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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
KFI
1576
Key Financial Inc
Pennsylvania
$127K +$7.37K +150 +6%
GFPC
1577
Global Financial Private Client
Florida
$125K +$197 +4 +0.2%
AA
1578
AlphaMark Advisors
Kentucky
$125K
GWS
1579
Glassman Wealth Services
Virginia
$125K +$6.04K +123 +5%
TI
1580
tru Independence
Oregon
$125K +$129K +2,617 New
MIM
1581
Meridiem Investment Management
United Kingdom
$124K
PWMG
1582
Prestige Wealth Management Group
New Jersey
$123K
RCG
1583
Rock Creek Group
District of Columbia
$123K +$23K +469 +22%
PCFFS
1584
Pacific Center for Financial Services
California
$122K
HI
1585
Hudock Inc
Pennsylvania
$122K +$393 +8 +0.3%
ME
1586
McIlrath & Eck
Washington
$120K
NSB
1587
Norway Savings Bank
Maine
$119K -$2.46K -50 -2%
CFFP
1588
Center for Financial Planning
Michigan
$115K -$50K -1,017 -30%
CWC
1589
Carolinas Wealth Consulting
North Carolina
$115K -$36.8K -749 -24%
FMB
1590
Field & Main Bank
Kentucky
$114K
TIM
1591
Thornburg Investment Management
New Mexico
$110K +$29.6K +602 +35%
ICM
1592
Islay Capital Management
Texas
$109K -$28.8K -586 -20%
BBHC
1593
Brown Brothers Harriman & Co
New York
$104K -$11.4K -233 -0%
HCM
1594
Highlander Capital Management
New Jersey
$100K
SWA
1595
SOA Wealth Advisors
New York
$99K -$7.08K -144 -6%
AWM
1596
Atticus Wealth Management
Florida
$97K
PG
1597
Proffitt & Goodson
Tennessee
$97K
CAM
1598
Costello Asset Management
Pennsylvania
$95K -$14.7K -300 -13%
Skandinaviska Enskilda Banken (SEB)
1599
Skandinaviska Enskilda Banken (SEB)
Sweden
$95K
BWM
1600
BerganKDV Wealth Management
Minnesota
$95K +$12.2K +249 +14%

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.