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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
CA
851
Cortland Associates
Missouri
$860K
AT
852
Arden Trust
Delaware
$857K -$944K -19,215 -52%
AWM
853
Altavista Wealth Management
North Carolina
$857K +$90.9K +1,851 +11%
PGAM
854
Princeton Global Asset Management
New Jersey
$853K -$7.57K -154 -0.9%
CP
855
Covenant Partners
Tennessee
$853K
ACM
856
AlphaCrest Capital Management
New York
$853K +$626K +12,740 +248%
GBT
857
Grove Bank & Trust
Florida
$850K -$1.38K -28 -0.2%
PP
858
Patron Partners
Texas
$849K -$115K -2,343 -12%
OPS
859
Orion Portfolio Solutions
Nebraska
$846K -$66.7K -1,357 -7%
BFS
860
Bickling Financial Services
Massachusetts
$845K +$115K +2,347 +15%
WSC
861
Wellington Shields & Co
New York
$844K
EWM
862
Empirical Wealth Management
Washington
$843K +$237K +4,827 +38%
CT
863
Chicago Trust
Illinois
$841K +$29K +590 +3%
BOTW
864
Bank of the West
California
$840K -$1.97K -40 -0.2%
OLA
865
Oliver Luxxe Assets
New Jersey
$840K
CCA
866
Checchi Capital Advisers
California
$840K +$15.5K +315 +2%
WSCM
867
Wellington Shields Capital Management
New York
$839K +$19.2K +391 +2%
AWM
868
Altium Wealth Management
New York
$839K +$32K +652 +4%
HWA
869
HCR Wealth Advisors
California
$836K +$688 +14 +0.1%
CFA
870
CWS Financial Advisors
Michigan
$834K -$75.9K -1,544 -8%
CMO
871
Covenant Multifamily Offices
Texas
$833K +$202K +4,110 +31%
CWS
872
Cypress Wealth Services
California
$832K -$122K -2,485 -12%
BG
873
Bahl & Gaynor
Ohio
$832K -$37.1K -755 -4%
MLL
874
Moody Lynn & Lieberson
Massachusetts
$832K -$4.18K -85 -0.5%
YIH
875
Y-Intercept (HK)
Hong Kong
$831K +$856K +17,422 New

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.