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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
SC
751
Savant Capital
Illinois
$1.09M +$35.7K +727 +3%
BFS
752
Bradley Foster & Sargent
Connecticut
$1.09M -$95.8K -1,949 -8%
RPC
753
Rossmore Private Capital
Connecticut
$1.09M +$44.2K +900 +4%
LWCFA
754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.09M -$13.9K -282 -1%
CCG
755
Capital CS Group
California
$1.08M
KCM
756
Knoll Capital Management
Florida
$1.08M
TAM
757
Taurus Asset Management
New York
$1.07M -$9.83K -200 -0.9%
ETI
758
Enterprise Trust & Investment
California
$1.07M +$5.16K +105 +0.5%
BFIM
759
Beese Fulmer Investment Management
Ohio
$1.06M
1WA
760
180 Wealth Advisors
Washington
$1.06M +$1.87K +38 +0.2%
FFWA
761
FRG Family Wealth Advisors
Washington
$1.05M
IIM
762
Ipswich Investment Management
Massachusetts
$1.05M
NIA
763
Northstar Investment Advisors
Colorado
$1.05M
GVAG
764
Great Valley Advisor Group
Delaware
$1.05M +$29.9K +609 +3%
CFG
765
Citizens Financial Group
Rhode Island
$1.04M +$293K +5,965 +37%
CIP
766
Capital Insight Partners
Arizona
$1.04M -$43.5K -885 -4%
PA
767
Parallel Advisors
California
$1.04M +$94.3K +1,920 +10%
ACM
768
AlphaStar Capital Management
North Carolina
$1.04M +$183K +3,726 +21%
EHC
769
Everett Harris & Co
California
$1.03M +$54.8K +1,116 +5%
CG
770
Colony Group
Massachusetts
$1.03M -$227K -4,628 -18%
WJWM
771
Williams Jones Wealth Management
New York
$1.03M +$48.4K +986 +5%
BCM
772
Birmingham Capital Management
Alabama
$1.03M
RCAG
773
Rehmann Capital Advisory Group
Michigan
$1.02M -$82K -1,668 -7%
MMPW
774
Mitchell McLeod Pugh & Williams
Alabama
$1.02M
PC
775
Prairiewood Capital
North Dakota
$1.02M

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.