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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
HSBC Holdings
51
HSBC Holdings
United Kingdom
$139M -$7.66M -170,998 -6%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$137M -$10.3M -230,557 -8%
National Pension Service
53
National Pension Service
South Korea
$131M +$5.18M +115,613 +5%
Principal Financial Group
54
Principal Financial Group
Iowa
$125M -$3.23M -72,192 -3%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$123M -$24M -535,600 -18%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$122M -$3.09M -69,046 -3%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$121M -$3.96M -88,430 -4%
CS
58
Credit Suisse
Switzerland
$117M -$2.6M -58,049 -2%
CCM
59
Cullen Capital Management
New York
$112M +$69.2M +1,543,417 +236%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$112M +$18.8M +419,027 +24%
First Trust Advisors
61
First Trust Advisors
Illinois
$110M -$3.09M -68,901 -3%
Artisan Partners
62
Artisan Partners
Wisconsin
$108M +$2.03M +45,275 +2%
Citigroup
63
Citigroup
New York
$106M +$24.4M +545,397 +36%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$105M -$453K -10,100 -0.5%
Victory Capital Management
65
Victory Capital Management
Texas
$104M +$26.3M +587,567 +41%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$101M -$2.35M -52,356 -3%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93.9M -$30.6K -684 -0%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$88.9M +$700K +15,625 +0.9%
GQG Partners
69
GQG Partners
Florida
$87M +$76.2M +1,701,114 New
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$86.7M -$12.1M -269,189 -14%
RJA
71
Raymond James & Associates
Florida
$80.7M +$1.3M +28,902 +2%
Truist Financial
72
Truist Financial
North Carolina
$75.8M +$1.98M +44,234 +3%
PI
73
Putnam Investments
Massachusetts
$73.5M +$3.28M +73,294 +5%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$72.8M +$618K +13,800 +1%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$70.5M -$2.81M -62,693 -4%

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.