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
FMTC
1001
Farmers & Merchants Trust Company
California
$607K -$19.7K -400 -3%
PWM
1002
Perigon Wealth Management
California
$603K +$5.8K +118 +0.9%
WA
1003
Waverly Advisors
Alabama
$602K +$372K +7,576 +158%
LI
1004
Lafayette Investments
Maryland
$600K +$194K +3,955 +46%
FF
1005
FourThought Financial
Florida
$594K +$17.9K +364 +3%
WAAG
1006
Wealth Alliance Advisory Group
Kansas
$592K -$41.5K -845 -6%
SPWG
1007
Sage Private Wealth Group
Illinois
$591K +$6.44K +131 +1%
PNC
1008
Park National Corp
Ohio
$587K -$14K -284 -2%
MWM
1009
Mattern Wealth Management
Kansas
$586K -$2.36K -48 -0.4%
SFFS
1010
Stonehage Fleming Financial Services
Jersey
$583K
AW
1011
ACG Wealth
Georgia
$581K -$61.4K -1,250 -9%
OIM
1012
Orca Investment Management
Oregon
$581K -$56.2K -1,143 -9%
BAIA
1013
Bel Air Investment Advisors
California
$579K -$429K -8,739 -42%
NL
1014
NWAM LLC
Washington
$579K -$161K -3,283 -21%
MWM
1015
Merriman Wealth Management
Washington
$579K +$213K +4,336 +56%
JIC
1016
Joel Isaacson & Co
New York
$578K -$11.3K -230 -2%
CNC
1017
Canandaigua National Corp
New York
$578K -$10K -204 -2%
WP
1018
WealthShield Partners
North Carolina
$573K +$9.73K +198 +2%
HC
1019
HNP Capital
New York
$569K
VRM
1020
Vectors Research Management
New York
$569K +$1.23K +25 +0.2%
WAOI
1021
Wealth Advisors of Iowa
Iowa
$566K +$113K +2,300 +24%
OIA
1022
Optimum Investment Advisors
Illinois
$561K -$2.46K -50 -0.4%
FWM
1023
Foresight Wealth Management
Utah
$559K +$90.1K +1,834 +19%
PCA
1024
Personal Capital Advisors
California
$558K +$87.5K +1,780 +18%
CAM
1025
Cozad Asset Management
Illinois
$557K -$332K -6,763 -37%

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.