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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
TAM
751
Taurus Asset Management
New York
$1.16M -$33.7K -751 -3%
CCG
752
Capital CS Group
California
$1.16M
CIP
753
Capital Insight Partners
Arizona
$1.16M -$8.47K -189 -0.8%
KCM
754
Knoll Capital Management
Florida
$1.16M +$1.02M +22,700 New
CA
755
Cullinan Associates
Kentucky
$1.16M +$11.2K +250 +1%
MAM
756
Meeder Asset Management
Ohio
$1.15M +$327K +7,290 +48%
RIA
757
Realta Investment Advisors
Delaware
$1.15M +$279K +6,228 +38%
SW
758
SteelPeak Wealth
California
$1.15M -$42.1K -940 -4%
YAM
759
Yacktman Asset Management
Texas
$1.15M
PPP
760
Private Portfolio Partners
New Jersey
$1.15M +$19.8K +441 +2%
ETI
761
Enterprise Trust & Investment
California
$1.14M
ER
762
Enlightenment Research
Florida
$1.14M +$1M +22,351 New
BFIM
763
Beese Fulmer Investment Management
Ohio
$1.14M -$17.8K -397 -2%
SC
764
Savant Capital
Illinois
$1.14M -$18.5K -413 -2%
PP
765
Paloma Partners
Connecticut
$1.13M +$759K +16,942 +327%
FFWA
766
FRG Family Wealth Advisors
Washington
$1.13M
IIM
767
Ipswich Investment Management
Massachusetts
$1.13M +$8.96K +200 +0.9%
RPC
768
Rossmore Private Capital
Connecticut
$1.12M +$89.6K +2,000 +10%
DPIM
769
Duff & Phelps Investment Management
Illinois
$1.12M -$13.4K -300 -1%
SS
770
Sunbelt Securities
Texas
$1.12M +$94.6K +2,112 +11%
RE
771
RBC Europe
United Kingdom
$1.12M -$53.8K -1,200 -5%
NIA
772
Northstar Investment Advisors
Colorado
$1.12M -$193K -4,298 -16%
LIM
773
Leavell Investment Management
Alabama
$1.1M +$78.3K +1,748 +9%
BCM
774
Birmingham Capital Management
Alabama
$1.1M +$76.2K +1,700 +9%
BUB
775
BBVA USA Bancshares
Texas
$1.1M -$24.5K -547 -2%

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.