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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
KWM
451
Kanen Wealth Management
Florida
$3.07M +$2.69M +60,000 New
HFA
452
Hoover Financial Advisors
Pennsylvania
$3.06M +$2.67M +59,627 +5,386%
SAM
453
Shell Asset Management
Netherlands
$3.06M -$1.47M -32,762 -35%
FA
454
FDx Advisors
Illinois
$3.06M +$419K +9,357 +19%
MFG
455
Merit Financial Group
Georgia
$3.06M +$78.4K +1,750 +3%
RC
456
RegentAtlantic Capital
New Jersey
$3.05M +$569K +12,687 +27%
LIA
457
LS Investment Advisors
Michigan
$3.04M -$365K -8,137 -12%
CS
458
Capital Square
Tennessee
$3.01M -$52.8K -1,179 -2%
F
459
F3Logic
Minnesota
$2.97M +$42.9K +957 +2%
JIC
460
Johnson Investment Counsel
Ohio
$2.96M +$101K +2,261 +4%
PGFC
461
Peapack-Gladstone Financial Corp
New Jersey
$2.95M +$1.52M +33,892 +143%
FPCM
462
Financial Partners Capital Management
New York
$2.95M
ELC
463
Edgar Lomax Company
Virginia
$2.95M
P
464
Pitcairn
Pennsylvania
$2.94M +$222K +4,945 +9%
AAS
465
Avantax Advisory Services
Texas
$2.93M +$346K +7,714 +16%
LNC
466
Lincoln National Corp
Pennsylvania
$2.92M +$479K +10,700 +23%
Barrow, Hanley, Mewhinney & Strauss
467
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.92M
WIA
468
Wealthstreet Investment Advisors
Texas
$2.89M +$4.48K +100 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
469
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.86M +$2.5M +55,900 New
FNT
470
First National Trust
Pennsylvania
$2.84M -$151K -3,380 -6%
PL
471
Parthenon LLC
Kentucky
$2.83M
Connor, Clark & Lunn Investment Management (CC&L)
472
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.83M +$1.6M +35,778 +184%
S
473
Seeyond
France
$2.82M -$398K -8,871 -14%
CCG
474
Cypress Capital Group
Florida
$2.79M -$120K -2,667 -5%
HPC
475
HM Payson & Co
Maine
$2.79M -$192K -4,281 -7%

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.