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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
CL
501
Choreo LLC
Illinois
$2.57M -$806K -17,989 -26%
WI
502
Wintrust Investments
Illinois
$2.55M +$2.23M +49,852 New
SIC
503
Salem Investment Counselors
North Carolina
$2.54M -$73.8K -1,646 -3%
QSS
504
Quantitative Systematic Strategies
Florida
$2.52M +$2.21M +49,265 New
LIM
505
Longfellow Investment Management
Massachusetts
$2.52M -$326K -7,277 -13%
HIM
506
HawsGoodwin Investment Management
Tennessee
$2.51M +$137K +3,068 +7%
CIP
507
Convergence Investment Partners
Florida
$2.51M +$187K +4,178 +9%
KC
508
Kinloch Capital
Virginia
$2.5M +$5.92K +132 +0.3%
CGH
509
CMG Global Holdings
Texas
$2.5M +$2.19M +48,954 New
KRSITF
510
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.5M -$179K -3,992 -8%
N
511
Natixis
France
$2.48M -$73M -1,630,014 -97%
Cerity Partners
512
Cerity Partners
New York
$2.46M +$62.6K +1,396 +3%
CWG
513
Cornerstone Wealth Group
North Carolina
$2.45M +$1.63M +36,390 +240%
FCBT
514
First Citizens Bank & Trust
North Carolina
$2.44M +$1.62M +36,106 +311%
WS
515
Wedbush Securities
California
$2.44M +$190K +4,251 +10%
IAIM
516
International Assets Investment Management
Florida
$2.43M +$3.52M +78,586 +89%
IAA
517
Independent Advisor Alliance
North Carolina
$2.42M -$92.7K -2,068 -4%
SCM
518
Spreng Capital Management
Ohio
$2.41M +$22.1K +493 +1%
NB
519
NBT Bank
New York
$2.4M +$5.06K +113 +0.2%
HFM
520
Hartford Financial Management
Connecticut
$2.4M
V
521
Veritable
Delaware
$2.39M -$66.8K -1,490 -3%
JWCA
522
J.W. Cole Advisors
Florida
$2.38M -$14.4K -321 -0.7%
HKIM
523
Hayek Kallen Investment Management
Alabama
$2.38M +$30.5K +681 +1%
FF
524
Fluent Financial
Texas
$2.36M
CAC
525
Core Alternative Capital
Georgia
$2.35M -$2.83M -63,143 -58%

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.