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Altria Group

1,705 hedge funds and large institutions have $49.4B invested in Altria Group in 2021 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 715 increasing their positions, 607 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 607

7% more call options, than puts

Call options by funds: $626M | Put options by funds: $585M

0.37% less ownership

Funds ownership: 59.34%58.97% (-0.37%)

2% less funds holding

Funds holding: 1,7461,705 (-41)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

5% less capital invested

Capital invested by funds: $52.2B → $49.4B (-$2.78B)

12% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 112

Holders
1,705
Holders Change
-41
Holders Change %
-2.35%
% of All Funds
29.84%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
99
Increased
715
Reduced
607
Closed
112
Calls
$626M
Puts
$585M
Net Calls
+$41.1M
Net Calls Change
-$70.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
1401
HYA Advisors
Missouri
$241K +$2.99K +62 +1%
SWA
1402
Sutton Wealth Advisors
Florida
$240K +$8.11K +168 +3%
BOPW
1403
Brandywine Oak Private Wealth
Pennsylvania
$240K +$15.7K +326 +7%
HBT
1404
Heartland Bank & Trust
Illinois
$239K
EIA
1405
Edgemoor Investment Advisors
Maryland
$238K
KCM
1406
Kathmere Capital Management
Pennsylvania
$238K +$252K +5,219 New
HA
1407
Herold Advisors
New York
$238K +$253K +5,245 New
CAN
1408
Claraphi Advisory Network
United States
$237K -$31K -642 -11%
CC
1409
Cannell & Co
New York
$237K -$24.1K -500 -9%
KFP
1410
KMG Fiduciary Partners
Ohio
$237K +$338 +7 +0.1%
AIM
1411
Aspen Investment Management
Michigan
$236K
WCM
1412
Whitener Capital Management
North Carolina
$236K +$9.66K +200 +4%
CB
1413
Community Bank
New York
$235K -$133K -2,750 -35%
TF
1414
TimeScale Financial
Massachusetts
$235K +$3.38K +70 +1%
ANTB
1415
AMG National Trust Bank
Colorado
$234K +$21.7K +450 +10%
WGA
1416
Weather Gauge Advisory
Virginia
$232K +$97 +2 +0%
NEWAS
1417
N.E.W. Advisory Services
Wisconsin
$231K -$2.32K -48 -0.9%
SWM
1418
Selective Wealth Management
Virginia
$230K -$206K -4,270 -46%
TFS
1419
Thoroughbred Financial Services
Tennessee
$230K +$36.5K +756 +18%
GF
1420
Gries Financial
Ohio
$228K -$204K -4,229 -46%
MPI
1421
Mairs & Power Inc
Minnesota
$228K +$242K +5,019 New
ACA
1422
Affinity Capital Advisors
California
$227K
GWM
1423
Greenhouse Wealth Management
Connecticut
$227K
WDL
1424
Well Done LLC
Michigan
$225K -$7.49K -155 -3%
CC
1425
Courier Capital
New York
$225K +$24.2K +502 +11%

MO Hedge Fund Activity: Q3 2021 in Review

1,705 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2021, worth a combined $49.4B — down 5.3% from $52.2B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of MO and 99 opened new positions — a net loss of 13 holders — while 607 trimmed existing stakes and 715 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $180M. The largest seller was First Trust Advisors, cutting an estimated $159M.

  • 1,705 institutional investors held Altria Group (MO) as of Q3 2021, down from 1,746 in Q2 2021.
  • Funds reported $49.4B of Altria Group stock for Q3 2021, down 5.3% quarter-over-quarter.
  • 99 funds opened new Altria Group positions in Q3 2021 and 112 closed out, a net change of -13 holders.
  • The largest Altria Group buyer in Q3 2021 was Two Sigma Investments, an estimated $180M added.
  • The largest Altria Group seller in Q3 2021 was First Trust Advisors, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2021.