We are live on ! Find out more
MO icon

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
NFG
1401
Nadler Financial Group
Illinois
$264K +$54.7K +1,113 +25%
Financial Engines Advisors
1402
Financial Engines Advisors
California
$263K -$39.5K -804 -13%
NWM
1403
Northwest Wealth Management
Iowa
$263K +$271K +5,519 New
BHWM
1404
Bar Harbor Wealth Management
New Hampshire
$262K
9WM
1405
9258 Wealth Management
Ohio
$261K +$24.7K +503 +10%
WFI
1406
West Family Investments
California
$261K +$269K +5,478 New
GHAM
1407
Gilman Hill Asset Management
Connecticut
$258K +$266K +5,410 New
IDA
1408
Intelligence Driven Advisers
California
$258K +$266K +5,415 New
ABTD
1409
Arvest Bank Trust Division
Oklahoma
$258K +$266K +5,419 New
RIG
1410
RiverFront Investment Group
Virginia
$257K +$10.2K +207 +4%
FFC
1411
First Financial Corp
Indiana
$255K -$35.7K -726 -12%
RSWM
1412
Robertson Stephens Wealth Management
California
$255K -$1.13K -23 -0.4%
EA
1413
Ellsworth Advisors
Ohio
$255K
UF
1414
Univest Financial
Pennsylvania
$254K
MS
1415
Madden Securities
Texas
$253K -$2.46K -50 -0.9%
SRIM
1416
Saratoga Research & Investment Management
California
$253K
SMA
1417
Sage Mountain Advisors
Georgia
$253K +$260K +5,297 New
TFO
1418
Tarbox Family Office
California
$252K -$3.1K -63 -1%
ITIM
1419
Indiana Trust & Investment Management
Indiana
$252K +$302K +6,139 New
HBT
1420
Heartland Bank & Trust
Illinois
$251K -$36.8K -750 -12%
RQS
1421
Ramsey Quantitative Systems
Kentucky
$251K +$258K +5,260 New
EIA
1422
Edgemoor Investment Advisors
Maryland
$250K
RTS
1423
Round Table Services
New Jersey
$249K -$2.01K -41 -0.8%
CICI
1424
Capital Investment Counsel Inc
North Carolina
$249K +$22.1K +450 +9%
JC
1425
Jacobs & Co
California
$248K -$49.1K -1,000 -16%

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.