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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
FFG
1251
Frisch Financial Group
New York
$359K +$6.14K +137 +2%
OC
1252
Oarsman Capital
Wisconsin
$357K -$8.96K -200 -3%
CFO
1253
CVA Family Office
Colorado
$357K +$135K +3,005 +76%
WA
1254
Wambolt & Associates
Colorado
$355K -$5.24K -117 -2%
SAM
1255
SP Asset Management
California
$354K +$5.56K +124 +2%
BMO
1256
Beck Mack & Oliver
New York
$353K -$185K -4,125 -37%
RT
1257
Rockland Trust
Massachusetts
$353K +$5.87K +131 +2%
COI
1258
Connable Office Inc
Michigan
$352K -$47K -1,048 -13%
RG
1259
Rikoon Group
New Mexico
$352K
PJSIMP
1260
P.J. Schmidt Investment Management (PJS)
Wisconsin
$351K +$1.84K +41 +0.5%
PB
1261
Pinnacle Bancorp
Nebraska
$351K +$6.72K +150 +2%
TBA
1262
Tower Bridge Advisors
Pennsylvania
$350K -$11.5K -257 -4%
WMA
1263
Wealth Management Associates
New Jersey
$349K -$13.3K -296 -4%
GIA
1264
Guyasuta Investment Advisors
Pennsylvania
$348K
TIM
1265
Total Investment Management
Arizona
$347K +$402K +8,973 New
CRWM
1266
Castle Rock Wealth Management
California
$346K +$43.9K +979 +15%
BWA
1267
BDO Wealth Advisors
Florida
$346K +$133K +2,976 +79%
GGI
1268
Godsey & Gibb Inc
Virginia
$345K +$34.3K +765 +13%
CIA
1269
Choate Investment Advisors
Massachusetts
$344K -$23.3K -521 -7%
DJSG
1270
D.J. St. Germain
Massachusetts
$343K -$37.8K -843 -11%
SFA
1271
Souders Financial Advisors
Ohio
$343K
CFS
1272
CRA Financial Services
New Jersey
$342K -$47K -1,050 -14%
STA
1273
Summit Trail Advisors
New York
$342K -$21.9K -488 -7%
NB
1274
Nicolet Bankshares
Wisconsin
$342K -$2.06K -46 -0.7%
BS
1275
Boenning & Scattergood
Pennsylvania
$341K +$63K +1,405 +27%

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.