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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
JWBC
601
J.W. Burns & Co
New York
$1.81M -$15.7K -350 -1%
CHAM
602
Clear Harbor Asset Management
Connecticut
$1.8M +$1.58M +35,155 New
CIS
603
Capital International Sarl
California
$1.79M -$19.4K -434 -1%
TW
604
TrinityPoint Wealth
Connecticut
$1.78M -$28.5K -636 -2%
SSB
605
Sandy Spring Bank
Maryland
$1.77M -$358K -7,988 -19%
VI
606
Vestcor Inc
New Brunswick, Canada
$1.77M -$36.3K -811 -2%
CP
607
Cumberland Partners
Ontario, Canada
$1.77M -$30.2K -675 -2%
BC
608
Burleson & Co
California
$1.77M +$8.56K +191 +0.6%
EFS
609
Essex Financial Services
Connecticut
$1.74M +$243K +5,434 +19%
SYBT
610
Stock Yards Bank & Trust
Kentucky
$1.74M +$140K +3,127 +10%
ACP
611
Aviance Capital Partners
Florida
$1.73M -$20.2K -451 -1%
CII
612
Capital International Inc
California
$1.73M +$473K +10,563 +45%
FB
613
Fulton Bank
Pennsylvania
$1.73M -$6.27K -140 -0.4%
MHS
614
M Holdings Securities
Oregon
$1.72M +$682K +15,226 +83%
HI
615
Human Investing
Oregon
$1.72M -$87K -1,942 -5%
SC
616
SRB Corp
Massachusetts
$1.72M +$1.51M +33,589 New
BSW
617
Buckingham Strategic Wealth
Missouri
$1.71M -$143K -3,189 -9%
HH
618
Hilltop Holdings
Texas
$1.71M -$439K -9,794 -23%
TPA
619
Trivium Point Advisory
Connecticut
$1.7M +$9.23K +206 +0.6%
KMWM
620
Keudell/Morrison Wealth Management
Oregon
$1.69M -$126K -2,822 -8%
TC
621
Telemus Capital
Michigan
$1.67M -$14.3K -319 -1%
TCPWM
622
Traverso Chambers Private Wealth Management
California
$1.66M
KFC
623
Klingenstein Fields & Co
New York
$1.66M -$74.5K -1,663 -5%
WAM
624
World Asset Management
Michigan
$1.65M -$129K -2,889 -8%
VFA
625
Valeo Financial Advisors
Indiana
$1.64M +$132K +2,951 +10%

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.