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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
LBD
976
Landsberg Bennett & Dubbaneh
Florida
$685K -$124K -2,777 -17%
CMO
977
Covenant Multifamily Offices
Texas
$684K +$599K +13,368 New
OIM
978
Orca Investment Management
Oregon
$682K -$17.2K -383 -3%
EWM
979
Endurance Wealth Management
Rhode Island
$681K
Credit Agricole
980
Credit Agricole
France
$679K +$13.2K +294 +2%
KA
981
KLCM Advisors
Wisconsin
$678K -$2.24K -50 -0.4%
WAAG
982
Wealth Alliance Advisory Group
Kansas
$678K +$73.1K +1,631 +14%
ESB
983
Essex Savings Bank
Connecticut
$675K +$4.48K +100 +0.6%
CAG
984
Csenge Advisory Group
Florida
$674K -$140K -3,128 -19%
SCM
985
Shelton Capital Management
Colorado
$674K -$46.1K -1,029 -7%
FAIM
986
Financial Advocates Investment Management
Washington
$674K +$14.5K +324 +3%
TSW
987
Thompson Siegel & Walmsley
Virginia
$673K -$8.96K -200 -1%
FMTC
988
Farmers & Merchants Trust Company
California
$672K
GA
989
GFS Advisors
Texas
$672K +$589K +13,145 New
CC
990
Chicago Capital
Illinois
$671K
BCWM
991
Bartlett & Co Wealth Management
Ohio
$662K -$45K -1,005 -7%
GI
992
Gradient Investments
Minnesota
$659K +$7.57K +169 +1%
EWM
993
Empirical Wealth Management
Washington
$658K -$48.1K -1,074 -8%
APA
994
Allegiant Private Advisors
Florida
$658K
IP
995
Intellectus Partners
California
$657K +$43.6K +973 +8%
TMAM
996
Tokio Marine Asset Management
Japan
$657K +$104K +2,327 +22%
MA
997
Montag & Associates
Georgia
$655K +$17.9K +400 +3%
MWM
998
Modera Wealth Management
New Jersey
$654K -$117K -2,600 -17%
BC
999
Bartlett & Co
Ohio
$651K -$45K -1,005 -7%
TG
1000
TCW Group
California
$648K +$568K +12,670 New

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.