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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
WCAMG
1201
Woodard & Company Asset Management Group
North Carolina
$383K
CRWM
1202
Castle Rock Wealth Management
California
$383K +$25K +508 +7%
LWM
1203
Laidlaw Wealth Management
New York
$383K +$28.9K +588 +8%
WHRC
1204
W.H. Reaves & Co
New Jersey
$381K
FBFS
1205
First Business Financial Services
Wisconsin
$380K
QT
1206
Quantamental Technologies
New York
$380K +$391K +7,963 New
MWM
1207
Meridian Wealth Management
Kentucky
$378K -$145K -2,950 -27%
CB
1208
Community Bank
New York
$378K -$121K -2,470 -24%
Jones Financial Companies
1209
Jones Financial Companies
Missouri
$377K -$65.4K -1,332 -14%
CA
1210
Continuum Advisory
Idaho
$376K +$387K +7,877 New
SCM
1211
Schnieders Capital Management
California
$375K -$52.4K -1,066 -12%
DY
1212
Dowling & Yahnke
California
$375K -$27.4K -557 -7%
SCA
1213
Stonebridge Capital Advisors
Minnesota
$375K +$181K +3,683 +95%
PFM
1214
Parsec Financial Management
North Carolina
$374K +$1.23K +25 +0.3%
American Century Companies
1215
American Century Companies
Missouri
$371K -$52.9K -1,077 -12%
EIP
1216
Ellis Investment Partners
Pennsylvania
$370K -$6.39K -130 -2%
ATPW
1217
Ashton Thomas Private Wealth
Arizona
$370K +$149K +3,034 +64%
PFSC
1218
Peoples Financial Services Corp
Pennsylvania
$369K
CPSAC
1219
Chas P. Smith & Associates (CPS)
Florida
$369K +$10.4K +211 +3%
BWA
1220
BDO Wealth Advisors
Florida
$368K +$47.3K +962 +14%
KOMWMG
1221
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$368K +$71.7K +1,459 +23%
MS
1222
Maven Securities
Jersey
$368K +$380K +7,725 New
TIA
1223
Tandem Investment Advisors
South Carolina
$366K -$7.71K -157 -2%
VCG
1224
Vantage Consulting Group
Virginia
$366K +$101K +2,055 +37%
LOAMS
1225
Lombard Odier Asset Management (Switzerland)
Switzerland
$365K

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.