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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
SN
1626
Sittner & Nelson
Oregon
$98K
WCM
1627
Wealthcare Capital Management
Virginia
$98K +$85.9K +1,916 New
MRCM
1628
M&R Capital Management
New Jersey
$95K -$6.86K -153 -8%
LWM
1629
Liberty Wealth Management
California
$95K
SC
1630
Sawyer & Company
Massachusetts
$95K +$8.96K +200 +12%
CWA
1631
Clearview Wealth Advisors
Oregon
$92K +$10.4K +231 +15%
ONST
1632
Old North State Trust
North Carolina
$91K -$2.02K -45 -2%
BWM
1633
BerganKDV Wealth Management
Minnesota
$89K +$1.48K +33 +2%
TIM
1634
Thornburg Investment Management
New Mexico
$87K
AS
1635
Altshuler Shaham
Israel
$84K -$31.2K -696 -30%
AWM
1636
Accel Wealth Management
Iowa
$84K +$224 +5 +0.3%
BAMG
1637
Brand Asset Management Group
Missouri
$83K +$8.07K +180 +12%
SOW
1638
State of Wyoming
Wyoming
$82K +$72.2K +1,611 New
SC
1639
Sierra Capital
Florida
$81K +$71.2K +1,588 New
SSWG
1640
Seven Springs Wealth Group
Tennessee
$77K -$1.66K -37 -2%
CPA
1641
Cowen Prime Advisors
New York
$77K
SAM
1642
S.A. Mason
Michigan
$77K
VIMU
1643
Veritas Investment Management (UK)
United Kingdom
$77K
TC
1644
Tacita Capital
Ontario, Canada
$73K
TCCM
1645
Timber Creek Capital Management
Massachusetts
$73K
PWM
1646
Prentice Wealth Management
New York
$73K +$63.8K +1,424 New
GLLW
1647
Graves Light Lenhart Wealth
Virginia
$72K -$12.7K -283 -17%
CCM
1648
Copeland Capital Management
Pennsylvania
$72K
LAM
1649
Lountzis Asset Management
Pennsylvania
$71.3K
BEI
1650
Benjamin Edwards Inc
Missouri
$71K

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.