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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
SMH
551
Sanders Morris Harris
Texas
$1.97M -$2.46M -50,000 -55%
SAM
552
Shell Asset Management
Netherlands
$1.97M -$910K -18,530 -31%
MIC
553
Means Investment Company
Maine
$1.97M -$28K -569 -1%
KFS
554
Kelly Financial Services
Massachusetts
$1.97M +$4.51M +91,762 +4,696%
IAMOG
555
Investors Asset Management of Georgia
Georgia
$1.96M +$34.4K +700 +2%
VPI
556
Value Partners Investments
Manitoba, Canada
$1.95M +$786K +16,000 +64%
YWP
557
YorkBridge Wealth Partners
New York
$1.94M -$41.1K -836 -2%
MSA
558
Marino Stram & Associates
Massachusetts
$1.94M +$601K +12,240 +43%
CP
559
Castleview Partners
Texas
$1.91M +$1.97M +40,015 New
HWM
560
Hohimer Wealth Management
Washington
$1.91M +$39.9K +813 +2%
LS
561
Leelyn Smith
Illinois
$1.91M +$23.1K +471 +1%
KCPG
562
Kavar Capital Partners Group
Kansas
$1.9M -$81.3K -1,655 -4%
FCI
563
Financial Counselors Inc
Kansas
$1.86M +$126K +2,567 +7%
BP
564
BBR Partners
New York
$1.86M -$66.5K -1,353 -3%
HIM
565
HawsGoodwin Investment Management
Tennessee
$1.85M -$501K -10,195 -21%
CCM
566
Covington Capital Management
California
$1.85M
LDB
567
Lee, Danner & Bass
Tennessee
$1.83M -$14.2K -288 -0.7%
HCMG
568
Howard Capital Management Group
California
$1.83M
SC
569
SRB Corp
Massachusetts
$1.83M +$238K +4,850 +14%
BAM
570
Berkshire Asset Management
Pennsylvania
$1.82M -$337K -6,866 -15%
TU
571
TDAM USA
Ontario, Canada
$1.82M -$7.38M -150,129 -80%
Fisher Asset Management
572
Fisher Asset Management
Washington
$1.82M -$14.2K -289 -0.8%
BG
573
Bollard Group
Massachusetts
$1.82M +$40.8K +830 +2%
TC
574
Truvestments Capital
Florida
$1.82M +$50K +1,018 +3%
Acadian Asset Management
575
Acadian Asset Management
Massachusetts
$1.81M -$95.1K -1,935 -5%

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.