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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
BMCM
1176
Burns Matteson Capital Management
New York
$409K +$422K +8,588 New
CPC
1177
Congress Park Capital
New York
$408K -$885K -18,018 -68%
HAS
1178
HBW Advisory Services
California
$407K +$99K +2,016 +31%
HIC
1179
Harvey Investment Company
Kentucky
$405K
IA
1180
IFG Advisors
Missouri
$404K +$7.37K +150 +2%
OFW
1181
Omnia Family Wealth
Florida
$401K +$4.47K +91 +1%
MCM
1182
Manchester Capital Management
Vermont
$401K +$201K +4,100 +95%
CIA
1183
Cohen Investment Advisors
New Hampshire
$400K -$1.08K -22 -0.3%
QCG
1184
Quadrant Capital Group
Ohio
$399K +$28.8K +586 +8%
PFS
1185
Physicians Financial Services
North Carolina
$397K -$56.6K -1,151 -12%
WQ
1186
Wealth Quarterback
New Jersey
$397K +$408K +8,309 New
SAM
1187
Synergy Asset Management
Washington
$395K +$30.8K +627 +8%
GP
1188
Girard Partners
Pennsylvania
$394K -$13.1K -266 -3%
PCM
1189
Perritt Capital Management
Illinois
$394K +$406K +8,261 New
FLPIM
1190
F.L. Putnam Investment Management
Massachusetts
$393K -$100K -2,039 -20%
GSWM
1191
Golden State Wealth Management
California
$393K +$20.2K +412 +5%
TFS
1192
TrustCore Financial Services
Tennessee
$391K +$49 +1 +0%
SSW
1193
Smith Shellnut Wilson
Mississippi
$389K -$64.9K -1,320 -14%
CPA
1194
Clear Perspective Advisors
Illinois
$389K -$17.9K -364 -4%
MGAM
1195
McGowan Group Asset Management
Texas
$388K +$983 +20 +0.2%
FP
1196
Financial Perspectives
Minnesota
$388K -$20M -407,795 -98%
GC
1197
Grimes & Company
Massachusetts
$387K +$2.85K +58 +0.7%
FA
1198
Fiducient Advisors
Illinois
$386K -$4.42K -90 -1%
OBGC
1199
O'Brien Greene & Co
Pennsylvania
$384K
RCA
1200
Ranch Capital Advisors
Florida
$384K +$149K +3,023 +60%

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.