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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
TFGT
1326
TS Financial Group (TSFG)
Illinois
$307K +$639 +13 +0.2%
BBA
1327
BLB&B Advisors
Pennsylvania
$306K -$2.46K -50 -0.8%
MA
1328
Mezzasalma Advisors
New Jersey
$306K
CIC
1329
Carnegie Investment Counsel
Ohio
$306K +$22.4K +455 +8%
KPW
1330
Kore Private Wealth
New York
$306K +$316K +6,428 New
TWP
1331
Tempus Wealth Planning
California
$305K
BMO
1332
Beck Mack & Oliver
New York
$304K -$25.8K -525 -8%
BSSFA
1333
Baron Silver Stevens Financial Advisors
Florida
$304K +$47.4K +965 +18%
IA
1334
Insight Advisors
Pennsylvania
$303K -$96.6K -1,966 -24%
PIMG
1335
Patriot Investment Management Group
Tennessee
$303K +$8.25K +168 +3%
BA
1336
Bristlecone Advisors
Washington
$302K +$3.24K +66 +1%
WB
1337
Webster Bank
Connecticut
$301K -$4.42K -90 -1%
PCP
1338
Proficio Capital Partners
Massachusetts
$300K -$3.98K -81 -1%
WA
1339
WealthTrust Axiom
Pennsylvania
$300K +$344 +7 +0.1%
CNC
1340
Citizens & Northern Corp
Pennsylvania
$298K
TBA
1341
Tower Bridge Advisors
Pennsylvania
$298K -$29.5K -600 -9%
CCFCSB
1342
Cape Cod Five Cents Savings Bank
Massachusetts
$297K -$9.83K -200 -3%
MSS
1343
Mitchell Sinkler & Starr
Pennsylvania
$297K
FMC
1344
First Merchants Corp
Indiana
$296K -$527K -10,730 -63%
ACP
1345
Aveo Capital Partners
Colorado
$296K -$1.28K -26 -0.4%
AF
1346
Arrow Financial
New York
$296K
OCPWS
1347
One Charles Private Wealth Services
Massachusetts
$296K +$306K +6,218 New
FMP
1348
Financial Management Professionals
Texas
$295K -$4.82K -98 -2%
WP
1349
WMS Partners
Maryland
$295K +$1.82K +37 +0.6%
LWP
1350
Legacy Wealth Planning
Nevada
$294K

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.