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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
FAM
526
Formidable Asset Management
Ohio
$2.34M -$50.9K -1,137 -2%
CLOS
527
Compagnie Lombard Odier SCmA
Switzerland
$2.34M +$176K +3,920 +9%
NSAM
528
North Star Asset Management
Wisconsin
$2.33M -$10.9K -244 -0.5%
TCM
529
Tufton Capital Management
Maryland
$2.33M +$53.3K +1,190 +3%
FFA
530
First Foundation Advisors
California
$2.32M +$1.12M +25,041 +123%
Vontobel Holding
531
Vontobel Holding
Switzerland
$2.31M -$557K -12,434 -22%
BAM
532
Berkshire Asset Management
Pennsylvania
$2.31M -$91.7K -2,047 -4%
XSC
533
X-Square Capital
Puerto Rico
$2.27M +$209K +4,670 +12%
LWAC
534
Laurel Wealth Advisors (California)
California
$2.26M +$131K +2,919 +7%
CT
535
Caldwell Trust
Florida
$2.26M -$87.5K -1,952 -4%
EAMA
536
EFG Asset Management (Americas)
Florida
$2.24M -$282K -6,300 -13%
HKAM
537
Horizon Kinetics Asset Management
New York
$2.23M -$45.3K -1,010 -2%
TCOV
538
Trust Company of Vermont
Vermont
$2.23M -$21.9K -489 -1%
FHC
539
First Heartland Consultants
Missouri
$2.23M +$320K +7,140 +20%
EIG
540
Ellenbecker Investment Group
Wisconsin
$2.22M -$2.29K -51 -0.1%
CCP
541
Corient Capital Partners
California
$2.22M +$602K +13,444 +45%
Man Group
542
Man Group
United Kingdom
$2.22M -$16.8M -373,864 -90%
MPM
543
Meritage Portfolio Management
Kansas
$2.21M -$59K -1,316 -3%
CSS
544
Cubist Systematic Strategies
Connecticut
$2.21M -$3.77M -84,234 -66%
RIG
545
Roosevelt Investment Group
New York
$2.2M -$18.4K -410 -0.9%
SHA
546
Seneca House Advisors
Virginia
$2.2M +$184K +4,115 +11%
RC
547
Roundview Capital
New Jersey
$2.19M +$1.92M +42,885 New
FNBT
548
FineMark National Bank & Trust
Florida
$2.17M -$52.5K -1,172 -3%
RIM
549
Redpoint Investment Management
Australia
$2.17M +$17.1K +381 +0.9%
DAS
550
Dynamic Advisor Solutions
Arizona
$2.15M +$37.8K +843 +2%

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.