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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
HIC
1176
Harvey Investment Company
Kentucky
$435K
CG
1177
CFO4Life Group
Texas
$433K -$62.3K -1,391 -14%
DY
1178
Dowling & Yahnke
California
$431K -$81.2K -1,813 -18%
GC
1179
Gilbert & Cook
Iowa
$431K +$26.2K +585 +7%
CIA
1180
Cohen Investment Advisors
New Hampshire
$430K +$448 +10 +0.1%
SWMG
1181
Strategic Wealth Management Group
Maryland
$427K -$10.3K -229 -3%
BW
1182
Bison Wealth
Georgia
$427K +$9.1K +203 +2%
CST
1183
Charles Schwab Trust
Nevada
$426K -$49.4K -1,102 -12%
IA
1184
IFG Advisors
Missouri
$426K
OFW
1185
Omnia Family Wealth
Florida
$425K -$22.3K -498 -6%
MGIA
1186
Moneta Group Investment Advisors
Missouri
$424K +$103K +2,288 +38%
BFG
1187
Bouchey Financial Group
New York
$423K +$627 +14 +0.2%
LSAG
1188
Lake Street Advisors Group
New Hampshire
$423K +$16.8K +375 +5%
IF
1189
IRON Financial
Illinois
$422K +$370K +8,252 New
TFS
1190
TrustCore Financial Services
Tennessee
$419K -$8.24K -184 -2%
FA
1191
Fiducient Advisors
Illinois
$419K +$4.03K +90 +1%
RMC
1192
Resources Management Corp
Connecticut
$418K -$13.4K -300 -4%
SWM
1193
Selective Wealth Management
Virginia
$418K +$119K +2,647 +48%
BBI
1194
Baxter Bros Inc
Connecticut
$416K
MGAM
1195
McGowan Group Asset Management
Texas
$416K +$25.4K +566 +7%
MFW
1196
Meristem Family Wealth
Minnesota
$415K
OBGC
1197
O'Brien Greene & Co
Pennsylvania
$412K
WCAMG
1198
Woodard & Company Asset Management Group
North Carolina
$411K
GC
1199
Grimes & Company
Massachusetts
$411K +$43.2K +964 +14%
WHRC
1200
W.H. Reaves & Co
New Jersey
$409K

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.