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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
QIM
551
Quantitative Investment Management
Virginia
$2.14M +$1.88M +41,918 New
MIC
552
Means Investment Company
Maine
$2.14M -$78.5K -1,752 -4%
KCPG
553
Kavar Capital Partners Group
Kansas
$2.12M -$142K -3,179 -7%
YWP
554
YorkBridge Wealth Partners
New York
$2.12M +$1.54M +34,419 +491%
FAM
555
Fred Alger Management
New York
$2.12M
FA
556
FMA Advisory
Pennsylvania
$2.11M -$44.8K -1,000 -2%
FL
557
Fort LP
Maryland
$2.11M +$123K +2,743 +7%
VC
558
Veracity Capital
Georgia
$2.1M -$5.11K -114 -0.3%
VCA
559
Verdence Capital Advisors
Maryland
$2.09M +$72K +1,606 +4%
FFA
560
Founders Financial Alliance
North Carolina
$2.08M +$63.9K +1,427 +4%
AIM
561
Aigen Investment Management
New York
$2.08M +$1.82M +40,604 New
IEFM
562
IQ EQ Fund Management
Ireland
$2.08M +$81.7K +1,824 +5%
BP
563
BBR Partners
New York
$2.06M +$77.2K +1,722 +4%
IAMOG
564
Investors Asset Management of Georgia
Georgia
$2.06M -$11.2K -250 -0.6%
SVWAG
565
Sound View Wealth Advisors Group
Georgia
$2.06M -$23.1K -515 -1%
Acadian Asset Management
566
Acadian Asset Management
Massachusetts
$2.04M -$206K -4,603 -10%
AC
567
Allstate Corporation
Illinois
$2.04M +$167K +3,738 +10%
SLI
568
Sumitomo Life Insurance
Japan
$2.03M -$163K -3,639 -8%
SIM
569
Sentry Investment Management
Wisconsin
$2.03M -$8.66M -193,229 -83%
LS
570
Leelyn Smith
Illinois
$2.02M +$123K +2,746 +7%
HWM
571
Hohimer Wealth Management
Washington
$2M -$119K -2,645 -6%
DA
572
Doliver Advisors
Texas
$1.99M +$42.4K +946 +2%
CCM
573
Covington Capital Management
California
$1.99M -$44.5K -992 -2%
LDB
574
Lee, Danner & Bass
Tennessee
$1.98M -$16.6K -371 -0.9%
Fisher Asset Management
575
Fisher Asset Management
Washington
$1.97M -$314K -7,018 -15%

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.