We are live on ! Find out more
MO icon

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
HWMA
1551
Heritage Wealth Management (Arizona)
Arizona
$169K -$8.84K -180 -5%
WOC
1552
West Oak Capital
California
$169K
CB
1553
CNB Bank
Pennsylvania
$166K +$29K +591 +20%
APW
1554
Acima Private Wealth
Virginia
$165K
FCB
1555
First Command Bank
Texas
$161K
FCFS
1556
First Command Financial Services
Texas
$161K
MIFH
1557
Migdal Insurance & Financial Holdings
Israel
$161K +$24.4K +497 +17%
GCM
1558
Gables Capital Management
Florida
$160K
EBA
1559
Eagle Bay Advisors
New York
$159K +$162K +3,296 New
COCM
1560
Charter Oak Capital Management
New Hampshire
$157K -$3.69K -75 -2%
LWANC
1561
Laurel Wealth Advisors (North Carolina)
North Carolina
$153K
DOA
1562
D'Orazio & Associates
Virginia
$151K -$19K -386 -11%
CBT
1563
Central Bank & Trust
Kentucky
$151K
ATC
1564
Adirondack Trust Company
New York
$148K -$4.91K -100 -3%
LCM
1565
Logan Capital Management
Pennsylvania
$144K
EWM
1566
Edge Wealth Management
New York
$143K
FNBOSM
1567
First National Bank of South Miami
Florida
$142K -$1.72K -35 -1%
POIA
1568
Pin Oak Investment Advisors
Texas
$141K +$4.91K +100 +4%
ZB
1569
Zions Bancorporation
Utah
$140K -$2.31K -47 -2%
APC
1570
Aspire Private Capital
North Carolina
$140K +$34.4K +700 +31%
CFD
1571
Creative Financial Designs
Indiana
$138K -$1.33K -27 -0.9%
CAL
1572
Capital Advisors Ltd
Ohio
$138K
JWM
1573
Janiczek Wealth Management
Colorado
$133K
LAS
1574
Lloyd Advisory Services
Georgia
$133K +$2.46K +50 +2%
AI
1575
AdvisorShares Investments
Maryland
$127K

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.