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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
DA
1526
Detalus Advisors
Missouri
$203K -$22.8K -465 -10%
AWS
1527
Arkfeld Wealth Strategies
Nebraska
$203K
SDWIA
1528
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$203K
DBRC
1529
D.B. Root & Company
Pennsylvania
$202K -$11.8K -240 -5%
BIM
1530
Baldwin Investment Management
Pennsylvania
$202K
SWMG
1531
Strategic Wealth Management Group
Maryland
$201K -$203K -4,140 -50%
HFS
1532
Howard Financial Services
Texas
$200K -$113K -2,303 -35%
CCM
1533
Chickasaw Capital Management
Tennessee
$200K +$206K +4,200 New
JGIA
1534
Jackson Grant Investment Advisers
Connecticut
$199K +$1.92K +39 +0.9%
HFM
1535
Harvest Fund Management
China
$199K +$32.8K +668 +19%
SWM
1536
Sugarloaf Wealth Management
Georgia
$197K -$7.86K -160 -3%
EWM
1537
Elmwood Wealth Management
California
$193K
FPS
1538
Fieldpoint Private Securities
Connecticut
$191K +$295 +6 +0.2%
GAM
1539
Gemmer Asset Management
California
$190K -$3K -61 -2%
CCMW
1540
Cypress Capital Management (Wyoming)
Wyoming
$189K -$31.9K -650 -14%
EFSCE
1541
Enterprise Financial Services Corp (EFSC)
Missouri
$188K +$1.57K +32 +0.8%
AAP
1542
Arax Advisory Partners
Colorado
$188K +$194K +3,943 New
PSB
1543
Piscataqua Savings Bank
New Hampshire
$178K -$1.72K -35 -0.9%
RBC
1544
Roble Belko & Company
Pennsylvania
$178K +$2.46K +50 +1%
BAM
1545
Bellevue Asset Management
Washington
$177K +$5.26K +107 +3%
JEST
1546
JTC Employer Solutions Trustee
Jersey
$177K +$182K +3,708 New
AL
1547
ADE LLC
Maryland
$174K -$6.04K -123 -3%
PGWM
1548
Parisi Gray Wealth Management
New Jersey
$173K +$178K +3,633 New
AIM
1549
Acropolis Investment Management
Missouri
$172K -$12.3K -250 -6%
BBL
1550
Beck Bode LLC
Massachusetts
$172K +$178K +3,617 New

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.