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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
IFG
1426
Investors Financial Group
Minnesota
$255K +$224K +4,988 New
9WM
1427
9258 Wealth Management
Ohio
$254K +$222K +4,962 New
RG
1428
Retirement Group
California
$253K -$23.5K -525 -10%
AWM
1429
Absher Wealth Management
North Carolina
$250K -$30.9K -689 -12%
SHWM
1430
Smith & Howard Wealth Management
Georgia
$250K -$9.54K -213 -4%
B
1431
Bellecapital
Switzerland
$250K
KF
1432
Krilogy Financial
Missouri
$249K -$35.4K -791 -14%
VWA
1433
V Wealth Advisors
Kansas
$249K -$5.47K -122 -2%
SCG
1434
Sonata Capital Group
Washington
$249K +$218K +4,864 New
SWM
1435
Sculati Wealth Management
Michigan
$248K +$217K +4,842 New
SHGA
1436
Sand Hill Global Advisors
California
$247K +$216K +4,822 New
HA
1437
HYA Advisors
Missouri
$247K +$217K +4,834 New
CFG
1438
Cooper Financial Group
California
$246K -$188K -4,186 -46%
BHIA
1439
Birch Hill Investment Advisors
Massachusetts
$246K +$215K +4,800 New
JLBC
1440
J.L. Bainbridge & Co
Florida
$246K +$215K +4,804 New
NQWM
1441
Northwest Quadrant Wealth Management
Oregon
$246K +$216K +4,816 New
LC
1442
Lindbrook Capital
California
$245K +$133K +2,960 +161%
TA
1443
Tectonic Advisors
Texas
$245K +$214K +4,781 New
CF
1444
Corrigan Financial
Rhode Island
$245K +$214K +4,782 New
GFS
1445
GYL Financial Synergies
Connecticut
$244K +$213K +4,764 New
WA
1446
WESPAC Advisors
California
$244K +$213K +4,764 New
CICI
1447
Capital Investment Counsel Inc
North Carolina
$244K +$214K +4,776 New
ACM
1448
AUA Capital Management
Pennsylvania
$243K
CB
1449
Cadence Bank
Mississippi
$243K +$213K +4,746 New
BHTS
1450
Bar Harbor Trust Services
Maine
$242K -$32.4K -722 -13%

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.