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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
IWP
1676
IAG Wealth Partners
Wisconsin
$23K +$344 +7 +2%
FFA
1677
Freedman Financial Associates
Massachusetts
$22K
ADL
1678
Asset Dedication LLC
California
$22K +$23.1K +471 New
FCMT
1679
Founders Capital Management (Texas)
Texas
$21K
PP
1680
Pacifica Partners
Canada
$21K +$295 +6 +1%
CAC
1681
Core Alternative Capital
Georgia
$20K -$2.23M -45,435 -99%
MAM
1682
McCarthy Asset Management
California
$19K
NL
1683
NVWM LLC
Pennsylvania
$19K
OAJ
1684
Ogorek Anthony Joseph
New York
$19K
RIA
1685
RPG Investment Advisory
California
$19K
PWP
1686
Personal Wealth Partners
Minnesota
$19K +$19.5K +397 New
HDIM
1687
Hanson & Doremus Investment Management
Vermont
$18K -$2.51K -51 -10%
TCM
1688
TD Capital Management
Tennessee
$18K +$49 +1 +0.3%
RA
1689
Resolute Advisors
California
$18K +$540 +11 +3%
LWP
1690
Lumature Wealth Partners
Georgia
$17K
PWA
1691
Phoenix Wealth Advisors
North Carolina
$17K
BAM
1692
Baldrige Asset Management
Pennsylvania
$17K +$17.7K +360 New
Loomis, Sayles & Company
1693
Loomis, Sayles & Company
Massachusetts
$16K -$1.54M -31,289 -99%
PA
1694
Perennial Advisors
New York
$16K
PO
1695
Private Ocean
California
$15K -$52.5K -1,069 -78%
KFP
1696
KB Financial Partners
New Jersey
$15K
PCTC
1697
Perkins Coie Trust Company
Washington
$15K
CA
1698
Crewe Advisors
Utah
$14K
PAI
1699
Pittenger & Anderson Inc
Nebraska
$14K
SWM
1700
Strategic Wealth Management
Washington
$14K

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.