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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
IA
701
Icon Advisers
Colorado
$1.31M
EP
702
Eudaimonia Partners
Tennessee
$1.31M -$57.3K -1,279 -5%
CGH
703
Crossmark Global Holdings
Texas
$1.31M +$34.8K +777 +3%
AA
704
Ancora Advisors
Ohio
$1.3M +$564K +12,592 +98%
RFG
705
Range Financial Group
Oregon
$1.3M +$1.14M +25,450 New
FT
706
Fiduciary Trust
Massachusetts
$1.3M -$38.8K -866 -3%
GLA
707
Good Life Advisors
Pennsylvania
$1.29M +$29.8K +664 +3%
FSA
708
Franklin Street Advisors
North Carolina
$1.29M -$75.9K -1,694 -6%
VA
709
Valmark Advisers
Ohio
$1.29M +$37.9K +845 +3%
BFEC
710
Benjamin F. Edwards & Company
Missouri
$1.28M -$228K -5,083 -17%
VPI
711
Value Partners Investments
Manitoba, Canada
$1.28M +$1.12M +25,000 New
BCM
712
Brookstone Capital Management
Illinois
$1.27M +$122K +2,725 +12%
EF
713
Empirical Finance
Pennsylvania
$1.27M
BFS
714
Bradley Foster & Sargent
Connecticut
$1.27M -$330K -7,370 -23%
XF
715
XML Financial
Maryland
$1.27M +$75.8K +1,691 +7%
LSA
716
Leonteq Securities AG
Switzerland
$1.27M +$280K +6,250 +34%
CF
717
Centaurus Financial
California
$1.27M +$293K +6,544 +36%
NFG
718
Nations Financial Group
Iowa
$1.26M +$13K +290 +1%
CBT
719
CoreFirst Bank & Trust
Kansas
$1.26M
WSTAM
720
Wilbanks Smith & Thomas Asset Management
Virginia
$1.25M -$68.2K -1,522 -6%
MCM
721
Mork Capital Management
California
$1.25M
FC
722
Forte Capital
New York
$1.25M +$3.85K +86 +0.4%
PWM
723
PBMares Wealth Management
Virginia
$1.25M +$260K +5,813 +31%
BA
724
Bluesphere Advisors
Pennsylvania
$1.25M +$470K +10,484 +75%
SMC
725
Smith, Moore & Co
Missouri
$1.24M +$49.9K +1,114 +5%

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.