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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
CWM
651
Cornerstone Wealth Management
Missouri
$1.43M +$16.6K +337 +1%
TI
652
Tidal Investments
Wisconsin
$1.42M +$191K +3,891 +15%
GAM
653
Griffin Asset Management
New York
$1.41M +$51.7K +1,053 +4%
LA
654
Lynch & Associates
Indiana
$1.41M -$86.5K -1,761 -6%
BFEC
655
Benjamin F. Edwards & Company
Missouri
$1.4M +$216K +4,400 +18%
BPB
656
Badgley, Phelps & Bell
Washington
$1.4M -$57.6K -1,172 -4%
LIM
657
Longfellow Investment Management
Massachusetts
$1.4M -$977K -19,882 -40%
IA
658
IFP Advisors
Florida
$1.39M +$45.3K +922 +3%
WT
659
Washington Trust
Rhode Island
$1.39M -$88.6K -1,804 -6%
MC
660
Maverick Capital
Texas
$1.39M +$1.43M +29,199 New
SC
661
Stolper & Co
Oklahoma
$1.39M +$20.3K +413 +1%
AIC
662
Ameritas Investment Company
Nebraska
$1.39M -$674K -13,720 -38%
IBOK
663
Independence Bank of Kentucky
Kentucky
$1.39M +$276K +5,614 +24%
CF
664
Centaurus Financial
California
$1.38M +$207K +4,222 +17%
WP
665
WealthSource Partners
California
$1.38M +$243K +4,953 +21%
Carson Wealth (CWM LLC)
666
Carson Wealth (CWM LLC)
Nebraska
$1.38M
EWA
667
EP Wealth Advisors
California
$1.37M +$120K +2,450 +9%
DTL
668
Dynamic Technology Lab
Singapore
$1.37M +$1.42M +28,803 New
SS
669
Sunbelt Securities
Texas
$1.37M +$348K +7,088 +32%
AUB
670
Atlantic Union Bankshares
Virginia
$1.37M -$10.8K -219 -0.8%
IWA
671
Intercontinental Wealth Advisors
Texas
$1.36M -$10.4K -211 -0.7%
FHA
672
Flagship Harbor Advisors
Massachusetts
$1.36M -$1.87K -38 -0.1%
HB
673
Homrich & Berg
Georgia
$1.35M -$64.1K -1,305 -4%
RIL
674
Rothschild Investment LLC
Illinois
$1.35M -$51.3K -1,044 -4%
Walleye Trading
675
Walleye Trading
New York
$1.35M +$1.39M +28,337 New

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.