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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
MHIC
1226
Marble Harbor Investment Counsel
Massachusetts
$377K -$35.8K -800 -10%
SAMC
1227
Spectrum Asset Management (California)
California
$377K +$4.53K +101 +1%
PP
1228
PDS Planning
Ohio
$377K +$10.4K +233 +3%
ICM
1229
IMS Capital Management
Oregon
$374K -$338K -7,554 -51%
DWT
1230
Dorsey & Whitney Trust
South Dakota
$374K -$38.3K -854 -10%
CCM
1231
Condor Capital Management
New Jersey
$374K -$1.12K -25 -0.3%
AC
1232
Avestar Capital
New York
$373K -$305K -6,800 -46%
TF
1233
Trek Financial
Arizona
$373K +$326K +7,285 New
CA
1234
Callahan Advisors
Texas
$372K -$2.02K -45 -0.6%
SFS
1235
Strategic Financial Services
New York
$371K +$851 +19 +0.3%
SWA
1236
Sax Wealth Advisors
New Jersey
$371K +$85.2K +1,901 +35%
VDI
1237
Vaughan David Investments
Illinois
$369K
MCP
1238
Mirador Capital Partners
California
$368K +$322K +7,188 New
FMII
1239
Farmers & Merchants Investments Inc
Nebraska
$367K
CG
1240
Clarus Group
Texas
$366K +$8.96K +200 +3%
CL
1241
COWA LLC
Oklahoma
$366K +$124K +2,760 +63%
CCM
1242
Carlson Capital Management
Minnesota
$363K +$2.2K +49 +0.7%
CCP
1243
Cardan Capital Partners
Colorado
$362K
IFWM
1244
Institute for Wealth Management
Colorado
$362K +$269 +6 +0.1%
NMIMC
1245
Northwestern Mutual Investment Management Company
Wisconsin
$360K -$547K -12,215 -63%
TAM
1246
Townsend Asset Management
North Carolina
$360K -$314 -7 -0.1%
MA
1247
MJP Associates
Connecticut
$360K
CFSG
1248
Clark Financial Services Group
Missouri
$360K +$315K +7,038 New
CT
1249
Coastline Trust
Rhode Island
$359K
AWA
1250
Acorn Wealth Advisors
Michigan
$359K +$3.14K +70 +1%

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.