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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
ACM
1476
AUA Capital Management
Pennsylvania
$226K
PFA
1477
Pure Financial Advisors
California
$225K +$3.29K +67 +1%
DE
1478
Day & Ennis
Georgia
$225K +$15.3K +312 +7%
ANTB
1479
AMG National Trust Bank
Colorado
$224K -$84.5K -1,720 -27%
PCG
1480
Private Capital Group
Connecticut
$224K +$40.6K +827 +22%
WWMSC
1481
Wagner Wealth Management (South Carolina)
South Carolina
$223K -$79.5K -1,618 -26%
CWM
1482
Cranbrook Wealth Management
Michigan
$223K +$442 +9 +0.2%
HCP
1483
Hexagon Capital Partners
Arkansas
$223K +$70.5K +1,434 +44%
WMA
1484
Wealth Management Associates
New Jersey
$221K -$108K -2,189 -32%
BFA
1485
Bragg Financial Advisors
North Carolina
$221K -$639 -13 -0.3%
HIS
1486
Horizon Investment Services
Indiana
$220K +$4.91K +100 +2%
CWP
1487
Concord Wealth Partners
Virginia
$219K -$32.8K -668 -13%
SIG
1488
Sky Investment Group
Connecticut
$219K -$6.14K -125 -3%
SBWIC
1489
Schaper Benz & Wise Investment Counsel
Wisconsin
$218K
SCM
1490
SOL Capital Management
Maryland
$217K +$12.6K +256 +6%
GL
1491
Graypoint LLC
New York
$217K +$224K +4,553 New
SFSIG
1492
San Francisco Sentry Investment Group
California
$216K -$1.23K -25 -0.5%
BFPW
1493
BOK Financial Private Wealth
Colorado
$216K +$222K +4,525 New
JAG
1494
Journey Advisory Group
Kentucky
$216K +$223K +4,531 New
EWP
1495
Engrave Wealth Partners
Texas
$216K +$223K +4,539 New
DAC
1496
Dividend Assets Capital
South Carolina
$215K +$4.91K +100 +2%
AWM
1497
Act Wealth Management
Texas
$214K
Balyasny Asset Management
1498
Balyasny Asset Management
Illinois
$213K +$219K +4,466 New
VF
1499
Virtu Financial
New York
$213K +$220K +4,474 New
CC
1500
Courier Capital
New York
$212K -$4.42K -90 -2%

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.