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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
JHCP
726
Jackson Hole Capital Partners
Oklahoma
$1.23M +$180K +4,015 +20%
WP
727
WealthSource Partners
California
$1.23M +$323K +7,218 +43%
PRC
728
Pearl River Capital
Michigan
$1.23M +$1.07M +23,971 New
S
729
SignatureFD
Georgia
$1.22M +$71.4K +1,594 +7%
MJRIC
730
Mogy Joel R Investment Counsel
California
$1.22M -$74.8K -1,670 -7%
CAG
731
Crestwood Advisors Group
Massachusetts
$1.22M -$45.8K -1,023 -4%
FWCM
732
Ferguson Wellman Capital Management
Oregon
$1.21M -$1.26M -28,024 -54%
CA
733
Cornerstone Advisory
Maryland
$1.21M -$179K -3,994 -14%
AFP
734
Ausdal Financial Partners
Iowa
$1.2M +$61.6K +1,375 +6%
Dodge & Cox
735
Dodge & Cox
California
$1.2M -$13.4K -300 -1%
IBOK
736
Independence Bank of Kentucky
Kentucky
$1.2M -$202K -4,501 -16%
MWA
737
Moser Wealth Advisors
Washington
$1.2M -$44.8K -1,000 -4%
CRIG
738
Charter Research & Investment Group
Connecticut
$1.2M
MOS
739
MGO One Seven
Ohio
$1.19M +$107K +2,392 +11%
FSA
740
Financial Sense Advisors
California
$1.19M +$114K +2,538 +12%
SFA
741
Semmax Financial Advisors
North Carolina
$1.19M +$45.1K +1,006 +5%
RCAG
742
Rehmann Capital Advisory Group
Michigan
$1.19M +$71.2K +1,588 +7%
EWM
743
Evercore Wealth Management
New York
$1.18M -$4.17K -93 -0.4%
IFG
744
Independent Financial Group
California
$1.18M -$338K -7,542 -25%
ICP
745
Interchange Capital Partners
Pennsylvania
$1.18M +$102K +2,287 +18%
LWCFA
746
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.18M +$29.9K +668 +3%
ICM
747
Intrepid Capital Management
Florida
$1.18M +$1.03M +23,000 New
KWM
748
Keebeck Wealth Management
Illinois
$1.17M
RIM
749
Redwood Investment Management
Arizona
$1.17M +$6.09K +136 +0.6%
IB
750
Intrust Bank
Kansas
$1.16M +$86.8K +1,936 +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.