We are live on ! Find out more
MO icon

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
CWC
1576
Carolinas Wealth Consulting
North Carolina
$162K -$2.91K -65 -2%
CBT
1577
Central Bank & Trust
Kentucky
$162K
CI
1578
CX Institutional
Indiana
$162K +$29.5K +658 +26%
O
1579
Ossiam
France
$161K -$961K -21,447 -87%
EW
1580
Evoke Wealth
California
$161K +$64.7K +1,443 +87%
EAM
1581
Erste Asset Management
Austria
$155K
FNBOSM
1582
First National Bank of South Miami
Florida
$154K -$7.17K -160 -5%
LCM
1583
Logan Capital Management
Pennsylvania
$154K +$135K +3,010 New
ZB
1584
Zions Bancorporation
Utah
$153K -$4.03K -90 -3%
EWM
1585
Edge Wealth Management
New York
$153K
MLFP
1586
MPS Loria Financial Planners
Illinois
$152K -$4.53K -101 -3%
CFD
1587
Creative Financial Designs
Indiana
$150K +$11.2K +249 +9%
SBL
1588
Sargent Bickham Lagudis
Colorado
$149K -$251K -5,610 -66%
CAL
1589
Capital Advisors Ltd
Ohio
$148K
CB
1590
CNB Bank
Pennsylvania
$148K
MIFH
1591
Migdal Insurance & Financial Holdings
Israel
$147K +$13.1K +292 +11%
ICM
1592
Islay Capital Management
Texas
$147K +$129K +2,874 New
POIA
1593
Pin Oak Investment Advisors
Texas
$146K
AIC
1594
Archer Investment Corporation
Indiana
$145K -$8.56K -191 -6%
JWM
1595
Janiczek Wealth Management
Colorado
$143K
LAS
1596
Lloyd Advisory Services
Georgia
$140K +$2.46K +55 +2%
AI
1597
AdvisorShares Investments
Maryland
$137K -$67.6K -1,508 -36%
AA
1598
AlphaMark Advisors
Kentucky
$134K +$90 +2 +0.1%
GFPC
1599
Global Financial Private Client
Florida
$134K +$224 +5 +0.2%
MIM
1600
Meridiem Investment Management
United Kingdom
$133K -$17.9K -400 -13%

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.