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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
SSB
601
Sandy Spring Bank
Maryland
$1.64M -$17.1K -349 -1%
LSA
602
Leonteq Securities AG
Switzerland
$1.63M +$463K +9,430 +38%
GRP
603
Global Retirement Partners
California
$1.62M +$108K +2,192 +7%
VFA
604
Valeo Financial Advisors
Indiana
$1.6M +$73.2K +1,489 +5%
SFI
605
Siemens Fonds Invest
Germany
$1.59M -$251K -5,103 -13%
FB
606
Fulton Bank
Pennsylvania
$1.59M -$19.7K -400 -1%
SBL
607
Sargent Bickham Lagudis
Colorado
$1.59M +$1.5M +30,436 +1,047%
LCP
608
Legacy Capital Partners
Wisconsin
$1.59M +$114K +2,326 +8%
ZCM
609
Ziegler Capital Management
Illinois
$1.58M -$121K -2,472 -7%
BAM
610
Belpointe Asset Management
Nevada
$1.57M +$209K +4,264 +15%
TRCT
611
Tower Research Capital (TRC)
New York
$1.57M -$5.86M -119,192 -78%
WAM
612
World Asset Management
Michigan
$1.57M -$81.3K -1,655 -5%
JWBC
613
J.W. Burns & Co
New York
$1.56M -$133K -2,707 -8%
TCPWM
614
Traverso Chambers Private Wealth Management
California
$1.56M +$12.3K +250 +0.8%
NHC
615
Nicholas Hoffman & Company
Georgia
$1.56M +$68.5K +1,394 +4%
SGCA
616
Steel Grove Capital Advisors
Tennessee
$1.55M +$77.4K +1,575 +5%
CII
617
Capital International Inc
California
$1.55M -$65.5K -1,334 -4%
FAM
618
Fred Alger Management
New York
$1.55M -$440K -8,949 -22%
WB
619
WesBanco Bank
West Virginia
$1.54M -$164K -3,338 -9%
IMRF
620
Illinois Municipal Retirement Fund
Illinois
$1.53M +$724K +14,728 +85%
PAMG
621
Patton Albertson Miller Group
Tennessee
$1.53M +$18.5K +377 +1%
SM
622
Sciencast Management
New Jersey
$1.53M +$1.59M +32,297 New
IWM
623
IHT Wealth Management
Illinois
$1.52M +$105K +2,133 +7%
SSG
624
Summit Securities Group
New York
$1.52M -$16.3M -332,452 -91%
TPA
625
Trivium Point Advisory
Connecticut
$1.52M -$69.3K -1,410 -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.