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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
JWA
1626
JFS Wealth Advisors
Pennsylvania
$64K
PMAS
1627
PNC Managed Account Solutions
Texas
$63K +$65K +1,322 New
WP
1628
Waycross Partners
Kentucky
$62K
ASBI
1629
American State Bank (Iowa)
Iowa
$58.2K
SB
1630
Strategic Blueprint
Georgia
$58K +$59.6K +1,214 New
WBC
1631
West Branch Capital
Massachusetts
$58K +$59.7K +1,215 New
BL
1632
Bleichroeder LP
New York
$57K
FPB
1633
First PREMIER Bank
South Dakota
$57K
IRAG
1634
Investment Research & Advisory Group
Georgia
$57K
SC
1635
Steph & Co
Wisconsin
$57K
MHR
1636
Matthew Hamilton Rosenberg
$57K +$197 +4 +0.3%
BWM
1637
Baystate Wealth Management
Massachusetts
$57K +$16.8K +341 +40%
JG
1638
Jefferies Group
New York
$55.1K +$56.8K +1,156 New
NOI
1639
Newton One Investments
Delaware
$55K +$32.9K +670 +137%
SFP
1640
Sterling Financial Planning
New Jersey
$54K
TCM
1641
Tradewinds Capital Management
Washington
$54K
WAS
1642
Winch Advisory Services
Wisconsin
$48K +$344 +7 +0.7%
IF
1643
Ironwood Financial
Arizona
$48K +$3.39K +69 +7%
FIA
1644
FNY Investment Advisers
New York
$47K +$49.1K +1,000 New
CC
1645
Corsicana & Co
Texas
$46K +$47.3K +963 New
EARNEST Partners
1646
EARNEST Partners
Georgia
$45K
BCA
1647
Bray Capital Advisors
Florida
$38K
CH
1648
Canton Hathaway
Rhode Island
$38K
MCM
1649
MV Capital Management
Maryland
$38K +$31.8K +648 +426%
AA
1650
Addison Advisors
Vermont
$38K +$39.5K +803 New

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.