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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
SC
426
Scotia Capital
Ontario, Canada
$3.34M +$469K +10,458 +19%
RJT
427
Raymond James Trust
Florida
$3.34M +$88.3K +1,971 +3%
TTWM
428
TCV Trust & Wealth Management
Virginia
$3.33M -$52.1K -1,163 -2%
DZ Bank
429
DZ Bank
Germany
$3.31M +$1.01M +22,598 +54%
SWM
430
Spire Wealth Management
Virginia
$3.31M +$2.9M +64,672 New
PA
431
Pinnacle Associates
New York
$3.3M -$65.6K -1,463 -2%
B
432
BP
United Kingdom
$3.26M -$453K -10,112 -14%
WPA
433
Winning Points Advisors
Florida
$3.25M +$41.5K +927 +1%
WAS
434
Wealth Advisory Solutions
Indiana
$3.25M +$2.85M +63,636 New
IRF
435
IBM Retirement Fund
New York
$3.24M -$253K -5,636 -8%
WTC
436
WhitTier Trust Company
Nevada
$3.23M +$21.2K +474 +0.8%
HI
437
HBK Investments
Texas
$3.23M +$2.83M +63,208 New
HAIM
438
Hunter Associates Investment Management
Pennsylvania
$3.21M +$619K +13,816 +28%
MYAM
439
Meiji Yasuda Asset Management
Japan
$3.19M +$1.58M +35,230 +130%
TA
440
Townsend & Associates
Colorado
$3.18M +$184K +4,096 +7%
WSFS
441
Wilmington Savings Fund Society
Delaware
$3.17M -$403K -8,993 -13%
NAM
442
NorthCoast Asset Management
Connecticut
$3.15M -$1.36M -30,273 -33%
FFN
443
Focus Financial Network
Minnesota
$3.15M +$2M +44,704 +283%
EH
444
Equitable Holdings
New York
$3.13M -$249K -5,550 -8%
Bessemer Group
445
Bessemer Group
New Jersey
$3.11M +$91.3K +2,037 +3%
HAG
446
HighPoint Advisor Group
Illinois
$3.11M +$33.6K +749 +1%
OA
447
Oxbow Advisors
Texas
$3.09M -$26.4K -590 -1%
HFS
448
Hantz Financial Services
Michigan
$3.08M +$52.7K +1,175 +2%
VFP
449
Verus Financial Partners
Virginia
$3.08M -$91.6K -2,045 -3%
PS
450
Pensionfund Sabic
Netherlands
$3.07M +$2.69M +60,000 New

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.