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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
CCM
1276
Condor Capital Management
New Jersey
$334K -$14.7K -300 -4%
NMIMC
1277
Northwestern Mutual Investment Management Company
Wisconsin
$334K -$884 -18 -0.3%
KB
1278
Kimelman & Baird
New York
$333K +$343K +6,978 New
OC
1279
Oarsman Capital
Wisconsin
$332K
HWA
1280
HHM Wealth Advisors
Tennessee
$332K +$14.6K +298 +4%
EWM
1281
EPG Wealth Management
Georgia
$331K +$26.6K +542 +8%
DIM
1282
Delta Investment Management
California
$331K +$82.4K +1,678 +32%
MCP
1283
Mirador Capital Partners
California
$330K -$13K -264 -4%
AIP
1284
Ahrens Investment Partners
Louisiana
$330K +$18.6K +379 +6%
ER
1285
Enlightenment Research
Florida
$329K -$759K -15,451 -69%
JSL
1286
JT Stratford LLC
Georgia
$328K -$137K -2,797 -29%
COI
1287
Connable Office Inc
Michigan
$328K
PA
1288
Procyon Advisors
Connecticut
$328K +$53.2K +1,083 +19%
PB
1289
Pinnacle Bancorp
Nebraska
$327K
FIM
1290
Freedom Investment Management
Connecticut
$327K +$108K +2,201 +47%
VDI
1291
Vaughan David Investments
Illinois
$326K -$18.1K -368 -5%
CFS
1292
CRA Financial Services
New Jersey
$326K +$6.58K +134 +2%
WTFG
1293
Wells Trecaso Financial Group
Ohio
$326K +$9.53K +194 +3%
CCM
1294
Chiron Capital Management
Florida
$324K -$83.5K -1,700 -20%
GIA
1295
Guyasuta Investment Advisors
Pennsylvania
$324K
ALAM
1296
Asahi Life Asset Management
Japan
$323K -$359K -7,310 -52%
SHWM
1297
Smith & Howard Wealth Management
Georgia
$323K +$93.1K +1,895 +39%
AWM
1298
Accurate Wealth Management
Florida
$323K +$332K +6,767 New
HIP
1299
HUB Investment Partners
Texas
$322K -$95.6K -1,946 -22%
STA
1300
Summit Trail Advisors
New York
$322K +$2.06K +42 +0.6%

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.