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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
RDWM
926
Red Door Wealth Management
Tennessee
$765K +$7.48K +167 +1%
KCM
927
Kendall Capital Management
Maryland
$762K +$20.6K +460 +3%
BL
928
Balentine LLC
Georgia
$762K +$36.9K +823 +6%
WTB
929
Washington Trust Bank
Washington
$761K -$4.44K -99 -0.7%
PWP
930
Principle Wealth Partners
Connecticut
$760K -$28.8K -642 -4%
OPTFSNA
931
Old Point Trust & Financial Services N A
Virginia
$756K
EAM
932
Evanson Asset Management
California
$756K +$54.4K +1,213 +9%
SSWM
933
Smith Salley Wealth Management
North Carolina
$753K +$25.3K +564 +4%
BC
934
Burney Company
Virginia
$752K -$41K -914 -6%
DWM
935
Dorchester Wealth Management
Quebec, Canada
$751K +$33.6K +750 +5%
SWMP
936
Signature Wealth Management Partners
New Jersey
$748K +$12K +268 +2%
NGA
937
Naples Global Advisors
Florida
$747K -$16.9K -378 -3%
WA
938
WBH Advisory
Maryland
$746K -$941 -21 -0.1%
CAGAS
939
Capital Advisory Group Advisory Services
Minnesota
$746K +$1.3K +29 +0.2%
EF
940
Exeter Financial
Arizona
$745K +$42.4K +947 +7%
ISWM
941
Independent Solutions Wealth Management
New York
$744K +$10.6K +236 +2%
AP
942
Atwood & Palmer
Missouri
$743K +$5.11K +114 +0.8%
CBN
943
Cadence Bank NA
Texas
$741K -$22.9K -510 -3%
BCA
944
Bay Colony Advisors
Massachusetts
$740K +$108K +2,414 +20%
HWAM
945
Hennion & Walsh Asset Management
New Jersey
$739K +$647K +14,441 New
TA
946
Tiedemann Advisors
New York
$736K +$9.72K +217 +2%
GSBTD
947
Glenview State Bank Trust Department
Illinois
$736K +$195K +4,350 +43%
HC
948
Hendley & Co
Ohio
$735K -$6.72K -150 -1%
VCS
949
Vaughan & Co Securities
New Jersey
$735K +$159K +3,540 +33%
DHFB
950
Dixon Hubard Feinour & Brown
Virginia
$733K +$332K +7,414 +81%

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.