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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
N
26
Nuveen
North Carolina
$347M -$93.8M -2,094,351 -24%
Wells Fargo
27
Wells Fargo
California
$330M -$52.8M -1,179,179 -15%
LCOV
28
London Company of Virginia
Virginia
$325M +$27.9M +623,010 +11%
UBS AM
29
UBS AM
Illinois
$287M +$4.16M +92,733 +2%
Deutsche Bank
30
Deutsche Bank
Germany
$278M +$13.9M +311,154 +6%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$277M -$17.9M -400,517 -7%
Goldman Sachs
32
Goldman Sachs
New York
$264M +$45.6M +1,016,982 +25%
Citadel Advisors
33
Citadel Advisors
Florida
$262M +$219M +4,888,801 +2,181%
Prudential Financial
34
Prudential Financial
New Jersey
$235M -$17.9M -399,517 -8%
UBS Group
35
UBS Group
Switzerland
$232M -$10.2M -228,215 -5%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$207M -$37.9M -845,893 -17%
Fidelity International
37
Fidelity International
Bermuda
$196M -$61.4M -1,370,869 -26%
LSV Asset Management
38
LSV Asset Management
Illinois
$189M -$38.1M -850,456 -19%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$182M -$3.97M -88,600 -2%
EIP
40
Epoch Investment Partners
New York
$170M -$48.7M -1,087,635 -25%
VanEck Associates
41
VanEck Associates
New York
$157M +$24.6M +548,435 +22%
Harris Associates
42
Harris Associates
Illinois
$157M +$137M +3,062,215 New
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$155M -$62M -1,383,083 -31%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$154M -$10.3M -230,016 -7%
Barclays
45
Barclays
United Kingdom
$152M -$12.7M -284,028 -9%
Renaissance Technologies
46
Renaissance Technologies
New York
$151M -$281M -6,270,581 -68%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$143M -$8.09M -180,648 -6%
CP
48
Coho Partners
Pennsylvania
$142M +$3.03M +67,670 +2%
AllianceBernstein
49
AllianceBernstein
Tennessee
$140M -$2.76M -61,564 -2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$140M -$4.11M -91,816 -3%

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.