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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
MA
1351
MONECO Advisors
Connecticut
$294K +$4.32K +88 +1%
AWM
1352
Aberdeen Wealth Management
Illinois
$293K
ESBC
1353
E.S. Barr & Co
Kentucky
$293K +$73.1K +1,487 +32%
PP
1354
Pegasus Partners
Wisconsin
$291K -$186K -3,795 -38%
S
1355
swisspartners
Liechtenstein
$291K -$1.47K -30 -0.5%
BCAM
1356
Boston Common Asset Management
Massachusetts
$291K +$19.4K +395 +7%
FNBOO
1357
First National Bank of Omaha
Nebraska
$290K
SCM
1358
Silvant Capital Management
Georgia
$290K
MWM
1359
Minot Wealth Management
Massachusetts
$288K +$26.5K +539 +10%
SFS
1360
Summit Financial Strategies
Ohio
$288K +$297K +6,044 New
SWP
1361
Summit Wealth Partners
Florida
$288K +$21.6K +439 +8%
SFG
1362
Sovereign Financial Group
Connecticut
$285K
TA
1363
Tectonic Advisors
Texas
$285K +$58.9K +1,199 +25%
AWM
1364
Apollon Wealth Management
South Carolina
$284K +$11.4K +233 +4%
JMF
1365
Johnson Midwest Financial
Iowa
$283K +$4.82K +98 +2%
AF
1366
AtlasMark Financial
Texas
$282K
FCFC
1367
First Citizens Financial Corp
Iowa
$282K -$4.91K -100 -2%
MAG
1368
Mayfair Advisory Group
Alabama
$282K +$18.3K +372 +7%
EN1L
1369
Engine No 1 LLC
California
$282K +$290K +5,906 New
KFGK
1370
Keystone Financial Group (Kentucky)
Kentucky
$281K -$11.3K -231 -4%
CCA
1371
Cobblestone Capital Advisors
New York
$281K -$1.47K -30 -0.5%
CA
1372
Claro Advisors
Massachusetts
$281K -$295 -6 -0.1%
PK
1373
Pflug Koory
Nebraska
$280K +$7.37K +150 +3%
CAN
1374
Claraphi Advisory Network
United States
$279K -$8.06K -164 -3%
DW
1375
Domani Wealth
Pennsylvania
$279K -$540 -11 -0.2%

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.