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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
CCP
526
Corient Capital Partners
California
$2.18M +$114K +2,321 +5%
CLOS
527
Compagnie Lombard Odier SCmA
Switzerland
$2.18M
NB
528
NBT Bank
New York
$2.18M -$67.1K -1,365 -3%
Cerity Partners
529
Cerity Partners
New York
$2.17M -$131K -2,665 -6%
EAMA
530
EFG Asset Management (Americas)
Florida
$2.15M +$68.3K +1,390 +3%
WS
531
Wedbush Securities
California
$2.15M -$125K -2,536 -5%
TCM
532
Tufton Capital Management
Maryland
$2.14M -$25.8K -525 -1%
AIA
533
Affinity Investment Advisors
California
$2.11M -$1.06M -21,484 -33%
JWCA
534
J.W. Cole Advisors
Florida
$2.11M -$110K -2,240 -5%
BPM
535
Bowling Portfolio Management
Ohio
$2.11M +$2.17M +44,241 New
FFN
536
Focus Financial Network
Minnesota
$2.1M -$847K -17,233 -28%
LWAC
537
Laurel Wealth Advisors (California)
California
$2.09M -$16.3K -331 -0.7%
MHS
538
M Holdings Securities
Oregon
$2.08M +$495K +10,075 +30%
TCOV
539
Trust Company of Vermont
Vermont
$2.08M -$1.77K -36 -0.1%
FFA
540
Founders Financial Alliance
North Carolina
$2.07M +$125K +2,541 +6%
B
541
BP
United Kingdom
$2.06M -$1M -20,443 -32%
RIG
542
Roosevelt Investment Group
New York
$2.05M
FNBT
543
FineMark National Bank & Trust
Florida
$2.05M +$23.2K +472 +1%
EIG
544
Ellenbecker Investment Group
Wisconsin
$2.04M -$28.1K -571 -1%
RIM
545
Redpoint Investment Management
Australia
$2.03M
HKAM
546
Horizon Kinetics Asset Management
New York
$2.01M -$67.2K -1,368 -3%
CT
547
Caldwell Trust
Florida
$2M -$116K -2,356 -5%
B
548
Brightworth
Georgia
$2M +$550K +11,191 +36%
DA
549
Doliver Advisors
Texas
$1.98M +$131K +2,661 +7%
FA
550
FMA Advisory
Pennsylvania
$1.98M +$8.74K +178 +0.4%

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.