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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
BA
1301
Birinyi Associates
Connecticut
$325K -$134K -3,000 -32%
Financial Engines Advisors
1302
Financial Engines Advisors
California
$324K -$57K -1,272 -17%
FVCM
1303
F&V Capital Management
Florida
$322K -$109K -2,430 -28%
FMP
1304
Financial Management Professionals
Texas
$322K +$4.39K +98 +2%
WWMSC
1305
Wagner Wealth Management (South Carolina)
South Carolina
$322K +$282K +6,286 New
RIM
1306
Rockbridge Investment Management
New York
$321K -$130K -2,902 -32%
BA
1307
Bristlecone Advisors
Washington
$321K -$7.21K -161 -3%
WA
1308
WealthTrust Axiom
Pennsylvania
$321K
KOMWMG
1309
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$321K +$62.6K +1,397 +29%
OWA
1310
One Wealth Advisors
California
$321K +$281K +6,270 New
CNC
1311
Citizens & Northern Corp
Pennsylvania
$320K -$40.3K -900 -13%
AF
1312
Arrow Financial
New York
$319K -$22.4K -500 -7%
ACP
1313
Aveo Capital Partners
Colorado
$319K +$279K +6,236 New
WA
1314
Wealth Alliance
New York
$318K -$191K -4,271 -41%
MSS
1315
Mitchell Sinkler & Starr
Pennsylvania
$318K
IA
1316
IAM Advisory
Pennsylvania
$318K +$314 +7 +0.1%
JC
1317
Jacobs & Co
California
$317K
TCOT
1318
Trust Company of Toledo
Ohio
$317K +$277K +6,190 New
LWP
1319
Legacy Wealth Planning
Nevada
$316K -$5.38K -120 -2%
PIMG
1320
Patriot Investment Management Group
Tennessee
$316K +$278K +6,193 New
WI
1321
WBI Investments
New Jersey
$315K -$1.26M -28,134 -82%
EGM
1322
Engineers Gate Manager
New York
$315K -$342K -7,640 -55%
AWM
1323
Aberdeen Wealth Management
Illinois
$315K -$10.5K -235 -4%
WP
1324
WMS Partners
Maryland
$314K -$17.1K -382 -6%
S
1325
swisspartners
Liechtenstein
$314K -$2.24K -50 -0.8%

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.