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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
DWM
951
Dorchester Wealth Management
Quebec, Canada
$681K -$19.4K -394 -3%
CAAS
952
Capital Asset Advisory Services
Michigan
$681K +$10.2K +208 +2%
IWP
953
Icon Wealth Partners
Texas
$680K +$182K +3,712 +35%
DAM
954
Delta Asset Management
Tennessee
$679K -$109K -2,212 -13%
DP
955
Dearborn Partners
Illinois
$679K -$71.2K -1,450 -9%
EAM
956
Evanson Asset Management
California
$679K -$25.9K -527 -4%
HA
957
HC Advisors
Georgia
$674K -$2.11K -43 -0.3%
TPWA
958
TRUE Private Wealth Advisors
Oregon
$674K +$2.9K +59 +0.4%
LBD
959
Landsberg Bennett & Dubbaneh
Florida
$672K +$45.7K +930 +7%
LCM
960
Leisure Capital Management
California
$671K +$21.9K +446 +3%
TWM
961
Tradition Wealth Management
Minnesota
$670K +$10.1K +205 +1%
Credit Agricole
962
Credit Agricole
France
$670K +$39.3K +800 +6%
AWA
963
Arete Wealth Advisors
Illinois
$670K +$66K +1,344 +10%
ANRIA
964
American National Registered Investment Advisor
Texas
$669K -$5.65K -115 -0.8%
WTB
965
Washington Trust Bank
Washington
$668K -$41.9K -853 -6%
MPCG
966
Matrix Private Capital Group
New York
$666K
AIM
967
Anchor Investment Management
South Carolina
$660K +$10.6K +215 +2%
GWM
968
Gray Wealth Management
Maine
$657K +$18.1K +369 +3%
AssetMark Inc
969
AssetMark Inc
California
$656K +$55.6K +1,131 +9%
KTC
970
Kistler-Tiffany Companies
Pennsylvania
$655K -$81.9K -1,667 -11%
SG
971
StoneX Group
New York
$651K +$64.1K +1,305 +11%
SCM
972
Shelton Capital Management
Colorado
$649K +$22K +447 +3%
MAM
973
Madison Asset Management
Wisconsin
$648K +$65.1K +1,324 +11%
TCM
974
Triumph Capital Management
Colorado
$648K +$669K +13,622 New
TI
975
Truehand Inc
New Hampshire
$644K

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.