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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
ELC
476
Edgar Lomax Company
Virginia
$2.7M -$46.2K -940 -2%
PHS
477
Pekin Hardy Strauss
Illinois
$2.68M +$232K +4,715 +9%
FDCDDQ
478
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.68M +$260K +5,285 +10%
S
479
Seeyond
France
$2.64M +$12.2K +248 +0.5%
SWP
480
Stratos Wealth Partners
Ohio
$2.63M +$123K +2,511 +5%
AP
481
Advisor Partners
California
$2.62M +$136K +2,769 +5%
DIA
482
Dana Investment Advisors
Wisconsin
$2.61M +$117K +2,386 +5%
PSUF
483
People's United Financial
Connecticut
$2.6M +$161K +3,268 +6%
NA
484
NewEdge Advisors
Louisiana
$2.6M +$54.2K +1,103 +2%
PP
485
Paloma Partners
Connecticut
$2.57M +$1.56M +31,744 +144%
HH
486
Hilltop Holdings
Texas
$2.56M +$994K +20,232 +61%
MAFM
487
Mid Atlantic Financial Management
Pennsylvania
$2.55M +$93K +1,892 +4%
CWG
488
Cornerstone Wealth Group
North Carolina
$2.54M +$131K +2,673 +5%
CGH
489
CMG Global Holdings
Texas
$2.54M +$207K +4,203 +9%
PFS
490
Prospera Financial Services
Texas
$2.52M +$51.8K +1,054 +2%
HPC
491
HM Payson & Co
Maine
$2.5M -$99.2K -2,020 -4%
IRF
492
IBM Retirement Fund
New York
$2.49M -$550K -11,203 -18%
CCG
493
Cypress Capital Group
Florida
$2.48M -$122K -2,493 -5%
CIS
494
Capital International Sarl
California
$2.48M +$843K +17,168 +49%
SHA
495
Seneca House Advisors
Virginia
$2.48M +$445K +9,060 +21%
QC
496
Quantedge Capital
Singapore
$2.48M +$2.55M +52,000 New
MSAM
497
Moloney Securities Asset Management
Missouri
$2.48M +$62.8K +1,278 +3%
RC
498
Roundview Capital
New Jersey
$2.48M +$443K +9,021 +21%
CK
499
Cohen Klingenstein
New York
$2.46M
TCM
500
Teza Capital Management
Illinois
$2.45M +$2.21M +44,954 +693%

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.