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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
KFGK
1326
Keystone Financial Group (Kentucky)
Kentucky
$313K -$94.6K -2,111 -26%
1SB
1327
1ST Source Bank
Indiana
$313K -$22K -490 -7%
KTA
1328
Keeley-Teton Advisors
Illinois
$313K
DBT
1329
Dubuque Bank & Trust
Iowa
$312K -$9.68K -216 -3%
FFC
1330
First Financial Corp
Indiana
$311K +$26.9K +600 +11%
MA
1331
MONECO Advisors
Connecticut
$311K +$37.6K +838 +16%
SCM
1332
Silvant Capital Management
Georgia
$310K
FM
1333
Family Management
New York
$309K -$9.81K -219 -3%
FCFC
1334
First Citizens Financial Corp
Iowa
$308K
CAN
1335
Claraphi Advisory Network
United States
$308K +$270K +6,023 New
CIC
1336
Carnegie Investment Counsel
Ohio
$307K -$76.7K -1,712 -22%
HBT
1337
Heartland Bank & Trust
Illinois
$307K -$6.54K -146 -2%
CC
1338
Cannell & Co
New York
$306K -$105K -2,350 -28%
PWMAG
1339
Pinnacle Wealth Management Advisory Group
New Jersey
$305K -$39.4K -880 -13%
CCA
1340
Cobblestone Capital Advisors
New York
$303K -$10.3K -230 -4%
AF
1341
AtlasMark Financial
Texas
$303K
CA
1342
Claro Advisors
Massachusetts
$302K +$7.98K +178 +3%
AIP
1343
Almanack Investment Partners
Pennsylvania
$302K +$260K +5,798 New
DW
1344
Domani Wealth
Pennsylvania
$300K +$493 +11 +0.2%
JMF
1345
Johnson Midwest Financial
Iowa
$298K +$81.4K +1,816 +45%
PA
1346
Procyon Advisors
Connecticut
$297K -$93.2K -2,081 -26%
WDA
1347
Wendell David Associates
New Hampshire
$297K
KFA
1348
Kelleher Financial Advisors
New York
$296K
SIS
1349
Sound Income Strategies
Florida
$295K -$143K -3,188 -36%
GC
1350
Garde Capital
Washington
$294K +$1.61K +36 +0.6%

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.