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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
EGA
826
Eagle Global Advisors
Texas
$915K +$24.6K +500 +3%
PWM
827
PBMares Wealth Management
Virginia
$911K -$264K -5,380 -22%
GWM
828
GSB Wealth Management
Connecticut
$908K +$90.9K +1,850 +11%
OAM
829
Oak Asset Management
California
$906K -$77.1K -1,569 -8%
BOH
830
Bank of Hawaii
Hawaii
$906K -$5.31K -108 -0.6%
WDC
831
Woodward Diversified Capital
California
$903K -$47.5K -966 -5%
JIP
832
Jaffetilchin Investment Partners
Florida
$903K +$137K +2,780 +17%
ACP
833
Ashfield Capital Partners
California
$902K
CGL
834
Clarius Group LLC
Washington
$900K +$58.1K +1,183 +7%
VPIM
835
Vanguard Personalized Indexing Management
California
$899K +$133K +2,701 +17%
RWM
836
Ritholtz Wealth Management
New York
$896K +$143K +2,913 +18%
RCM
837
Radnor Capital Management
Pennsylvania
$895K
RM
838
Resource Management
Louisiana
$895K +$7.27K +148 +0.8%
GA
839
GFS Advisors
Texas
$893K +$274K +5,575 +42%
PCIA
840
Prime Capital Investment Advisors
Kansas
$893K +$350K +7,125 +61%
MIM
841
MTM Investment Management
South Carolina
$892K +$295 +6 +0%
FNBTCON
842
First National Bank & Trust Co of Newtown
Pennsylvania
$890K
BAM
843
Barrett Asset Management
New York
$889K -$9.83K -200 -1%
SIC
844
Samalin Investment Counsel
New York
$888K +$4.72K +96 +0.5%
RA
845
RFG Advisory
Alabama
$884K -$1.03K -21 -0.1%
CA
846
Clearstead Advisors
Ohio
$884K +$51.7K +1,053 +6%
WW
847
Westshore Wealth
California
$882K +$20.1K +410 +2%
AA
848
Advisory Alpha
Michigan
$879K -$4.86K -99 -0.5%
SIAG
849
Signet Investment Advisory Group
Rhode Island
$879K +$33.7K +685 +4%
IC
850
IEQ Capital
California
$874K +$297K +6,048 +49%

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.