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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
EBSAM
1301
Eubel Brady & Suttman Asset Management
Ohio
$321K -$308K -6,277 -50%
SAM
1302
SP Asset Management
California
$321K -$33K -671 -9%
PWMAG
1303
Pinnacle Wealth Management Advisory Group
New Jersey
$320K +$36.6K +745 +12%
BCA
1304
Berman Capital Advisors
Georgia
$320K +$70.8K +1,441 +27%
SFA
1305
Souders Financial Advisors
Ohio
$319K -$884 -18 -0.3%
AWA
1306
Acorn Wealth Advisors
Michigan
$318K -$16.6K -337 -5%
DJSG
1307
D.J. St. Germain
Massachusetts
$318K -$1.23K -25 -0.4%
NB
1308
Nicolet Bankshares
Wisconsin
$318K -$1.03K -21 -0.3%
BS
1309
Boenning & Scattergood
Pennsylvania
$318K +$98 +2 +0%
EW
1310
Element Wealth
Mississippi
$318K +$6.83K +139 +2%
1SB
1311
1ST Source Bank
Indiana
$318K +$27.1K +552 +9%
LPIC
1312
LeJeune Puetz Investment Counsel
Michigan
$316K
RIM
1313
Rockbridge Investment Management
New York
$316K +$17K +346 +6%
RT
1314
Rockland Trust
Massachusetts
$315K -$14.7K -300 -4%
GW
1315
GW & Wade
Massachusetts
$314K -$57.7K -1,175 -15%
KWMG
1316
King Wealth Management Group
Florida
$313K
OWA
1317
One Wealth Advisors
California
$313K +$14.4K +293 +5%
SCP
1318
Seizert Capital Partners
Michigan
$311K -$4.83M -98,271 -94%
FANJ
1319
Financial Architects (New Jersey)
New Jersey
$311K +$6.34K +129 +2%
SACTSONJ
1320
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$310K -$295K -6,000 -48%
RMC
1321
Resources Management Corp
Connecticut
$309K -$83.5K -1,700 -21%
CBFP
1322
Cedar Brook Financial Partners
Ohio
$308K +$318K +6,469 New
TF
1323
Trek Financial
Arizona
$307K -$41.8K -851 -12%
TAM
1324
Townsend Asset Management
North Carolina
$307K -$29.3K -597 -8%
MMHP
1325
Murphy Middleton Hinkle & Parker
Georgia
$307K

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.