128K -2,614 -3%
FIM
407
Fernwood Investment Management
Massachusetts
$3.49M -$17.4K -355 -0.5%
SC
408
Sepio Capital
Utah
$3.48M -$175K -3,567 -5%
MHC
409
Meyer Handelman Company
New York
$3.46M
MA
410
Mutual Advisors
Nebraska
$3.46M -$202K -4,104 -5%
AAS
411
Annex Advisory Services
Wisconsin
$3.42M -$1.08M -22,056 -24%
SBIA
412
Sheaff Brock Investment Advisors
Indiana
$3.41M +$58.8K +1,196 +2%
LCM
413
Laurion Capital Management
New York
$3.38M +$3.49M +70,939 New
APA
414
American Portfolios Advisors
New York
$3.38M +$119K +2,429 +4%
PCM
415
Poehling Capital Management
Wisconsin
$3.38M -$94.9K -1,932 -3%
DZ Bank
416
DZ Bank
Germany
$3.37M +$293K +5,959 +9%
WPC
417
Waters Parkerson & Co
Louisiana
$3.36M -$24.1K -490 -0.7%
BBVA
418
Banco Bilbao Vizcaya Argentaria
Spain
$3.34M -$198K -4,025 -5%
Kayne Anderson Rudnick Investment Management
419
Kayne Anderson Rudnick Investment Management
California
$3.34M +$186K +3,779 +6%
CIC
420
Cornercap Investment Counsel
Georgia
$3.33M -$54.4K -1,108 -2%
PP
421
Prudential plc
United Kingdom
$3.32M -$11.6M -236,699 -77%
SA
422
Shilanski & Associates
Alaska
$3.31M +$131K +2,670 +4%
CBTWT
423
Community Bank & Trust (Waco, Texas)
Texas
$3.29M -$14.5K -295 -0.4%
RJT
424
Raymond James Trust
Florida
$3.29M +$178K +3,622 +6%
SC
425
Scotia Capital
Ontario, Canada
$3.28M +$175K +3,572 +5%

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.