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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
MFA
1601
McClarren Financial Advisors
Pennsylvania
$94K
GWSG
1602
GPS Wealth Strategies Group
Colorado
$93K -$7.57K -154 -7%
SC
1603
Sawyer & Company
Massachusetts
$93K +$4.91K +100 +5%
FCM
1604
Firestone Capital Management
Florida
$92K
SN
1605
Sittner & Nelson
Oregon
$91K
MRCM
1606
M&R Capital Management
New Jersey
$89K
LWM
1607
Liberty Wealth Management
California
$88K -$23.6K -481 -21%
LPWM
1608
Lake Point Wealth Management
Texas
$82K +$84K +1,710 New
PH
1609
Pinnacle Holdings
Oklahoma
$80.4K +$82.8K +1,686 New
CWA
1610
Clearview Wealth Advisors
Oregon
$77K -$8.5K -173 -10%
AWM
1611
Accel Wealth Management
Iowa
$77K -$1.18K -24 -1%
SC
1612
Sierra Capital
Florida
$76K
HC
1613
Hoese & Co
Minnesota
$76K +$78.6K +1,600 New
CPA
1614
Cowen Prime Advisors
New York
$72K
SAM
1615
S.A. Mason
Michigan
$72K
VIMU
1616
Veritas Investment Management (UK)
United Kingdom
$72K
PWM
1617
Prentice Wealth Management
New York
$68K
TC
1618
Tacita Capital
Ontario, Canada
$68K
TCCM
1619
Timber Creek Capital Management
Massachusetts
$68K
BEI
1620
Benjamin Edwards Inc
Missouri
$67K
CCM
1621
Copeland Capital Management
Pennsylvania
$67K
LAM
1622
Lountzis Asset Management
Pennsylvania
$66K
GEA
1623
Glen Eagle Advisors
New Jersey
$65.9K +$2.46K +50 +4%
GLLW
1624
Graves Light Lenhart Wealth
Virginia
$65K -$1.47K -30 -2%
GTAM
1625
Global Trust Asset Management
Florida
$65K +$12.3K +250 +22%

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.