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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
AIP
701
Ameritas Investment Partners
Nebraska
$1.22M -$21.4K -435 -2%
FMBTD
702
First Midwest Bank Trust Division
Illinois
$1.22M -$28.3K -576 -2%
VC
703
Veracity Capital
Georgia
$1.21M -$773K -15,731 -38%
IIA
704
ICW Investment Advisors
Arizona
$1.21M -$48.8K -993 -4%
CG
705
Caprock Group
Idaho
$1.2M +$311K +6,328 +34%
VA
706
Valmark Advisers
Ohio
$1.2M -$7.32K -149 -0.6%
SF
707
Symphony Financial
Texas
$1.19M +$303K +6,161 +33%
KFC
708
Klingenstein Fields & Co
New York
$1.19M -$365K -7,425 -23%
FSA
709
Financial Sense Advisors
California
$1.19M +$77.8K +1,583 +7%
EF
710
Empirical Finance
Pennsylvania
$1.18M -$306K -6,227 -20%
IFG
711
Independent Financial Group
California
$1.18M +$80.6K +1,640 +7%
CGH
712
Crossmark Global Holdings
Texas
$1.18M -$38.3K -780 -3%
FT
713
Fiduciary Trust
Massachusetts
$1.18M -$30.4K -618 -2%
LIA
714
LS Investment Advisors
Michigan
$1.18M -$1.71M -34,792 -58%
SFA
715
Semmax Financial Advisors
North Carolina
$1.18M +$67.1K +1,366 +6%
IFAM
716
Institutional & Family Asset Management
Colorado
$1.17M -$2.58M -52,485 -68%
MOS
717
MGO One Seven
Ohio
$1.17M +$59.5K +1,212 +5%
TCMP
718
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.17M +$448K +9,128 +59%
GQG Partners
719
GQG Partners
Florida
$1.17M -$82.4M -1,676,566 -99%
FSA
720
Franklin Street Advisors
North Carolina
$1.17M -$35.4K -720 -3%
LIM
721
Loudon Investment Management
New Hampshire
$1.17M +$415K +8,447 +53%
WF
722
Welch & Forbes
Massachusetts
$1.17M -$62.3K -1,269 -5%
MCM
723
Mork Capital Management
California
$1.17M
MAM
724
Meeder Asset Management
Ohio
$1.16M +$91.1K +1,855 +8%
XF
725
XML Financial
Maryland
$1.16M -$22.8K -464 -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.