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
MIM
976
Marco Investment Management
Georgia
$642K -$33.6K -683 -5%
HIIFS
977
Harel Insurance Investments & Financial Services
Israel
$642K +$203K +4,130 New
BCM
978
BTC Capital Management
Iowa
$641K
DSC
979
Duncker Streett & Co
Missouri
$634K -$200K -4,077 -23%
EWM
980
Endurance Wealth Management
Rhode Island
$633K -$295 -6 -0%
HW
981
Hancock Whitney
Mississippi
$631K -$9.63K -196 -1%
TCOO
982
Trust Company of Oklahoma
Oklahoma
$631K +$38.5K +784 +6%
NRS
983
Neville Rodie & Shaw
New York
$630K +$49.1K +1,000 +8%
SIM
984
Stratos Investment Management
Ohio
$630K +$80.9K +1,646 +14%
AWE
985
Avidian Wealth Enterprises
Texas
$629K +$67.9K +1,383 +12%
FAIM
986
Financial Advocates Investment Management
Washington
$628K +$737 +15 +0.1%
RMAM
987
Raab & Moskowitz Asset Management
New Jersey
$627K -$13.4K -272 -2%
BCWM
988
Bartlett & Co Wealth Management
Ohio
$626K +$8.16K +166 +1%
IP
989
Intellectus Partners
California
$624K +$11K +223 +2%
AI
990
AXS Investments
New York
$622K +$116K +2,351 +22%
CC
991
Chicago Capital
Illinois
$621K -$4.52K -92 -0.7%
PMG
992
ProVise Management Group
Florida
$621K +$140K +2,858 +28%
TSW
993
Thompson Siegel & Walmsley
Virginia
$620K -$7.37K -150 -1%
CS
994
Comerica Securities
Michigan
$618K +$26.2K +534 +4%
BC
995
Bartlett & Co
Ohio
$615K +$8.16K +166 +1%
I
996
INVST
Indiana
$614K +$54.1K +1,101 +9%
MA
997
Montag & Associates
Georgia
$611K
MWM
998
Modera Wealth Management
New Jersey
$610K +$983 +20 +0.2%
4WM
999
44 Wealth Management
Oregon
$608K -$752K -15,296 -55%
CSPIA
1000
Cary Street Partners Investment Advisory
Virginia
$608K +$57.6K +1,173 +10%

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.