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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
GF
1051
Gabelli Funds
New York
$524K
GCAC
1052
Guardian Capital Advisors (Canada)
Ontario, Canada
$524K
KFA
1053
Krane Funds Advisors
New York
$524K +$67.3K +1,370 +14%
SFG
1054
Summit Financial Group
West Virginia
$523K +$269K +5,465 +99%
DT
1055
Diversified Trust
Tennessee
$522K -$151K -3,066 -22%
MFG
1056
MidWestOne Financial Group
Iowa
$522K
OC
1057
Oakworth Capital
Alabama
$521K +$28.5K +580 +6%
CST
1058
Charles Schwab Trust
Nevada
$520K +$125K +2,547 +31%
FHA
1059
First Horizon Advisors
Tennessee
$519K -$31.1K -634 -5%
LFF
1060
Level Four Financial
Texas
$519K +$9.09K +185 +2%
TFM
1061
TFC Financial Management
Massachusetts
$515K
BMA
1062
Brooks Moore & Associates
Tennessee
$513K -$17.2K -350 -3%
EGM
1063
Engineers Gate Manager
New York
$511K +$224K +4,560 +74%
SLT
1064
St Louis Trust
Missouri
$510K
SW
1065
SkyOak Wealth
Michigan
$509K
WA
1066
Wealth Architects
California
$509K +$884 +18 +0.2%
PFBT
1067
Parkside Financial Bank & Trust
Missouri
$508K +$3.93K +80 +0.8%
IF
1068
IRON Financial
Illinois
$508K +$118K +2,406 +29%
JAFL
1069
Jay A. Fishman Ltd
Michigan
$507K +$9.83K +200 +2%
PFGIA
1070
Patriot Financial Group Insurance Agency
Massachusetts
$507K +$147K +2,986 +39%
HCM
1071
Hall Capital Management
Rhode Island
$507K +$522K +10,632 New
PP
1072
Patten & Patten
Tennessee
$505K -$98.5K -2,005 -16%
IRC
1073
Investors Research Corp
Georgia
$504K
SFI
1074
SPC Financial Inc
Maryland
$504K
MBT
1075
Montecito Bank & Trust
California
$502K

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.