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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
HIA
1451
Harbor Investment Advisory
Maryland
$237K -$1.62K -33 -0.7%
BOPW
1452
Brandywine Oak Private Wealth
Pennsylvania
$236K -$31.5K -642 -11%
RG
1453
Retirement Group
California
$236K +$540 +11 +0.2%
DLHL
1454
Donald L. Hagan LLC
Florida
$235K -$2.7K -55 -1%
FI
1455
Fosun International
China
$234K
B
1456
Bellecapital
Switzerland
$233K
FPCG
1457
Fort Pitt Capital Group
Pennsylvania
$233K +$240K +4,881 New
AMC
1458
Asset Management Corp
Illinois
$232K -$3.29K -67 -1%
CAM
1459
CenterStar Asset Management
Illinois
$232K
SCG
1460
Sonata Capital Group
Washington
$232K
SWM
1461
Sculati Wealth Management
Michigan
$231K
GFS
1462
GYL Financial Synergies
Connecticut
$231K +$4.08K +83 +2%
VCM
1463
Versant Capital Management
Arizona
$230K -$37.8K -769 -14%
CFG
1464
Cooper Financial Group
California
$230K +$639 +13 +0.3%
NQWM
1465
Northwest Quadrant Wealth Management
Oregon
$230K +$4.52K +92 +2%
CCA
1466
Childress Capital Advisors
Texas
$230K +$4.86K +99 +2%
FUBT
1467
First United Bank & Trust
Maryland
$230K +$5.41K +110 +2%
PFO
1468
Pathstone Family Office
New Jersey
$230K +$236K +4,808 New
ST
1469
Sageworth Trust
Pennsylvania
$230K +$237K +4,828 New
BHIA
1470
Birch Hill Investment Advisors
Massachusetts
$229K
LC
1471
Lindbrook Capital
California
$229K +$246 +5 +0.1%
CF
1472
Corrigan Financial
Rhode Island
$228K
SIAP
1473
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$228K +$32.4K +659 +16%
LDFR
1474
Lehman & Derafelo Financial Resources
Pennsylvania
$227K -$19.4K -395 -8%
CCM
1475
Chilton Capital Management
Texas
$227K +$27.2K +553 +13%

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.