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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
PFA
1126
Pinnacle Family Advisors
Missouri
$447K +$462K +9,399 New
BA
1127
Birinyi Associates
Connecticut
$446K +$147K +3,000 +47%
EAM
1128
Erste Asset Management
Austria
$445K +$319K +6,483 +214%
FMT
1129
First Mercantile Trust
Tennessee
$445K +$257K +5,239 +128%
PWSG
1130
Pacific Wealth Strategies Group
California
$444K
SWM
1131
Selective Wealth Management
Virginia
$444K +$56.5K +1,150 +14%
CFIA
1132
Cantor Fitzgerald Investment Advisors
New York
$444K +$458K +9,315 New
MFS
1133
Mirabella Financial Services
United Kingdom
$443K -$943K -19,188 -67%
CAI
1134
Capital Advisors Inc
Oklahoma
$443K -$9.24K -188 -2%
FCA
1135
FinTrust Capital Advisors
South Carolina
$443K +$6.14K +125 +1%
MGIA
1136
Moneta Group Investment Advisors
Missouri
$443K +$49.3K +1,003 +12%
BCP
1137
Berkeley Capital Partners
Georgia
$442K -$73.7K -1,501 -14%
QVT
1138
Quantitative Value Technologies
Kansas
$442K +$87.3K +1,777 +24%
IAP
1139
Indie Asset Partners
Indiana
$441K -$85.6K -1,742 -16%
CFG
1140
Compton Financial Group
Maryland
$441K +$29.7K +604 +7%
FBA
1141
Front Barnett Associates
Illinois
$440K -$4.91K -100 -1%
BBI
1142
Baxter Bros Inc
Connecticut
$439K -$12.8K -260 -6%
TW
1143
Transform Wealth
Colorado
$439K +$22.8K +464 +5%
CC
1144
Claybrook Capital
Massachusetts
$437K -$1.4M -28,428 -76%
ACA
1145
Aptus Capital Advisors
Alabama
$437K +$31.7K +645 +8%
SFG
1146
SevenBridge Financial Group
Pennsylvania
$437K +$239K +4,872 +113%
BBNA
1147
Bremer Bank National Association
Minnesota
$436K -$24K -489 -5%
FIA
1148
Foundations Investment Advisors
Arizona
$436K -$16.3K -331 -3%
TW
1149
Towerpoint Wealth
California
$436K +$25.8K +525 +6%
VSWA
1150
Vontobel Swiss Wealth Advisors
Switzerland
$435K -$98.8K -2,010 -18%

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.