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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
KFP
1426
KMG Fiduciary Partners
Ohio
$248K +$2.7K +55 +1%
SAF
1427
Smith Anglin Financial
Texas
$248K +$3.64K +74 +1%
AIM
1428
Aspen Investment Management
Michigan
$247K
RCM
1429
RB Capital Management
Nevada
$246K -$1.82K -37 -0.7%
AIFAIM
1430
American Institute for Advanced Investment Management
Arizona
$246K
RWA
1431
Redhawk Wealth Advisors
Minnesota
$246K +$253K +5,152 New
AWA
1432
ARQ Wealth Advisors
Arizona
$246K +$253K +5,153 New
TC
1433
TownSquare Capital
Utah
$245K +$28.1K +571 +12%
NEWAS
1434
N.E.W. Advisory Services
Wisconsin
$244K -$15.2K -309 -6%
WIC
1435
Woodmont Investment Counsel
Tennessee
$244K -$9.83K -200 -4%
ST
1436
Smithfield Trust
Pennsylvania
$244K +$4.91K +100 +2%
SWA
1437
Sutton Wealth Advisors
Florida
$244K -$29K -590 -10%
WGA
1438
Weather Gauge Advisory
Virginia
$243K -$8.45K -172 -3%
WDL
1439
Well Done LLC
Michigan
$243K +$4.77K +97 +2%
HA
1440
HYA Advisors
Missouri
$243K +$12.6K +257 +5%
TF
1441
TimeScale Financial
Massachusetts
$242K +$4.37K +89 +2%
KF
1442
Krilogy Financial
Missouri
$242K +$10.2K +208 +4%
WA
1443
Wealth Alliance
New York
$240K -$58K -1,181 -19%
SOW
1444
State of Wyoming
Wyoming
$240K +$169K +3,434 +213%
TBNY
1445
Trustco Bank (New York)
New York
$239K
BDF
1446
Balasa Dinverno & Foltz
$239K +$16.5K +335 +7%
GWM
1447
Greenhouse Wealth Management
Connecticut
$238K -$191K -3,893 -44%
AWM
1448
Absher Wealth Management
North Carolina
$238K +$5.26K +107 +2%
ACA
1449
Affinity Capital Advisors
California
$238K +$21.6K +440 +10%
FHC
1450
First Horizon Corporation
Tennessee
$237K -$8.21K -167 -3%

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.