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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
WA
676
WP Advisors
California
$1.43M +$477K +10,638 +62%
IWC
677
Integrated Wealth Concepts
Massachusetts
$1.43M +$150K +3,352 +14%
KIG
678
Kowal Investment Group
Wisconsin
$1.4M +$124K +2,775 +11%
WI
679
Wedgewood Investors
Pennsylvania
$1.39M -$22.4K -500 -2%
DCM
680
Dupont Capital Management
Delaware
$1.39M -$2.85M -63,648 -70%
WG
681
Welch Group
Alabama
$1.39M +$279K +6,217 +30%
MWNA
682
Marshall Wace North America
New York
$1.38M +$839K +18,719 +224%
CFA
683
Carroll Financial Associates
North Carolina
$1.38M +$151K +3,373 +14%
VIA
684
Vident Investment Advisory
Georgia
$1.38M -$203K -4,520 -14%
Carson Wealth (CWM LLC)
685
Carson Wealth (CWM LLC)
Nebraska
$1.38M
AF
686
Advisornet Financial
Minnesota
$1.37M -$14K -313 -1%
KPCM
687
Kings Point Capital Management
New York
$1.36M -$141K -3,147 -11%
CPC
688
Congress Park Capital
New York
$1.36M +$34.2K +763 +3%
KCM
689
Kanawha Capital Management
Virginia
$1.36M +$40.5K +903 +4%
EWA
690
EP Wealth Advisors
California
$1.35M -$89K -1,987 -7%
IIA
691
ICW Investment Advisors
Arizona
$1.34M -$88K -1,964 -7%
LNWWM
692
Laird Norton Wetherby Wealth Management
California
$1.34M -$52.6K -1,173 -4%
CG
693
Colony Group
Massachusetts
$1.34M +$14.4K +322 +1%
FHB
694
First Hawaiian Bank
Hawaii
$1.34M +$42.9K +957 +4%
NCM
695
Narwhal Capital Management
Georgia
$1.34M -$40.8K -910 -3%
FMBTD
696
First Midwest Bank Trust Division
Illinois
$1.34M +$311K +6,935 +36%
AIP
697
Ameritas Investment Partners
Nebraska
$1.33M -$58.7K -1,309 -5%
TI
698
Tidal Investments
Wisconsin
$1.32M +$304K +6,791 +36%
GT
699
Greenleaf Trust
Michigan
$1.32M +$180K +4,023 +18%
WF
700
Welch & Forbes
Massachusetts
$1.32M -$115K -2,572 -9%

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.