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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
SWA
1076
Sax Wealth Advisors
New Jersey
$502K +$161K +3,275 +45%
FMWA
1077
Forvis Mazars Wealth Advisors
Missouri
$501K +$17.6K +358 +4%
BIAS
1078
Beacon Investment Advisory Services
New Jersey
$500K -$49.5K -1,008 -9%
VCM
1079
Virtue Capital Management
Tennessee
$500K +$18.2K +370 +4%
ET
1080
Equitable Trust
Tennessee
$499K -$59.1K -1,202 -10%
FWP
1081
FAS Wealth Partners
Kansas
$498K -$4.91K -100 -0.9%
DWA
1082
Douglass Winthrop Advisors
New York
$497K
SDAM
1083
Shulman DeMeo Asset Management
New York
$495K -$481K -9,790 -49%
MMG
1084
Monetary Management Group
Missouri
$495K
SWA
1085
SFMG Wealth Advisors
Texas
$491K -$147 -3 -0%
BNP Paribas Asset Management
1086
BNP Paribas Asset Management
France
$487K -$55.9K -1,137 -10%
SIM
1087
Sonora Investment Management
Arizona
$487K -$13.4K -273 -3%
GC
1088
Gratus Capital
Georgia
$486K -$54.7K -1,113 -10%
ACM
1089
Azimuth Capital Management
Michigan
$485K -$9.83K -200 -2%
NAG
1090
Northstar Advisory Group
New Jersey
$482K
WPW
1091
Waldron Private Wealth
Pennsylvania
$480K +$7.76K +158 +2%
LW
1092
Linscomb Wealth
Texas
$480K +$25K +509 +5%
ECG
1093
Edge Capital Group
Georgia
$478K -$17.4K -355 -3%
IMOV
1094
Investment Management of Virginia
Virginia
$477K
State Farm Mutual Automobile Insurance
1095
State Farm Mutual Automobile Insurance
Illinois
$477K +$491K +10,000 New
LWA
1096
Lenox Wealth Advisors
New York
$475K +$61.4K +1,250 +14%
CAWM
1097
Capital Advisors Wealth Management
Washington
$474K -$96.5K -1,964 -16%
HI
1098
Hendershot Investments
Virginia
$474K
FC
1099
FORA Capital
Florida
$474K +$488K +9,939 New
NAS
1100
Nicolet Advisory Services
Wisconsin
$473K -$50.9K -1,036 -9%

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.