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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
MIM
826
MTM Investment Management
South Carolina
$957K -$36.5K -815 -4%
EGA
827
Eagle Global Advisors
Texas
$956K -$30.5K -680 -4%
FNBTCON
828
First National Bank & Trust Co of Newtown
Pennsylvania
$955K -$7.62K -170 -0.9%
RM
829
Resource Management
Louisiana
$953K +$2.33K +52 +0.3%
RA
830
RFG Advisory
Alabama
$949K +$57K +1,273 +7%
AA
831
Advisory Alpha
Michigan
$948K -$3.76K -84 -0.5%
SIC
832
Samalin Investment Counsel
New York
$947K +$464K +10,364 +127%
CIM
833
Cambria Investment Management
California
$946K +$246K +5,500 +42%
CAM
834
Cozad Asset Management
Illinois
$944K +$251K +5,600 +44%
Nomura Holdings
835
Nomura Holdings
Japan
$937K -$61M -1,361,004 -99%
ZF
836
Zhang Financial
Michigan
$934K
BG
837
Bahl & Gaynor
Ohio
$931K -$76.2K -1,700 -9%
WW
838
Westshore Wealth
California
$926K +$811K +18,097 New
PGAM
839
Princeton Global Asset Management
New Jersey
$923K -$147K -3,273 -15%
CA
840
Cortland Associates
Missouri
$923K
TC
841
Toews Corporation
New Jersey
$921K +$807K +18,000 New
FWM
842
Frontier Wealth Management
Missouri
$920K -$2.08M -46,506 -72%
ACM
843
AlphaStar Capital Management
North Carolina
$918K +$511K +11,400 +183%
CP
844
Covenant Partners
Tennessee
$915K +$802K +17,892 New
FFG
845
Fortem Financial Group
California
$914K -$1.39K -31 -0.2%
GBT
846
Grove Bank & Trust
Florida
$914K +$35.2K +785 +5%
ECA
847
Elevated Capital Advisors
Utah
$912K -$14.2K -317 -2%
Luther King Capital Management (LKCM)
848
Luther King Capital Management (LKCM)
Texas
$911K -$25.3K -564 -3%
SNT
849
Security National Trust
West Virginia
$909K -$199K -4,445 -20%
H
850
HoyleCohen
California
$909K -$8.42K -188 -1%

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.