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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
SFG
1376
Sovereign Financial Group
Connecticut
$285K +$250K +5,577 New
WPIC
1377
White Pine Investment Company
Michigan
$284K -$1.17K -26 -0.5%
SFG
1378
Summit Financial Group
West Virginia
$282K
MAG
1379
Mayfair Advisory Group
Alabama
$282K +$2.38K +53 +1%
BHWM
1380
Bar Harbor Wealth Management
New Hampshire
$281K
NEWAS
1381
N.E.W. Advisory Services
Wisconsin
$277K -$8.74K -195 -3%
BSSFA
1382
Baron Silver Stevens Financial Advisors
Florida
$277K +$1.7K +38 +0.7%
CT
1383
Clearstead Trust
Maine
$276K -$25.7K -573 -10%
MS
1384
Madden Securities
Texas
$274K -$89.8K -2,005 -27%
TFO
1385
Tarbox Family Office
California
$274K
EA
1386
Ellsworth Advisors
Ohio
$274K +$1.12K +25 +0.5%
RSWM
1387
Robertson Stephens Wealth Management
California
$274K +$237K +5,284 New
UF
1388
Univest Financial
Pennsylvania
$273K
OBWG
1389
Onyx Bridge Wealth Group
New York
$272K -$1.07K -24 -0.4%
WIC
1390
Woodmont Investment Counsel
Tennessee
$272K +$8.96K +200 +4%
SRIM
1391
Saratoga Research & Investment Management
California
$271K
WGA
1392
Weather Gauge Advisory
Virginia
$270K -$59.3K -1,324 -20%
DIM
1393
Delta Investment Management
California
$270K -$23.9K -533 -9%
RTS
1394
Round Table Services
New Jersey
$269K +$1.25K +28 +0.5%
CWP
1395
Concord Wealth Partners
Virginia
$269K +$17.1K +382 +8%
BCA
1396
Berman Capital Advisors
Georgia
$269K +$45.4K +1,013 +24%
VC
1397
Vicus Capital
Pennsylvania
$269K +$235K +5,253 New
EIA
1398
Edgemoor Investment Advisors
Maryland
$268K
RCM
1399
RB Capital Management
Nevada
$266K -$24.6K -550 -10%
AIM
1400
Aspen Investment Management
Michigan
$266K

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.