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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
EAM
1501
Eagle Asset Management
Florida
$222K +$196K +4,365 New
AWS
1502
Arkfeld Wealth Strategies
Nebraska
$221K +$192K +4,275 New
PSIWM
1503
Paradigm Strategies in Wealth Management
Minnesota
$221K +$194K +4,319 New
MCM
1504
Manchester Capital Management
Vermont
$220K -$986 -22 -0.5%
EWF
1505
Epstein & White Financial
California
$220K +$191K +4,271 New
SFG
1506
SevenBridge Financial Group
Pennsylvania
$220K +$192K +4,295 New
SCM
1507
SOL Capital Management
Maryland
$220K +$193K +4,304 New
AWM
1508
Avior Wealth Management
Nebraska
$219K +$2.87K +64 +2%
OFS
1509
Orrstown Financial Services
Pennsylvania
$219K +$193K +4,303 New
SDWIA
1510
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K +$191K +4,257 New
SFG
1511
SNS Financial Group
Minnesota
$218K +$191K +4,264 New
CA
1512
Corrado Advisors
New Jersey
$218K +$191K +4,266 New
RWM
1513
RKL Wealth Management
Pennsylvania
$217K -$35.8K -798 -16%
ICG
1514
InterOcean Capital Group
Tennessee
$217K +$190K +4,237 New
BIM
1515
Baldwin Investment Management
Pennsylvania
$217K +$190K +4,242 New
KOC
1516
Koss-Olinger Consulting
Florida
$217K +$190K +4,244 New
MW
1517
MBL Wealth
North Carolina
$217K +$191K +4,253 New
VCM
1518
Vivaldi Capital Management
Illinois
$217K +$194K +4,321 New
CCM
1519
Chilton Capital Management
Texas
$216K +$189K +4,215 New
OWA
1520
Opal Wealth Advisors
New York
$215K +$188K +4,200 New
GIA
1521
Gladstone Institutional Advisory
Florida
$215K +$188K +4,201 New
SFM
1522
Signet Financial Management
New Jersey
$214K -$48.2K -1,075 -20%
IWS
1523
Insight Wealth Strategies
California
$212K +$185K +4,135 New
PMFA
1524
Plante Moran Financial Advisors
Michigan
$211K -$37.7K -842 -17%
JGIA
1525
Jackson Grant Investment Advisers
Connecticut
$211K +$4.21K +94 +2%

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.