We are live on ! Find out more
MO icon

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
AFP
726
Ausdal Financial Partners
Iowa
$1.16M +$39.7K +808 +3%
FC
727
Forte Capital
New York
$1.16M -$8.94K -182 -0.7%
RIA
728
Realta Investment Advisors
Delaware
$1.16M +$85.8K +1,746 +8%
LAM
729
L2 Asset Management
Massachusetts
$1.15M +$959K +19,522 +416%
SMC
730
Smith, Moore & Co
Missouri
$1.15M -$934 -19 -0.1%
S
731
SignatureFD
Georgia
$1.15M +$10.9K +221 +0.9%
CAG
732
Crestwood Advisors Group
Massachusetts
$1.14M
MJRIC
733
Mogy Joel R Investment Counsel
California
$1.14M
WWM
734
Western Wealth Management
Colorado
$1.12M +$170K +3,454 +17%
IB
735
Intrust Bank
Kansas
$1.12M +$38.9K +792 +3%
Dodge & Cox
736
Dodge & Cox
California
$1.12M -$4.91K -100 -0.4%
EM
737
Excalibur Management
Massachusetts
$1.12M +$203K +4,125 +21%
CA
738
Cullinan Associates
Kentucky
$1.11M +$36.8K +750 +3%
CRIG
739
Charter Research & Investment Group
Connecticut
$1.11M
CBT
740
CoreFirst Bank & Trust
Kansas
$1.11M -$61.7K -1,255 -5%
CAC
741
Certified Advisory Corp
Florida
$1.11M +$626K +12,742 +121%
LIM
742
Leavell Investment Management
Alabama
$1.1M
MWA
743
Moser Wealth Advisors
Washington
$1.1M -$11.1K -225 -1%
OCM
744
One Capital Management
California
$1.1M +$1.13M +23,101 New
WKWM
745
Walter & Keenan Wealth Management
Indiana
$1.1M -$361K -7,354 -24%
EWM
746
Evercore Wealth Management
New York
$1.1M -$4.37K -89 -0.4%
CC
747
Centiva Capital
New York
$1.1M +$1.13M +23,047 New
FHB
748
First Hawaiian Bank
Hawaii
$1.1M -$157K -3,187 -12%
ICM
749
Intrepid Capital Management
Florida
$1.1M
BS
750
Banco Santander
Spain
$1.1M +$1.13M +23,000 New

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.