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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
MF
1651
Manchester Financial
California
$70K
PO
1652
Private Ocean
California
$70K +$3.09K +69 +5%
VBCG
1653
Valley Brook Capital Group
Pennsylvania
$69K -$5.47K -122 -8%
JWA
1654
JFS Wealth Advisors
Pennsylvania
$69K
GEA
1655
Glen Eagle Advisors
New Jersey
$68.2K -$1.12K -25 -2%
WP
1656
Waycross Partners
Kentucky
$66K
NIC
1657
Northwest Investment Counselors
Oregon
$63K +$55.6K +1,241 New
ASBI
1658
American State Bank (Iowa)
Iowa
$62.4K +$6.5K +145 +13%
BL
1659
Bleichroeder LP
New York
$61K
FPB
1660
First PREMIER Bank
South Dakota
$61K
IRAG
1661
Investment Research & Advisory Group
Georgia
$61K
SC
1662
Steph & Co
Wisconsin
$61K
MHR
1663
Matthew Hamilton Rosenberg
$61K +$224 +5 +0.4%
TCWM
1664
Total Clarity Wealth Management
Illinois
$61K +$53K +1,183 New
TCM
1665
Tradewinds Capital Management
Washington
$58K -$5.65K -126 -10%
SFP
1666
Sterling Financial Planning
New Jersey
$58K
GAM
1667
Grandview Asset Management
Pennsylvania
$58K +$50.4K +1,125 New
GTAM
1668
Global Trust Asset Management
Florida
$57K
WWM
1669
Wolff Wiese Magana
California
$55K +$224 +5 +0.5%
WAS
1670
Winch Advisory Services
Wisconsin
$51K +$358 +8 +0.8%
EARNEST Partners
1671
EARNEST Partners
Georgia
$48K
IF
1672
Ironwood Financial
Arizona
$48K
EI
1673
Ellevest Inc
New York
$46K +$33.8K +754 +503%
HF
1674
Halpern Financial
Virginia
$45.6K +$17.6K +392 +78%
BWM
1675
Baystate Wealth Management
Massachusetts
$44K +$807 +18 +2%

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.