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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
VSWA
1051
Vontobel Swiss Wealth Advisors
Switzerland
$569K +$159K +3,555 +47%
BMA
1052
Brooks Moore & Associates
Tennessee
$568K +$10K +224 +2%
I
1053
INVST
Indiana
$568K +$38.6K +862 +8%
QI
1054
Qtron Investments
Massachusetts
$567K +$497K +11,086 New
GCAC
1055
Guardian Capital Advisors (Canada)
Ontario, Canada
$566K
GF
1056
Gabelli Funds
New York
$563K -$44.8K -1,000 -8%
IAP
1057
Indie Asset Partners
Indiana
$562K +$93K +2,075 +23%
QTM
1058
qPULA Trading Management
New York
$561K +$491K +10,966 New
NAS
1059
Nicolet Advisory Services
Wisconsin
$560K -$48.5K -1,082 -9%
MFG
1060
MidWestOne Financial Group
Iowa
$560K -$6.5K -145 -1%
MWM
1061
Meridian Wealth Management
Kentucky
$558K +$488K +10,893 New
JF
1062
Jump Financial
Illinois
$558K +$489K +10,903 New
UB
1063
UMB Bank
Missouri
$557K -$61.9K -1,381 -11%
TFM
1064
TFC Financial Management
Massachusetts
$553K
BCP
1065
Berkeley Capital Partners
Georgia
$552K -$18.4K -411 -4%
SOAMC
1066
Spirit of America Management Corp
New York
$550K
Wolverine Trading
1067
Wolverine Trading
Illinois
$547K -$1.02M -22,842 -68%
LFF
1068
Level Four Financial
Texas
$547K +$29.2K +651 +6%
AI
1069
AXS Investments
New York
$547K +$479K +10,693 New
SLT
1070
St Louis Trust
Missouri
$547K +$479K +10,700 New
WA
1071
Wealth Architects
California
$546K +$2.24K +50 +0.5%
BPA
1072
Beacon Pointe Advisors
California
$546K +$42K +938 +10%
PFBT
1073
Parkside Financial Bank & Trust
Missouri
$541K -$21.7K -484 -4%
IRC
1074
Investors Research Corp
Georgia
$541K -$13.4K -300 -3%
SFI
1075
SPC Financial Inc
Maryland
$541K +$98.6K +2,200 +26%

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.