We are live on ! Find out more
MO icon

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
1WA
776
180 Wealth Advisors
Washington
$1.1M +$115K +2,572 +13%
PC
777
Prairiewood Capital
North Dakota
$1.09M +$42.3K +945 +5%
MMPW
778
Mitchell McLeod Pugh & Williams
Alabama
$1.09M +$10.8K +242 +1%
BHBT
779
Burke & Herbert Bank & Trust
Virginia
$1.09M -$6.63K -148 -0.7%
BAS
780
Brown Advisory Securities
Maryland
$1.09M +$35K +782 +4%
BO
781
Bank OZK
Arkansas
$1.08M -$34.1K -762 -3%
GVAG
782
Great Valley Advisor Group
Delaware
$1.08M +$81.2K +1,813 +9%
PTC
783
Philadelphia Trust Company
Pennsylvania
$1.08M
WAP
784
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$80.9K +1,805 +9%
BAIA
785
Bel Air Investment Advisors
California
$1.07M +$935K +20,873 New
SP
786
Symmetry Partners
Connecticut
$1.06M -$107K -2,396 -10%
EHC
787
Everett Harris & Co
California
$1.05M +$452K +10,096 +96%
OAM
788
Oak Asset Management
California
$1.05M -$191K -4,268 -17%
IA
789
IFG Advisory
Georgia
$1.05M -$24.6K -549 -3%
WJWM
790
Williams Jones Wealth Management
New York
$1.05M +$36.8K +822 +4%
GIBU
791
Gulf International Bank (UK)
United Kingdom
$1.05M -$195K -4,350 -18%
GAG
792
GM Advisory Group
New York
$1.04M -$151K -3,380 -14%
HR
793
Hayden Royal
North Carolina
$1.04M -$24.2K -539 -3%
BKA
794
Brick & Kyle Associates
Pennsylvania
$1.04M +$15.5K +347 +2%
PCS
795
Personal CFO Solutions
New Jersey
$1.04M +$896 +20 +0.1%
GLA
796
Great Lakes Advisors
Illinois
$1.04M -$762K -17,004 -46%
CFA
797
Camarda Financial Advisors
Florida
$1.04M +$908K +20,255 New
BMC
798
Beaton Management Company
Massachusetts
$1.03M -$4.48K -100 -0.5%
SDAM
799
Shulman DeMeo Asset Management
New York
$1.03M +$5.24K +117 +0.6%
PP
800
Patron Partners
Texas
$1.03M -$72.7K -1,622 -7%

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.