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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
USAA
126
United Services Automobile Association
Texas
$30.4M
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$30.3M -$24.4M -544,531 -48%
ELI
128
Empire Life Investments
Ontario, Canada
$29.2M +$3.13M +69,869 +14%
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$28.2M -$2.23M -49,667 -8%
RG
130
Rathbones Group
United Kingdom
$28.2M -$1.92M -42,915 -7%
VRS
131
Virginia Retirement Systems
Virginia
$27.7M +$85.1K +1,900 +0.4%
PI
132
PineBridge Investments
New York
$27.5M +$3.53M +78,693 +17%
WorldQuant Millennium Advisors
133
WorldQuant Millennium Advisors
New York
$26.8M
ASRS
134
Arizona State Retirement System
Arizona
$26.8M -$559K -12,476 -2%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$26.7M -$1.31M -29,249 -5%
SG Americas Securities
136
SG Americas Securities
New York
$25.6M +$416K +9,278 +2%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$25.4M +$1.08M +24,179 +5%
PCH
138
Polar Capital Holdings
United Kingdom
$24.7M +$8.15M +181,961 +61%
AA
139
ALPS Advisors
Colorado
$24.6M +$114K +2,541 +0.5%
CIA
140
Capital Investment Advisors
Georgia
$24.6M +$2.07M +46,174 +11%
Comerica Bank
141
Comerica Bank
Texas
$24.3M -$258K -5,751 -1%
Macquarie Group
142
Macquarie Group
Australia
$23.8M +$19.5M +435,047 +1,476%
AAMU
143
Amundi Asset Management US
Massachusetts
$23.3M -$3.2M -71,436 -14%
CB
144
Commerce Bank
Missouri
$23.3M -$603K -13,460 -3%
Creative Planning
145
Creative Planning
Kansas
$23.3M -$146K -3,255 -0.7%
BCM
146
Bluefin Capital Management
New York
$22.7M +$3.27M +72,978 +20%
MIM
147
MetLife Investment Management
New Jersey
$22.7M -$376K -8,402 -2%
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$22.6M -$290K -6,477 -1%
Capital Fund Management (CFM)
149
Capital Fund Management (CFM)
France
$21.6M -$9.73M -217,071 -34%
CIBC World Market
150
CIBC World Market
Ontario, Canada
$20.9M +$4.08M +90,976 +29%

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.