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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
WFM
951
Wolff Financial Management
Michigan
$726K +$90 +2 +0%
BRWM
952
B. Riley Wealth Management
Tennessee
$726K +$79.2K +1,768 +14%
HA
953
HC Advisors
Georgia
$726K +$635K +14,182 New
MIM
954
Marco Investment Management
Georgia
$724K +$30.7K +685 +5%
ANRIA
955
American National Registered Investment Advisor
Texas
$723K -$314 -7 -0%
ALAM
956
Asahi Life Asset Management
Japan
$720K -$36.7K -820 -6%
TPWA
957
TRUE Private Wealth Advisors
Oregon
$720K +$43.8K +977 +8%
CAL
958
Capital Analysts LLC
Pennsylvania
$720K +$577K +12,871 +1,062%
NCM
959
Noesis Capital Mangement
Florida
$719K -$8.92K -199 -1%
CAAS
960
Capital Asset Advisory Services
Michigan
$718K +$50.3K +1,123 +9%
DT
961
Diversified Trust
Tennessee
$717K -$187K -4,170 -23%
MPCG
962
Matrix Private Capital Group
New York
$714K
BTWM
963
Baker Tilly Wealth Management
Wisconsin
$708K +$12.5K +278 +2%
TWM
964
Tradition Wealth Management
Minnesota
$708K +$67.3K +1,502 +12%
OIA
965
OneDigital Investment Advisors
Kansas
$706K -$65K -1,450 -10%
AWA
966
Arete Wealth Advisors
Illinois
$701K +$20.9K +467 +4%
AIM
967
Anchor Investment Management
South Carolina
$697K -$8.96K -200 -1%
LCM
968
Leisure Capital Management
California
$697K +$8.92K +199 +1%
LNB
969
Ledyard National Bank
$696K -$61.1K -1,363 -9%
TI
970
Truehand Inc
New Hampshire
$691K -$13.4K -300 -2%
BCM
971
BTC Capital Management
Iowa
$688K
HW
972
Hancock Whitney
Mississippi
$688K +$8.38K +187 +1%
AW
973
ACG Wealth
Georgia
$687K -$46.5K -1,037 -7%
RMAM
974
Raab & Moskowitz Asset Management
New Jersey
$687K +$3.09K +69 +0.5%
GWM
975
Gray Wealth Management
Maine
$686K +$22.9K +510 +4%

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.