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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
BSB
926
Bangor Savings Bank
Maine
$722K -$14.7K -300 -2%
WA
927
WBH Advisory
Maryland
$719K +$26K +529 +4%
KCM
928
Kendall Capital Management
Maryland
$715K +$4.91K +100 +0.7%
CL
929
CSS LLC
Illinois
$715K +$737K +15,000 New
CBN
930
Cadence Bank NA
Texas
$711K +$21.3K +433 +3%
BFA
931
Beacon Financial Advisory
Ohio
$710K -$18.2K -371 -2%
PWP
932
Principle Wealth Partners
Connecticut
$708K
IC
933
Inscription Capital
Texas
$708K +$191K +3,882 +35%
PWW
934
Pettyjohn Wood & White
Virginia
$705K -$34.8K -709 -5%
SSWM
935
Smith Salley Wealth Management
North Carolina
$705K +$2.95K +60 +0.4%
BL
936
Balentine LLC
Georgia
$702K -$8.4K -171 -1%
BCA
937
Bay Colony Advisors
Massachusetts
$699K +$9.83K +200 +1%
SWMP
938
Signature Wealth Management Partners
New Jersey
$698K
KA
939
KLCM Advisors
Wisconsin
$697K +$67.1K +1,365 +10%
NGA
940
Naples Global Advisors
Florida
$696K
CI
941
Conning Inc
Connecticut
$694K -$23K -468 -3%
YAM
942
Yacktman Asset Management
Texas
$691K -$393K -8,000 -36%
TA
943
Tiedemann Advisors
New York
$691K +$2.75K +56 +0.4%
TMAM
944
Tokio Marine Asset Management
Japan
$691K +$81.1K +1,651 +13%
AP
945
Atwood & Palmer
Missouri
$687K -$5.6K -114 -0.8%
AI
946
ArchPoint Investors
Florida
$687K +$683K +13,905 +5,607%
PI
947
PEAK6 Investments
Illinois
$687K +$708K +14,414 New
HC
948
Hendley & Co
Ohio
$685K
VCS
949
Vaughan & Co Securities
New Jersey
$685K
BTWM
950
Baker Tilly Wealth Management
Wisconsin
$684K +$25.1K +511 +4%

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.