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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
CVM
1101
Cheviot Value Management
California
$472K -$29.1K -592 -6%
TAM
1102
Tocqueville Asset Management
New York
$471K -$2.31K -47 -0.5%
JAM
1103
Jupiter Asset Management
United Kingdom
$469K -$7.1M -144,514 -94%
NFSG
1104
Newbridge Financial Services Group
Florida
$469K -$8.6K -175 -2%
APA
1105
Allegiant Private Advisors
Florida
$468K -$150K -3,045 -24%
AIA
1106
Avalon Investment & Advisory
Texas
$468K +$7.37K +150 +2%
MCA
1107
Magnolia Capital Advisors
Mississippi
$467K +$481K +9,793 New
NG
1108
Northstar Group
New York
$463K -$31.9K -650 -6%
DWM
1109
Doyle Wealth Management
Florida
$463K -$4.62K -94 -1%
AWAP
1110
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$463K +$1.77K +36 +0.4%
GIA
1111
Gladstone Institutional Advisory
Florida
$462K +$270K +5,488 +131%
AI
1112
Accredited Investors
Minnesota
$459K +$6.39K +130 +1%
BFC
1113
Bedel Financial Consulting
Indiana
$458K +$44.2K +900 +10%
EW
1114
Evoke Wealth
California
$458K +$311K +6,329 +204%
EGA
1115
E&G Advisors
Texas
$456K -$470K -9,567 Closed
SFG
1116
Sowa Financial Group
Rhode Island
$456K +$49.3K +1,003 +12%
SSA
1117
Schonfeld Strategic Advisors
New York
$454K -$117K -2,376 -20%
GI
1118
Gradient Investments
Minnesota
$452K -$167K -3,398 -26%
TWA
1119
TCI Wealth Advisors
Arizona
$452K -$34K -691 -7%
UAS
1120
United Asset Strategies
New York
$451K
HFBOT
1121
Home Federal Bank of Tennessee
Tennessee
$450K
FG
1122
Fiduciary Group
Georgia
$449K +$2.46K +50 +0.5%
PPSG
1123
Princeton Portfolio Strategies Group
New Jersey
$448K +$1.62K +33 +0.4%
HIC
1124
Holderness Investments Company
North Carolina
$447K -$8.89K -181 -2%
SP
1125
Successful Portfolios
Florida
$447K +$6.93K +141 +2%

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.