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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
EFSCE
1551
Enterprise Financial Services Corp (EFSC)
Missouri
$200K +$8.34K +186 +5%
SCA
1552
Stonebridge Capital Advisors
Minnesota
$199K +$174K +3,883 New
AIM
1553
Acropolis Investment Management
Missouri
$197K
PCG
1554
Private Capital Group
Connecticut
$197K +$14.6K +326 +9%
Marshall Wace
1555
Marshall Wace
United Kingdom
$193K -$655K -14,624 -80%
AL
1556
ADE LLC
Maryland
$193K
PSB
1557
Piscataqua Savings Bank
New Hampshire
$193K +$169K +3,767 New
HWMA
1558
Heritage Wealth Management (Arizona)
Arizona
$190K +$166K +3,715 New
RBC
1559
Roble Belko & Company
Pennsylvania
$188K
ACM
1560
Allred Capital Management
Texas
$185K -$178K -3,963 -52%
BAM
1561
Bellevue Asset Management
Washington
$185K -$1.7K -38 -1%
DOA
1562
D'Orazio & Associates
Virginia
$182K -$53.5K -1,194 -25%
WOC
1563
West Oak Capital
California
$181K
HFM
1564
Harvest Fund Management
China
$178K +$157K +3,497 New
APW
1565
Acima Private Wealth
Virginia
$177K
CFFP
1566
Center for Financial Planning
Michigan
$176K -$40K -893 -21%
SWP
1567
ShoreHaven Wealth Partners
New Jersey
$175K +$2.2K +49 +1%
COCM
1568
Charter Oak Capital Management
New Hampshire
$173K
FCB
1569
First Command Bank
Texas
$173K +$4.62K +103 +3%
FCFS
1570
First Command Financial Services
Texas
$173K +$4.62K +103 +3%
GCM
1571
Gables Capital Management
Florida
$172K
HCP
1572
Hexagon Capital Partners
Arkansas
$165K +$8.78K +196 +6%
LWANC
1573
Laurel Wealth Advisors (North Carolina)
North Carolina
$164K -$6.72K -150 -4%
ATC
1574
Adirondack Trust Company
New York
$164K
MWP
1575
Meridian Wealth Partners
Pennsylvania
$163K -$70K -1,562 -33%

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.