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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
CT
1376
Clearstead Trust
Maine
$277K -$135K -2,748 -51%
WDA
1377
Wendell David Associates
New Hampshire
$277K
1WM
1378
1900 Wealth Management
Texas
$277K +$13.3K +270 +5%
TAIM
1379
TD Ameritrade Investment Management
Nebraska
$276K -$23.4K -476 -8%
GC
1380
Garde Capital
Washington
$275K +$197 +4 +0.1%
AWA
1381
ARS Wealth Advisors
Florida
$275K +$30K +610 +12%
TFA
1382
Teamwork Financial Advisors
Texas
$275K +$283K +5,758 New
PS
1383
Planned Solutions
California
$273K +$1.47K +30 +0.5%
CC
1384
Cannell & Co
New York
$272K -$12.8K -260 -4%
AC
1385
Abbrea Capital
California
$272K
PLFAM
1386
Pineno Levin & Ford Asset Management
Virginia
$272K
NAM
1387
NTV Asset Management
West Virginia
$270K
SG
1388
Stonnington Group
California
$269K
NDSI
1389
Newman Dignan & Sheerar Inc
Rhode Island
$268K -$934 -19 -0.3%
GWMIA
1390
Global Wealth Management Investment Advisory
Florida
$267K -$1.08K -22 -0.4%
BCM
1391
Bienville Capital Management
New York
$267K
GTCM
1392
Gyon Technologies Capital Management
New Jersey
$267K +$275K +5,590 New
WCM
1393
Whitener Capital Management
North Carolina
$265K -$4.91K -100 -2%
CTA
1394
Colonial Trust Advisors
South Carolina
$265K
FBC
1395
Fairfield, Bush & Co
Connecticut
$265K
WPIC
1396
White Pine Investment Company
Michigan
$265K
DBT
1397
Dubuque Bank & Trust
Iowa
$264K -$26.5K -539 -9%
EWM
1398
Evermay Wealth Management
Virginia
$264K -$5.99K -122 -2%
TFA
1399
Toth Financial Advisory
Virginia
$264K -$5.06K -103 -2%
VWA
1400
V Wealth Advisors
Kansas
$264K +$34K +691 +14%

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.