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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
AR
1151
Advisory Research
Illinois
$454K -$934K -20,844 -70%
FG
1152
Fiduciary Group
Georgia
$453K +$13.4K +300 +3%
American Century Companies
1153
American Century Companies
Missouri
$453K +$32K +715 +9%
CA
1154
Calton & Associates
Florida
$452K -$75.9K -1,693 -16%
ACS
1155
Archford Capital Strategies
Illinois
$451K -$1.38M -30,773 -78%
GD
1156
Grandfield & Dodd
New York
$450K
PCM
1157
Parsons Capital Management
Rhode Island
$449K +$394K +8,786 New
TW
1158
Transform Wealth
Colorado
$447K +$24.1K +538 +7%
WDG
1159
Wealth Dimensions Group
Ohio
$446K
LWA
1160
Lenox Wealth Advisors
New York
$446K +$391K +8,720 New
HIP
1161
HUB Investment Partners
Texas
$445K -$124K -2,766 -24%
BFC
1162
Bedel Financial Consulting
Indiana
$445K +$1.79K +40 +0.5%
FFBTD
1163
First Financial Bank - Trust Division
Ohio
$445K +$80K +1,785 +26%
PWPS
1164
Pinnacle Wealth Planning Services
Ohio
$443K +$58.1K +1,297 +18%
CFG
1165
Compton Financial Group
Maryland
$442K
LI
1166
Lafayette Investments
Maryland
$442K
TW
1167
Towerpoint Wealth
California
$441K
SIC
1168
Shoker Investment Counsel
Ohio
$439K +$385K +8,589 New
SFG
1169
Sowa Financial Group
Rhode Island
$438K -$12.6K -281 -3%
GP
1170
Girard Partners
Pennsylvania
$437K -$27K -602 -7%
IAM
1171
Infusive Asset Management
New York
$437K +$46.3K +1,033 +14%
ACA
1172
Aptus Capital Advisors
Alabama
$436K +$4.62K +103 +1%
CPA
1173
Clear Perspective Advisors
Illinois
$436K +$9.37K +209 +3%
RWB
1174
RMR Wealth Builders
New Jersey
$436K +$92K +2,054 +32%
CCM
1175
Chiron Capital Management
Florida
$435K -$870K -19,421 -70%

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.