We are live on ! Find out more
MO icon

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
PI
76
Putnam Investments
Massachusetts
$64.4M -$4.2M -85,567 -6%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$64.3M +$2.25M +45,754 +4%
Osaic Holdings
78
Osaic Holdings
Arizona
$63.9M +$4.11M +83,686 +7%
Truist Financial
79
Truist Financial
North Carolina
$63.6M -$7.18M -146,114 -10%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$62.3M +$35.2M +715,976 +121%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$61.5M -$6.52M -132,774 -9%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$61.4M -$4.44M -90,292 -7%
Bank of Nova Scotia
83
Bank of Nova Scotia
Ontario, Canada
$60.9M +$2.4M +48,934 +4%
SOMRS
84
State of Michigan Retirement System
Michigan
$60.6M -$265K -5,400 -0.4%
Primecap Management
85
Primecap Management
California
$59.7M
MAM
86
Martingale Asset Management
Massachusetts
$58.9M -$1.92M -39,048 -3%
Chevy Chase Trust
87
Chevy Chase Trust
Maryland
$57.4M -$3.47M -70,600 -6%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$57.1M -$679K -13,829 -1%
LPL Financial
89
LPL Financial
California
$55.4M +$2.56M +52,027 +5%
EVM
90
Eaton Vance Management
Massachusetts
$54.1M +$3.74M +76,057 +7%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$52.4M -$451K -9,177 -0.8%
Millennium Management
92
Millennium Management
New York
$52M +$46.6M +948,078 +668%
Mitsubishi UFJ Trust & Banking
93
Mitsubishi UFJ Trust & Banking
Japan
$51.6M -$4.93M -100,399 -8%
GIA
94
Gateway Investment Advisers
Ohio
$51.4M -$72.1K -1,467 -0.1%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$50.1M +$1.43M +29,117 +3%
Aberdeen Group
96
Aberdeen Group
United Kingdom
$49.5M -$2.11M -42,887 -4%
Asset Management One
97
Asset Management One
Japan
$48.8M -$6.56M -133,479 -12%
Lido Advisors
98
Lido Advisors
California
$48.1M +$737K +15,003 +2%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$46.9M -$488K -9,923 -1%
Bank Julius Baer & Co
100
Bank Julius Baer & Co
Switzerland
$45.5M +$431K +8,769 +0.9%

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.