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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
V
901
VeraBank
Texas
$816K
CAM
902
Columbia Asset Management
Michigan
$816K +$34.7K +775 +5%
VCAM
903
Van Cleef Asset Management
Ohio
$813K -$29.1K -650 -4%
RWM
904
Ritholtz Wealth Management
New York
$812K +$197K +4,398 +38%
DP
905
Dearborn Partners
Illinois
$803K
TCM
906
Tuttle Capital Management
Connecticut
$802K +$702K +15,674 New
BJL
907
Brighton Jones LLC
Washington
$795K -$162K -3,607 -19%
AF
908
Allworth Financial
California
$795K +$47.8K +1,067 +7%
PWW
909
Pettyjohn Wood & White
Virginia
$793K
BSB
910
Bangor Savings Bank
Maine
$790K -$1.07K -24 -0.2%
NL
911
NWAM LLC
Washington
$790K +$70.8K +1,580 +11%
TCMP
912
Thrive Capital Management (Pennsylvania)
Pennsylvania
$790K +$190K +4,250 +38%
KTC
913
Kistler-Tiffany Companies
Pennsylvania
$788K +$2.51K +56 +0.4%
BFS
914
Bickling Financial Services
Massachusetts
$787K +$39.9K +890 +6%
BDWM
915
Brewin Dolphin Wealth Management
Ireland
$786K
RA
916
Rational Advisors
New York
$784K -$394K -8,785 -36%
CHA
917
Carmichael Hill & Associates
Maryland
$782K +$2.42K +54 +0.4%
GIM
918
Guardian Investment Management
California
$781K -$7.84K -175 -1%
BFA
919
Beacon Financial Advisory
Ohio
$781K +$139K +3,094 +25%
NNP
920
Nachman Norwood & Parrott
South Carolina
$780K +$48.4K +1,081 +8%
EWG
921
Executive Wealth Group
Washington
$777K +$13.8K +307 +2%
CW
922
CreativeOne Wealth
Kansas
$773K +$76.8K +1,715 +13%
SCM
923
Southport Capital Management
Tennessee
$772K -$88.8K -1,981 -12%
CI
924
Conning Inc
Connecticut
$769K -$98.6K -2,200 -13%
TNB
925
Thomasville National Bank
Georgia
$766K -$104K -2,315 -10%

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.