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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
Kovitz Investment Group Partners
1026
Kovitz Investment Group Partners
Illinois
$557K +$122K +2,490 +27%
PPW
1027
Parcion Private Wealth
Washington
$556K
FBT
1028
First Bankers Trust
Kentucky
$556K +$9.24K +188 +2%
CCT
1029
Capital City Trust
Florida
$555K +$23.6K +481 +4%
BW
1030
Bison Wealth
Georgia
$552K +$159K +3,226 +39%
MCM
1031
Monarch Capital Management
Indiana
$551K
SCA
1032
STALEY CAPITAL ADVISERS
Pennsylvania
$551K
OSNBOA
1033
Old Second National Bank of Aurora
Illinois
$546K -$35.4K -720 -6%
TCWM
1034
Total Clarity Wealth Management
Illinois
$545K +$503K +10,244 +866%
RBA
1035
Richard Bernstein Advisors
New York
$544K
Axa
1036
Axa
France
$542K -$17.7K -361 -3%
VFA
1037
Voya Financial Advisors
Connecticut
$539K -$3.26M -66,378 -85%
IF
1038
Intrua Financial
Texas
$539K +$19.1K +389 +4%
AB
1039
Atlas Brown
Kentucky
$538K +$43.7K +890 +9%
SOAMC
1040
Spirit of America Management Corp
New York
$536K +$24.6K +500 +5%
CWA
1041
Carolina Wealth Advisors
South Carolina
$531K -$14K -284 -2%
CRI
1042
Colonial River Investments
Virginia
$531K -$1.72K -35 -0.3%
UB
1043
UMB Bank
Missouri
$530K +$10.8K +219 +2%
SWM
1044
Salvus Wealth Management
New Jersey
$530K +$66.3K +1,350 +14%
SIC
1045
Shoker Investment Counsel
Ohio
$530K +$125K +2,547 +30%
CAL
1046
Capital Analysts LLC
Pennsylvania
$529K -$147K -2,992 -21%
LNB
1047
Ledyard National Bank
$529K -$123K -2,504 -18%
QI
1048
Qtron Investments
Massachusetts
$529K
CCB
1049
Cutter & Co Brokerage
Missouri
$527K +$33.1K +674 +6%
BRWM
1050
B. Riley Wealth Management
Tennessee
$526K -$156K -3,172 -22%

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.