We are live on ! Find out more
MO icon

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
VCM
1651
Vigilant Capital Management
Maine
$38K +$39.5K +803 New
HF
1652
Halpern Financial
Virginia
$37.8K -$4.91K -100 -11%
WPA
1653
West Paces Advisors
Georgia
$37.5K
WWM
1654
Wolff Wiese Magana
California
$36K -$15.5K -316 -29%
BFG
1655
Baron Financial Group
New Jersey
$33.4K
AIL
1656
AGF Investments LLC
Ontario, Canada
$33K -$5.31K -108 -14%
AWM
1657
AllSquare Wealth Management
New York
$31K
TIM
1658
Tortoise Investment Management
New York
$31K
LFG
1659
Larson Financial Group
Missouri
$30K +$19.8K +402 +183%
WIM
1660
Westside Investment Management
California
$28.8K -$49.1K -1,000 -18%
PCA
1661
Providence Capital Advisors
North Carolina
$28K -$13.5K -275 -32%
JFA
1662
JNBA Financial Advisors
Minnesota
$28K
PFA
1663
Professional Financial Advisors
Nebraska
$28K
CMA
1664
Cedar Mountain Advisors
Oregon
$28K +$246 +5 +0.9%
AIG
1665
American International Group
New York
$27.9K +$145K +2,953 +0.5%
BA
1666
Bellwether Advisors
Nebraska
$27K +$12.5K +254 +80%
CA
1667
Centerpoint Advisors
Massachusetts
$26K +$14.7K +300 +120%
AW
1668
Alaethes Wealth
Nevada
$26K +$26.3K +535 New
TFIPS
1669
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.5K
ED
1670
Exane Derivatives
France
$25.2K +$5.75K +117 +28%
RCM
1671
Regency Capital Management
Hawaii
$25K -$8.11K -165 -24%
IP
1672
Isthmus Partners
Wisconsin
$25K +$25.6K +522 New
Nisa Investment Advisors
1673
Nisa Investment Advisors
Missouri
$24.4K -$842K -17,140 -3%
GG
1674
Gleason Group
Kentucky
$24K +$442 +9 +2%
CTB
1675
Country Trust Bank
Illinois
$23K

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.