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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
VC
1501
Vestor Capital
Illinois
$211K
YIA
1502
YHB Investment Advisors
Connecticut
$211K +$98 +2 +0%
KOC
1503
Koss-Olinger Consulting
Florida
$211K +$8.94K +182 +4%
FNFDCM
1504
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$210K
TSWM
1505
Triangle Securities Wealth Management
North Carolina
$210K
TI
1506
Truepoint Inc
Ohio
$210K
LFA
1507
Legacy Financial Advisors
Kentucky
$210K +$20.3K +414 +10%
DWT
1508
Dorsey & Whitney Trust
South Dakota
$208K -$145K -2,942 -40%
ASC
1509
Atalanta Sosnoff Capital
New York
$208K -$2.46K -50 -1%
CAM
1510
Cubic Asset Management
Massachusetts
$208K
FMTCOCP
1511
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$208K
RCWMU
1512
Rothschild & Co Wealth Management (UK)
United Kingdom
$208K
EWA
1513
ERTS Wealth Advisors
Michigan
$208K +$49 +1 +0%
AWM
1514
Avior Wealth Management
Nebraska
$208K +$4.32K +88 +2%
VCM
1515
Vivaldi Capital Management
Illinois
$207K -$2.7K -55 -1%
OFS
1516
Orrstown Financial Services
Pennsylvania
$206K
PSIWM
1517
Paradigm Strategies in Wealth Management
Minnesota
$206K
WCG
1518
Weaver Consulting Group
California
$205K -$9.09K -185 -4%
TFS
1519
Thoroughbred Financial Services
Tennessee
$205K +$9.53K +194 +5%
ONST
1520
Old North State Trust
North Carolina
$205K +$124K +2,531 +143%
PIG
1521
Pantheon Investment Group
California
$204K -$44.2K -900 -17%
EAM
1522
Eagle Asset Management
Florida
$204K -$3.29K -67 -2%
SFG
1523
SNS Financial Group
Minnesota
$204K +$590 +12 +0.3%
PIA
1524
Powell Investment Advisors
Florida
$203K -$40.5K -825 -16%
CB
1525
Cadence Bank
Mississippi
$203K -$23.7K -483 -10%

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.