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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
ATPW
1451
Ashton Thomas Private Wealth
Arizona
$241K +$212K +4,720 New
SIG
1452
Sky Investment Group
Connecticut
$241K -$10.1K -225 -5%
CCA
1453
Childress Capital Advisors
Texas
$241K +$121K +2,706 +134%
BMWM
1454
Brown Miller Wealth Management
Virginia
$241K +$211K +4,704 New
SIGI
1455
Susquehanna International Group (Ireland)
Ireland
$241K +$211K +4,707 New
FUBT
1456
First United Bank & Trust
Maryland
$241K +$211K +4,711 New
Alyeska Investment Group
1457
Alyeska Investment Group
Illinois
$241K +$211K +4,713 New
DA
1458
Detalus Advisors
Missouri
$241K +$211K +4,715 New
TC
1459
TownSquare Capital
Utah
$240K +$210K +4,687 New
LAM
1460
L2 Asset Management
Massachusetts
$240K +$210K +4,690 New
BP
1461
Ballentine Partners
Massachusetts
$240K +$211K +4,698 New
WA
1462
Waverly Advisors
Alabama
$240K +$215K +4,807 New
CWM
1463
Cranbrook Wealth Management
Michigan
$239K +$77.9K +1,739 +59%
SDWMA
1464
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K +$209K +4,666 New
BDF
1465
Balasa Dinverno & Foltz
$239K +$209K +4,668 New
PFA
1466
Pure Financial Advisors
California
$238K -$26.7K -596 -11%
BFA
1467
Bragg Financial Advisors
North Carolina
$238K +$208K +4,648 New
FIM
1468
Freedom Investment Management
Connecticut
$238K +$209K +4,658 New
ESBC
1469
E.S. Barr & Co
Kentucky
$238K +$209K +4,660 New
HVIA
1470
Hudson Valley Investment Advisors
New York
$236K -$49.3K -1,100 -19%
NCM
1471
Next Capital Management
New York
$234K -$213K -4,744 -51%
SBWIC
1472
Schaper Benz & Wise Investment Counsel
Wisconsin
$234K -$96.5K -2,153 -32%
CCMW
1473
Cypress Capital Management (Wyoming)
Wyoming
$233K +$29.1K +650 +17%
ACA
1474
Affinity Capital Advisors
California
$233K +$204K +4,549 New
SFSIG
1475
San Francisco Sentry Investment Group
California
$232K +$44.4K +990 +28%

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.