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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
WWM
801
Western Wealth Management
Colorado
$1.03M +$37.9K +845 +4%
NSIM
802
North Star Investment Management
Illinois
$1.02M +$717 +16 +0.1%
FWM
803
Focused Wealth Management
New York
$1.02M +$68.3K +1,524 +8%
CWS
804
Cypress Wealth Services
California
$1.02M +$80.1K +1,788 +10%
WDC
805
Woodward Diversified Capital
California
$1.02M -$143K -3,196 -14%
CCM
806
Coldstream Capital Management
Washington
$1.02M -$54.4K -1,214 -6%
PA
807
Parallel Advisors
California
$1.02M +$6.41K +143 +0.7%
EWA
808
Exencial Wealth Advisors
Oklahoma
$1.01M -$91.9K -2,051 -9%
CWM
809
Centric Wealth Management
Illinois
$1.01M +$39.8K +889 +5%
BST
810
Bath Savings Trust
Maine
$1.01M -$20.2K -450 -2%
KA
811
Kovack Advisors
Florida
$1.01M +$121K +2,699 +16%
FNT
812
First Nebraska Trust
Nebraska
$998K
EM
813
Excalibur Management
Massachusetts
$987K +$34.5K +770 +4%
PT
814
Plimoth Trust
Massachusetts
$984K +$8.96K +200 +1%
MCIA
815
Mountain Capital Investment Advisors
Colorado
$983K +$119K +2,658 +16%
BOH
816
Bank of Hawaii
Hawaii
$977K -$10K -224 -1%
OPS
817
Orion Portfolio Solutions
Nebraska
$977K +$221K +4,925 +35%
EC
818
Estate Counselors
Wisconsin
$976K +$855K +19,070 New
CFA
819
CWS Financial Advisors
Michigan
$974K +$22.8K +509 +3%
SF
820
Symphony Financial
Texas
$970K +$846K +18,879 New
ACP
821
Ashfield Capital Partners
California
$968K -$21.9K -488 -3%
BAM
822
Barrett Asset Management
New York
$964K
JCM
823
Jacobi Capital Management
Pennsylvania
$961K -$78.8K -1,758 -9%
RCM
824
Radnor Capital Management
Pennsylvania
$960K
CG
825
Caprock Group
Idaho
$958K +$51.5K +1,149 +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.