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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
CTI
1226
Community Trust & Investment
Kentucky
$364K +$375K +7,625 New
AWA
1227
Arkadios Wealth Advisors
Georgia
$363K -$1.06M -21,476 -74%
IA
1228
Icon Advisers
Colorado
$362K -$889K -18,100 -70%
BFA
1229
Beaumont Financial Advisors
Massachusetts
$362K +$373K +7,585 New
HBT
1230
Hills Bank & Trust
Iowa
$361K +$47.2K +960 +15%
NB
1231
Northwest Bancshares
Pennsylvania
$359K
FCA
1232
FLC Capital Advisors
California
$359K +$3.93K +80 +1%
PIA
1233
Pinion Investment Advisors
Kansas
$359K +$3.93K +80 +1%
CG
1234
CFO4Life Group
Texas
$358K -$47.8K -973 -11%
HTHT
1235
Hemenway Trust Hemenway Trust
New Hampshire
$358K
PJSIMP
1236
P.J. Schmidt Investment Management (PJS)
Wisconsin
$358K +$49 +1 +0%
WA
1237
Wambolt & Associates
Colorado
$358K +$25.7K +524 +8%
IAM
1238
Infusive Asset Management
New York
$355K -$54.3K -1,105 -13%
APWM
1239
Atlas Private Wealth Management
New York
$355K
AFS
1240
Access Financial Services
Minnesota
$355K +$365K +7,439 New
CA
1241
Callahan Advisors
Texas
$354K +$7.62K +155 +2%
ARC
1242
Advisor Resource Council
Texas
$353K +$363K +7,386 New
MA
1243
MCF Advisors
Kentucky
$352K +$110K +2,235 +43%
SAMC
1244
Spectrum Asset Management (California)
California
$351K
PTP
1245
Platform Technology Partners
New York
$351K +$362K +7,364 New
PL
1246
Plancorp LLC
Missouri
$349K -$14.7K -300 -4%
MHIC
1247
Marble Harbor Investment Counsel
Massachusetts
$349K -$2.46K -50 -0.7%
CFSG
1248
Clark Financial Services Group
Missouri
$349K +$13.7K +278 +4%
DHFB
1249
Dixon Hubard Feinour & Brown
Virginia
$348K -$456K -9,271 -56%
ICM
1250
IMS Capital Management
Oregon
$348K -$1.08K -22 -0.3%

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.