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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
SW
776
SteelPeak Wealth
California
$1.01M -$59.4K -1,208 -5%
BHBT
777
Burke & Herbert Bank & Trust
Virginia
$1.01M -$5.9K -120 -0.6%
BCM
778
BlueCrest Capital Management
Jersey
$1M +$1.03M +21,000 New
CW
779
CreativeOne Wealth
Kansas
$995K +$282K +5,738 +38%
RE
780
RBC Europe
United Kingdom
$994K -$49.1K -1,000 -5%
FWCM
781
Ferguson Wellman Capital Management
Oregon
$993K -$143K -2,905 -12%
WBC
782
Westpac Banking Corp
Australia
$991K +$1.02M +20,782 New
SP
783
Symmetry Partners
Connecticut
$990K
CCM
784
Coldstream Capital Management
Washington
$989K +$40.1K +817 +4%
B
785
Bailard
California
$989K +$162K +3,300 +19%
BU
786
BBVA USA
Alabama
$989K +$1.02M +20,756 New
WAP
787
Wealthcare Advisory Partners
Pennsylvania
$983K -$19.9K -405 -2%
TNB
788
Thomasville National Bank
Georgia
$980K +$35.9K +730 +4%
EWA
789
Exencial Wealth Advisors
Oklahoma
$978K +$35.3K +719 +4%
IA
790
IFG Advisory
Georgia
$977K -$3K -61 -0.3%
CIM
791
Cambria Investment Management
California
$977K +$98.3K +2,000 +11%
PTC
792
Philadelphia Trust Company
Pennsylvania
$976K -$31.1K -633 -3%
BKA
793
Brick & Kyle Associates
Pennsylvania
$976K +$7.47K +152 +0.7%
GAG
794
GM Advisory Group
New York
$971K
NNP
795
Nachman Norwood & Parrott
South Carolina
$971K +$234K +4,769 +31%
BAS
796
Brown Advisory Securities
Maryland
$967K -$46.9K -955 -4%
CFA
797
Camarda Financial Advisors
Florida
$966K
CWM
798
Centric Wealth Management
Illinois
$964K +$21K +428 +2%
CCC
799
Crescent Capital Consulting
Louisiana
$963K +$136K +2,777 +16%
BMC
800
Beaton Management Company
Massachusetts
$962K

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.