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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
OWA
651
Octavia Wealth Advisors
Ohio
$1.55M -$26.3K -588 -2%
IAN
652
Integrated Advisors Network
Texas
$1.54M +$495K +11,052 +58%
MC
653
Moors & Cabot
Massachusetts
$1.54M +$112K +2,497 +9%
IWM
654
IHT Wealth Management
Illinois
$1.53M -$38.6K -861 -3%
HB
655
Homrich & Berg
Georgia
$1.52M +$32.5K +726 +3%
CWM
656
Cornerstone Wealth Management
Missouri
$1.51M -$35.9K -801 -3%
LFAS
657
Level Four Advisory Services
Texas
$1.51M +$32.8K +732 +3%
SC
658
SouthState Corp
Florida
$1.51M +$103K +2,293 +8%
RIL
659
Rothschild Investment LLC
Illinois
$1.5M -$203K -4,520 -13%
BAM
660
Belpointe Asset Management
Nevada
$1.5M -$851K -18,990 -39%
GIM
661
Greylin Investment Management
Virginia
$1.5M +$181K +4,030 +16%
AWA
662
Arkadios Wealth Advisors
Georgia
$1.49M +$1.14M +25,435 +695%
AUB
663
Atlantic Union Bankshares
Virginia
$1.48M -$103K -2,307 -7%
IWA
664
Intercontinental Wealth Advisors
Texas
$1.47M +$4.57K +102 +0.4%
SC
665
Stolper & Co
Oklahoma
$1.47M +$259K +5,783 +25%
FHA
666
Flagship Harbor Advisors
Massachusetts
$1.46M +$51.7K +1,154 +4%
GAM
667
Griffin Asset Management
New York
$1.46M +$230K +5,127 +22%
MFS
668
Mirabella Financial Services
United Kingdom
$1.46M +$1.28M +28,478 New
SW
669
SVB Wealth
Massachusetts
$1.46M -$104K -2,320 -8%
PA
670
Profund Advisors
Maryland
$1.45M +$39.9K +890 +3%
MSA
671
Marino Stram & Associates
Massachusetts
$1.45M +$94.7K +2,113 +8%
IA
672
IFP Advisors
Florida
$1.45M +$18.7K +418 +1%
THWM
673
Taylor Hoffman Wealth Management
Virginia
$1.44M -$1.17M -26,018 -48%
4WM
674
44 Wealth Management
Oregon
$1.44M +$7.84K +175 +0.6%
TCM
675
Traynor Capital Management
Pennsylvania
$1.43M +$33.4K +746 +3%

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.