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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
FBFS
1201
First Business Financial Services
Wisconsin
$407K +$15.5K +345 +5%
CPIG
1202
Chicago Partners Investment Group
Illinois
$405K -$269 -6 -0.1%
EIP
1203
Ellis Investment Partners
Pennsylvania
$404K +$7.66K +171 +2%
GSWM
1204
Golden State Wealth Management
California
$401K -$151K -3,361 -30%
PFM
1205
Parsec Financial Management
North Carolina
$400K +$9.81K +219 +3%
TIA
1206
Tandem Investment Advisors
South Carolina
$400K +$52.5K +1,172 +18%
MWM
1207
Merriman Wealth Management
Washington
$400K +$350K +7,812 New
QCG
1208
Quadrant Capital Group
Ohio
$398K +$58.7K +1,309 +20%
IA
1209
Insight Advisors
Pennsylvania
$398K +$72.1K +1,610 +24%
GW
1210
GW & Wade
Massachusetts
$397K +$56.9K +1,269 +20%
PFSC
1211
Peoples Financial Services Corp
Pennsylvania
$396K -$8.96K -200 -3%
SAM
1212
Synergy Asset Management
Washington
$392K +$6.9K +154 +2%
PFGIA
1213
Patriot Financial Group Insurance Agency
Massachusetts
$391K +$11.6K +259 +4%
LOAMS
1214
Lombard Odier Asset Management (Switzerland)
Switzerland
$391K +$343K +7,647 New
PL
1215
Plancorp LLC
Missouri
$390K +$1.97K +44 +0.6%
CPSAC
1216
Chas P. Smith & Associates (CPS)
Florida
$385K -$29.1K -649 -8%
NB
1217
Northwest Bancshares
Pennsylvania
$385K -$15.4K -343 -4%
HTHT
1218
Hemenway Trust Hemenway Trust
New Hampshire
$385K -$9.72K -217 -3%
FTC
1219
Farmers Trust Company
Ohio
$383K -$8.83K -197 -3%
GIP
1220
Greatmark Investment Partners
Georgia
$383K
QVT
1221
Quantitative Value Technologies
Kansas
$383K +$335K +7,485 New
APWM
1222
Atlas Private Wealth Management
New York
$381K -$64.3K -1,435 -16%
FCA
1223
FLC Capital Advisors
California
$381K
PIA
1224
Pinion Investment Advisors
Kansas
$381K +$15.4K +343 +5%
LWM
1225
Laidlaw Wealth Management
New York
$380K -$63K -1,406 -16%

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.