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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
APF
476
Alaska Permanent Fund
Alaska
$2.78M
PHK
477
Point72 Hong Kong
Hong Kong
$2.77M +$2.37M +52,791 +3,809%
Federated Hermes
478
Federated Hermes
Pennsylvania
$2.76M -$2M -44,636 -45%
ABC
479
Associated Banc-Corp
Wisconsin
$2.74M -$76.4K -1,705 -2%
NA
480
NewEdge Advisors
Louisiana
$2.73M -$1.24M -27,734 -34%
APP
481
Avantax Planning Partners
Iowa
$2.73M -$566K -12,626 -19%
SWP
482
Stratos Wealth Partners
Ohio
$2.7M -$304K -6,780 -11%
WANY
483
Wealthspire Advisors (New York)
New York
$2.69M +$837K +18,674 +55%
AP
484
Advisor Partners
California
$2.68M -$169K -3,763 -7%
HSA
485
HBK Sorce Advisory
Pennsylvania
$2.68M +$162K +3,614 +7%
DIA
486
Dana Investment Advisors
Wisconsin
$2.68M +$668K +14,914 +40%
PCC
487
Park Circle Company
Maryland
$2.67M
HI
488
Horizon Investments
North Carolina
$2.66M +$2.33M +52,066 New
PFS
489
Prospera Financial Services
Texas
$2.65M -$3.21M -71,606 -58%
CK
490
Cohen Klingenstein
New York
$2.64M
DILIC
491
Dai-ichi Life Insurance Company
Japan
$2.64M -$3.58M -80,000 -61%
PHS
492
Pekin Hardy Strauss
Illinois
$2.63M -$663K -14,798 -22%
MAFM
493
Mid Atlantic Financial Management
Pennsylvania
$2.63M +$97.8K +2,182 +4%
PSUF
494
People's United Financial
Connecticut
$2.63M -$43.9K -980 -2%
BMSSC
495
B. Metzler seel. Sohn & Co
Germany
$2.62M +$67.5K +1,506 +3%
OAM
496
Optimal Asset Management
California
$2.61M +$775K +17,302 +51%
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.6M +$49.2K +1,097 +2%
QP
498
Quilter Plc
United Kingdom
$2.6M -$44.4K -991 -2%
Allianz Asset Management
499
Allianz Asset Management
Germany
$2.6M -$641K -14,308 -22%
MSAM
500
Moloney Securities Asset Management
Missouri
$2.59M -$379K -8,461 -14%

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.