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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
SIAG
851
Signet Investment Advisory Group
Rhode Island
$908K -$23.5K -525 -3%
WSC
852
Wellington Shields & Co
New York
$906K
CGA
853
Crescent Grove Advisors
Illinois
$906K +$51.9K +1,159 +7%
CGL
854
Clarius Group LLC
Washington
$905K +$192K +4,293 +32%
BOTW
855
Bank of the West
California
$903K -$34.8K -776 -4%
OLA
856
Oliver Luxxe Assets
New Jersey
$901K
SWA
857
Stratos Wealth Advisors
Ohio
$898K +$20.8K +464 +3%
HWA
858
HCR Wealth Advisors
California
$897K -$240K -5,351 -23%
MLL
859
Moody Lynn & Lieberson
Massachusetts
$897K -$13.6K -303 -2%
CA
860
Clearstead Advisors
Ohio
$895K +$1.21K +27 +0.2%
SB
861
Sunflower Bank
Texas
$893K +$21.3K +475 +3%
B
862
Bailard
California
$892K +$781K +17,434 New
DSC
863
Duncker Streett & Co
Missouri
$889K -$58K -1,295 -7%
IC
864
Intersect Capital
California
$889K +$23.3K +521 +3%
CCC
865
Crescent Capital Consulting
Louisiana
$888K +$1.84K +41 +0.2%
IMRF
866
Illinois Municipal Retirement Fund
Illinois
$887K
CCA
867
Checchi Capital Advisers
California
$885K +$28.4K +633 +4%
WSCM
868
Wellington Shields Capital Management
New York
$880K -$30.1K -671 -4%
SXL
869
Summit X LLC
Missouri
$880K +$9.59K +214 +1%
GWM
870
GSB Wealth Management
Connecticut
$880K +$771K +17,197 New
SBH
871
Segall Bryant & Hamill
Illinois
$879K -$12.3K -275 -2%
IMC Chicago
872
IMC Chicago
Illinois
$877K -$9.84M -219,656 -93%
MWM
873
Mission Wealth Management
California
$877K -$21.4K -477 -3%
CT
874
Chicago Trust
Illinois
$873K +$7.08K +158 +0.9%
HGWM
875
Horst & Graben Wealth Management
Oregon
$872K -$10.4K -232 -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.