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Altria Group
MO

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: 14 → 31 (+17)

24% more capital invested

Capital invested by funds: $46.2B → $57.1B (+$10.9B)

7% more funds holding

Funds holding: 1,655 → 1,770 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$503M
2
BlackRock
BlackRock
New York
+$367M
3
Citadel Advisors
Citadel Advisors
Florida
+$219M
4
Harris Associates
Harris Associates
Illinois
+$137M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$128M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$345M
2
Renaissance Technologies
Renaissance Technologies
New York
-$281M
3
State Street
State Street
Massachusetts
-$247M
4
JP Morgan Chase
JP Morgan Chase
New York
-$107M
5
N
Nuveen
North Carolina
-$93.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1526
Aevitas Wealth Management
Massachusetts
$211K +$185K +4,120 New
SIAP
1527
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$210K +$134 +3 +0.1%
PCA
1528
Peddock Capital Advisors
Massachusetts
$210K +$22.5K +503 +14%
FMT
1529
First Mercantile Trust
Tennessee
$210K +$184K +4,100 New
TFS
1530
Thoroughbred Financial Services
Tennessee
$210K +$184K +4,111 New
AAP
1531
Aristotle Atlantic Partners
Florida
$209K +$183K +4,080 New
WAM
1532
Weatherly Asset Management
California
$209K +$183K +4,086 New
GAM
1533
Gemmer Asset Management
California
$208K +$224 +5 +0.1%
EWM
1534
Elmwood Wealth Management
California
$207K +$181K +4,047 New
WIA
1535
World Investment Advisors
California
$206K +$184K +4,116 New
AIA
1536
Angeles Investment Advisors
California
$205K -$112K -2,500 -38%
LFA
1537
Legacy Financial Advisors
Kentucky
$205K +$179K +3,998 New
AWM
1538
Aries Wealth Management
Maine
$205K +$179K +4,000 New
CAM
1539
Cidel Asset Management
Ontario, Canada
$205K +$179K +4,000 New
CCM
1540
Courage Capital Management
Tennessee
$205K +$179K +4,000 New
CWM
1541
Connecticut Wealth Management
Connecticut
$205K +$180K +4,013 New
HCM
1542
Howland Capital Management
Massachusetts
$205K +$180K +4,013 New
FBB
1543
Fulton Breakefield Broenniman
Maryland
$204K +$178K +3,983 New
AGA
1544
Accuvest Global Advisors
Utah
$203K +$178K +3,966 New
BWP
1545
BSW Wealth Partners
Colorado
$203K +$178K +3,977 New
FPS
1546
Fieldpoint Private Securities
Connecticut
$202K -$1.17K -26 -0.7%
AFM
1547
Andesa Financial Management
Pennsylvania
$202K +$177K +3,939 New
ACM
1548
Argyle Capital Management
Pennsylvania
$202K +$177K +3,946 New
SAM
1549
SignalPoint Asset Management
Missouri
$202K +$177K +3,946 New
AO
1550
Advisor OS
Illinois
$201K +$176K +3,938 New
60 61
62
63 64

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.