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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
KL
426
KWMG LLC
Kansas
$3.27M +$130K +2,655 +4%
EI
427
EDMP Inc
Florida
$3.23M +$12.3K +250 +0.4%
AL
428
Arnhold LLC
New York
$3.23M
HCM
429
Hollencrest Capital Management
California
$3.18M +$53.4K +1,087 +2%
ABC
430
Associated Banc-Corp
Wisconsin
$3.17M -$210K -4,284 -6%
EH
431
Equitable Holdings
New York
$3.16M +$248K +5,045 +8%
Vontobel Holding
432
Vontobel Holding
Switzerland
$3.15M +$1.09M +22,206 +49%
SWM
433
SeaCrest Wealth Management
New York
$3.15M -$110K -2,238 -3%
AF
434
Ally Financial
Michigan
$3.15M
WIS
435
Wright Investors Service
Connecticut
$3.13M -$366K -7,440 -10%
TYCC
436
Texas Yale Capital Corp
Florida
$3.13M -$2.46K -50 -0.1%
FAM
437
Formidable Asset Management
Ohio
$3.1M +$976K +19,870 +43%
BPA
438
Beacon Pointe Advisors
California
$3.1M +$2.67M +54,256 +509%
PCC
439
Park Circle Company
Maryland
$3.09M +$614K +12,500 +24%
HFS
440
Hantz Financial Services
Michigan
$3.08M +$208K +4,238 +7%
PA
441
Pinnacle Associates
New York
$3.07M -$10.3K -209 -0.3%
HTC
442
Haverford Trust Company
Pennsylvania
$3.05M -$172K -3,500 -5%
OA
443
Oxbow Advisors
Texas
$3.05M +$178K +3,622 +6%
WSFS
444
Wilmington Savings Fund Society
Delaware
$3.04M +$96K +1,953 +3%
TTWM
445
TCV Trust & Wealth Management
Virginia
$3.04M
AAS
446
Avantax Advisory Services
Texas
$3.02M +$299K +6,090 +11%
RIA
447
Regal Investment Advisors
Michigan
$3.02M +$3.11M +63,310 New
WI
448
WBI Investments
New Jersey
$3.01M +$2.8M +57,008 +926%
MPM
449
Meritage Portfolio Management
Kansas
$2.99M +$964K +19,628 +45%
CAM
450
Cresset Asset Management
Illinois
$2.99M -$381K -7,759 -11%

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.