We are live on ! Find out more
MO icon

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
RVPG
1101
Relative Value Partners Group
$513K +$442K +9,861 New
NFSG
1102
Newbridge Financial Services Group
Florida
$512K -$48.9K -1,092 -10%
IMOV
1103
Investment Management of Virginia
Virginia
$512K
SLF
1104
Sun Life Financial
Ontario, Canada
$511K +$47K +1,049 +12%
OWIM
1105
Old West Investment Management
California
$511K +$448K +10,000 New
IF
1106
Intrua Financial
Texas
$510K +$206K +4,588 +74%
HI
1107
Hendershot Investments
Virginia
$509K
PCA
1108
Personal Capital Advisors
California
$508K -$150K -3,349 -25%
TAM
1109
Tocqueville Asset Management
New York
$508K -$13.6K -304 -3%
PP
1110
Pegasus Partners
Wisconsin
$507K -$270K -6,020 -38%
FWM
1111
Foresight Wealth Management
Utah
$506K +$144K +3,211 +48%
SW
1112
SkyOak Wealth
Michigan
$504K
FRM
1113
Fox Run Management
Connecticut
$504K +$442K +9,858 New
DWM
1114
Doyle Wealth Management
Florida
$502K -$105K -2,340 -19%
SWM
1115
Salvus Wealth Management
New Jersey
$501K +$27.8K +620 +7%
WPW
1116
Waldron Private Wealth
Pennsylvania
$497K -$101K -2,245 -19%
AIA
1117
Avalon Investment & Advisory
Texas
$495K -$20.3M -454,036 -98%
AWAP
1118
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$495K -$6.9K -154 -2%
JSL
1119
JT Stratford LLC
Georgia
$495K +$6.18K +138 +1%
BBNA
1120
Bremer Bank National Association
Minnesota
$493K -$49.6K -1,106 -10%
UBV
1121
United Bank (Virginia)
Virginia
$492K
KFA
1122
Krane Funds Advisors
New York
$492K +$431K +9,612 New
WAOI
1123
Wealth Advisors of Iowa
Iowa
$490K +$429K +9,577 New
EGA
1124
E&G Advisors
Texas
$489K -$129K -2,889 -23%
HIC
1125
Holderness Investments Company
North Carolina
$489K +$2.73K +61 +0.6%

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.