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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
YIA
1476
YHB Investment Advisors
Connecticut
$232K +$198K +4,426 New
CC
1477
Courier Capital
New York
$232K +$203K +4,527 New
HIS
1478
Horizon Investment Services
Indiana
$231K -$58.3K -1,300 -22%
ZIC
1479
ZWJ Investment Counsel
Georgia
$231K +$202K +4,513 New
AWM
1480
Act Wealth Management
Texas
$230K +$202K +4,497 New
AWS
1481
AJ Wealth Strategies
New York
$230K +$202K +4,500 New
DBRC
1482
D.B. Root & Company
Pennsylvania
$229K -$557K -12,427 -73%
WCG
1483
Weaver Consulting Group
California
$229K +$201K +4,477 New
PP
1484
PrairieView Partners
Minnesota
$228K +$195K +4,358 +4,587%
RIM
1485
Regent Investment Management
Kentucky
$228K +$200K +4,465 New
VC
1486
Vestor Capital
Illinois
$227K
NFG
1487
Nadler Financial Group
Illinois
$227K +$199K +4,432 New
VAG
1488
VisionPoint Advisory Group
Texas
$226K -$184K -4,110 -48%
DAC
1489
Dividend Assets Capital
South Carolina
$226K
DE
1490
Day & Ennis
Georgia
$226K +$198K +4,416 New
ASC
1491
Atalanta Sosnoff Capital
New York
$226K +$198K +4,422 New
LB
1492
Leo Brokerage
Texas
$225K +$197K +4,391 New
TSWM
1493
Triangle Securities Wealth Management
North Carolina
$225K +$197K +4,396 New
FNFDCM
1494
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$225K +$197K +4,400 New
RPA
1495
Rock Point Advisors
Vermont
$225K +$197K +4,400 New
TI
1496
Truepoint Inc
Ohio
$225K +$197K +4,400 New
FMTCOCP
1497
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$223K -$44.8K -1,000 -19%
RCWMU
1498
Rothschild & Co Wealth Management (UK)
United Kingdom
$223K
EWA
1499
ERTS Wealth Advisors
Michigan
$223K +$195K +4,352 New
CAM
1500
Cubic Asset Management
Massachusetts
$223K +$196K +4,368 New

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.