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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
WP
1026
WealthShield Partners
North Carolina
$605K -$59.7K -1,332 -10%
AWE
1027
Avidian Wealth Enterprises
Texas
$604K -$115K -2,556 -18%
OIA
1028
Optimum Investment Advisors
Illinois
$604K +$47.5K +1,060 +10%
Axa
1029
Axa
France
$600K
SFA
1030
Sequoia Financial Advisors
Ohio
$598K +$48.7K +1,086 +10%
AFG
1031
Alterity Financial Group
Maine
$598K +$513K +11,450 New
ET
1032
Equitable Trust
Tennessee
$597K -$142K -3,160 -21%
PPW
1033
Parcion Private Wealth
Washington
$597K
KIA
1034
KCM Investment Advisors
California
$597K +$44.1K +985 +9%
PCIA
1035
Prime Capital Investment Advisors
Kansas
$593K +$28.9K +644 +6%
CSPIA
1036
Cary Street Partners Investment Advisory
Virginia
$592K -$1.45M -32,437 -74%
MCM
1037
Monarch Capital Management
Indiana
$592K -$175K -3,908 -25%
SIM
1038
Stratos Investment Management
Ohio
$591K -$149K -3,316 -22%
SCA
1039
STALEY CAPITAL ADVISERS
Pennsylvania
$591K
FHA
1040
First Horizon Advisors
Tennessee
$590K +$111K +2,482 +27%
BIAS
1041
Beacon Investment Advisory Services
New Jersey
$588K +$220K +4,900 +74%
FBT
1042
First Bankers Trust
Kentucky
$587K -$35.1K -784 -6%
CWA
1043
Carolina Wealth Advisors
South Carolina
$585K -$521K -11,626 -50%
RBA
1044
Richard Bernstein Advisors
New York
$583K -$2.96M -66,113 -85%
BNP Paribas Asset Management
1045
BNP Paribas Asset Management
France
$580K -$266K -5,940 -34%
SAM
1046
Security Asset Management
New York
$580K -$22K -491 -4%
GC
1047
Gratus Capital
Georgia
$579K +$52.2K +1,166 +11%
CCT
1048
Capital City Trust
Florida
$572K +$262K +5,838 +110%
CRI
1049
Colonial River Investments
Virginia
$571K -$22.9K -511 -4%
IC
1050
Inscription Capital
Texas
$571K

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.