We are live on ! Find out more
MO icon

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
IAN
626
Integrated Advisors Network
Texas
$1.52M +$84.9K +1,728 +6%
ARMT
627
Amica Retiree Medical Trust
Rhode Island
$1.51M
IAIM
628
International Assets Investment Management
Florida
$1.51M -$3.86M -78,494 -47%
KWM
629
Kanen Wealth Management
Florida
$1.51M -$1.39M -28,308 -47%
SYBT
630
Stock Yards Bank & Trust
Kentucky
$1.5M -$123K -2,498 -7%
DCM
631
Delta Capital Management
New Jersey
$1.5M -$13.3K -270 -0.8%
GJIC
632
Gamble Jones Investment Counsel
California
$1.5M -$216K -4,400 -12%
CFGS
633
Concourse Financial Group Securities
Alabama
$1.5M +$33.3K +678 +2%
FHC
634
First Heartland Consultants
Missouri
$1.5M -$596K -12,121 -28%
KMWM
635
Keudell/Morrison Wealth Management
Oregon
$1.49M -$78.6K -1,600 -5%
VI
636
Vestcor Inc
New Brunswick, Canada
$1.49M -$168K -3,416 -10%
RMSCM
637
R.M. Sincerbeaux Capital Management
New York
$1.48M
VIA
638
Vident Investment Advisory
Georgia
$1.48M +$206K +4,199 +16%
Luther King Capital Management (LKCM)
639
Luther King Capital Management (LKCM)
Texas
$1.47M +$644K +13,107 +74%
TC
640
Telemus Capital
Michigan
$1.47M -$82K -1,669 -5%
BT
641
Brandywine Trust
Delaware
$1.47M
MCM
642
MAI Capital Management
Ohio
$1.47M -$46.7K -950 -3%
OWA
643
Octavia Wealth Advisors
Ohio
$1.46M +$15.6K +317 +1%
AIC
644
Aurora Investment Counsel
Georgia
$1.46M -$6.04K -123 -0.4%
VAS
645
Valicenti Advisory Services
New York
$1.45M -$3.93K -80 -0.3%
WA
646
WP Advisors
California
$1.45M +$126K +2,565 +9%
LF
647
Lee Financial
Texas
$1.45M -$22.6K -459 -1%
Koshinski Asset Management
648
Koshinski Asset Management
Illinois
$1.44M -$305K -6,204 -17%
BSW
649
Buckingham Strategic Wealth
Missouri
$1.44M -$164K -3,343 -10%
MC
650
Moors & Cabot
Massachusetts
$1.43M -$3.64K -74 -0.2%

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.