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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
PWMG
1601
Prestige Wealth Management Group
New Jersey
$132K +$3.23K +72 +3%
PCFFS
1602
Pacific Center for Financial Services
California
$131K
HI
1603
Hudock Inc
Pennsylvania
$131K +$358 +8 +0.3%
NSB
1604
Norway Savings Bank
Maine
$130K -$4.48K -100 -4%
ME
1605
McIlrath & Eck
Washington
$129K +$10.2K +228 +10%
GWS
1606
Glassman Wealth Services
Virginia
$128K -$39K -870 -26%
TAM
1607
Troy Asset Management
United Kingdom
$128K
KFI
1608
Key Financial Inc
Pennsylvania
$128K +$5.92K +132 +6%
FMB
1609
Field & Main Bank
Kentucky
$123K
TF
1610
Tompkins Financial
New York
$118K -$2.11K -47 -2%
CAM
1611
Costello Asset Management
Pennsylvania
$118K
APC
1612
Aspire Private Capital
North Carolina
$114K -$31.7K -707 -24%
CAM
1613
CenterStar Asset Management
Illinois
$114K
SWA
1614
SOA Wealth Advisors
New York
$114K +$10.6K +237 +12%
BBHC
1615
Brown Brothers Harriman & Co
New York
$112K -$429K -9,580 -0.4%
RCG
1616
Rock Creek Group
District of Columbia
$109K -$64.1K -1,431 -40%
HCM
1617
Highlander Capital Management
New Jersey
$107K
GWSG
1618
GPS Wealth Strategies Group
Colorado
$107K +$94K +2,097 New
AWC
1619
Abundance Wealth Counselors
Pennsylvania
$105K +$92.1K +2,056 New
AWM
1620
Atticus Wealth Management
Florida
$104K
PG
1621
Proffitt & Goodson
Tennessee
$104K
MFA
1622
McClarren Financial Advisors
Pennsylvania
$102K
Skandinaviska Enskilda Banken (SEB)
1623
Skandinaviska Enskilda Banken (SEB)
Sweden
$102K
KFS
1624
Kelly Financial Services
Massachusetts
$100K +$583 +13 +0.7%
FCM
1625
Firestone Capital Management
Florida
$99K

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.