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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
GF
1151
Gries Financial
Ohio
$434K -$1.62K -33 -0.4%
BWP
1152
Baldwin Wealth Partners
Massachusetts
$434K
ACG
1153
Allen Capital Group
Nebraska
$434K +$1.82K +37 +0.4%
CCWA
1154
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$433K +$446K +9,085 New
KIA
1155
KCM Investment Advisors
California
$431K -$129K -2,618 -22%
FTDI
1156
First Trust Direct Indexing
Massachusetts
$430K +$443K +9,015 New
NSEDCP
1157
NJ State Employees Deferred Compensation Plan
New Jersey
$429K
ACS
1158
Archford Capital Strategies
Illinois
$429K +$13K +265 +3%
ACI
1159
Alpha Cubed Investments
California
$429K +$115K +2,337 +35%
EDRIA
1160
Edmonds Duncan Registered Investment Advisors
Kansas
$428K
CPA
1161
Court Place Advisors
Maryland
$426K
WDG
1162
Wealth Dimensions Group
Ohio
$424K +$9.14K +186 +2%
AR
1163
Advisory Research
Illinois
$423K
GD
1164
Grandfield & Dodd
New York
$420K
UBV
1165
United Bank (Virginia)
Virginia
$418K -$41K -835 -9%
PWPS
1166
Pinnacle Wealth Planning Services
Ohio
$418K +$5.16K +105 +1%
GC
1167
Gilbert & Cook
Iowa
$416K +$15.2K +309 +4%
BFG
1168
Bouchey Financial Group
New York
$416K +$22.7K +462 +6%
SFWA
1169
Summit Financial Wealth Advisors
Louisiana
$416K +$429K +8,732 New
SIS
1170
Sound Income Strategies
Florida
$415K +$144K +2,934 +51%
CPIG
1171
Chicago Partners Investment Group
Illinois
$414K +$6.39K +130 +2%
JF
1172
Jump Financial
Illinois
$413K -$111K -2,253 -21%
CA
1173
Calton & Associates
Florida
$413K -$9.43K -192 -2%
AFG
1174
Albion Financial Group
Utah
$413K +$426K +8,672 New
LSAG
1175
Lake Street Advisors Group
New Hampshire
$411K +$12.8K +260 +3%

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.