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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
BCM
501
Brookstone Capital Management
Illinois
$2.45M +$1.35M +27,460 +110%
APF
502
Alaska Permanent Fund
Alaska
$2.43M -$162K -3,300 -6%
OAM
503
Optimal Asset Management
California
$2.43M +$98 +2 +0%
HSA
504
HBK Sorce Advisory
Pennsylvania
$2.4M -$94.5K -1,924 -4%
XSC
505
X-Square Capital
Puerto Rico
$2.38M +$277K +5,641 +13%
CL
506
Choreo LLC
Illinois
$2.38M -$19.4K -395 -0.8%
KC
507
Kinloch Capital
Virginia
$2.37M +$40K +815 +2%
QP
508
Quilter Plc
United Kingdom
$2.37M -$55.6K -1,131 -2%
WI
509
Wintrust Investments
Illinois
$2.37M -$7.67K -156 -0.3%
TPCW
510
TD Private Client Wealth
New York
$2.35M -$2.86M -58,247 -54%
CIP
511
Convergence Investment Partners
Florida
$2.35M +$11.3K +230 +0.5%
SC
512
SouthState Corp
Florida
$2.33M +$947K +19,268 +65%
BAMF
513
BI Asset Management Fondsmaeglerselskab
Denmark
$2.33M +$611K +12,427 +34%
SCM
514
Spreng Capital Management
Ohio
$2.32M +$80.2K +1,632 +3%
AF
515
Allworth Financial
California
$2.3M +$1.61M +32,758 +211%
NSAM
516
North Star Asset Management
Wisconsin
$2.3M +$135K +2,738 +6%
KRSITF
517
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.3M -$36.6K -744 -2%
FWM
518
Frontier Wealth Management
Missouri
$2.29M +$1.48M +30,041 +167%
V
519
Veritable
Delaware
$2.27M +$38.6K +785 +2%
HFM
520
Hartford Financial Management
Connecticut
$2.24M
VCA
521
Verdence Capital Advisors
Maryland
$2.23M +$293K +5,955 +15%
IAA
522
Independent Advisor Alliance
North Carolina
$2.22M -$37K -754 -2%
HKIM
523
Hayek Kallen Investment Management
Alabama
$2.22M +$4.37K +89 +0.2%
DAS
524
Dynamic Advisor Solutions
Arizona
$2.2M +$204K +4,155 +10%
GIM
525
Greylin Investment Management
Virginia
$2.19M +$826K +16,814 +58%

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.