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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
FFA
1701
Freedman Financial Associates
Massachusetts
$23K -$6.72K -150 -25%
FCMT
1702
Founders Capital Management (Texas)
Texas
$22K
PP
1703
Pacifica Partners
Canada
$22K +$224 +5 +1%
ED
1704
Exane Derivatives
France
$21.6K -$63K -1,406 -77%
ADIM
1705
Alpha DNA Investment Management
Maryland
$21K
RIA
1706
RPG Investment Advisory
California
$20K -$4.48K -100 -20%
MAM
1707
McCarthy Asset Management
California
$20K
NL
1708
NVWM LLC
Pennsylvania
$20K
OAJ
1709
Ogorek Anthony Joseph
New York
$20K
TCM
1710
TD Capital Management
Tennessee
$20K +$45 +1 +0.3%
PWA
1711
Phoenix Wealth Advisors
North Carolina
$19K
SQA
1712
Simon Quick Advisors
New Jersey
$18K +$8.96K +200 +120%
LWP
1713
Lumature Wealth Partners
Georgia
$18K +$15.7K +350 New
PA
1714
Perennial Advisors
New York
$17K
SL
1715
Savior LLC
Massachusetts
$17K
PCTC
1716
Perkins Coie Trust Company
Washington
$16K
BA
1717
Bellwether Advisors
Nebraska
$16K +$538 +12 +4%
KFP
1718
KB Financial Partners
New Jersey
$16K +$13.8K +308 New
PAI
1719
Pittenger & Anderson Inc
Nebraska
$15K -$6.72K -150 -33%
CA
1720
Crewe Advisors
Utah
$15K
SWM
1721
Strategic Wealth Management
Washington
$15K
RA
1722
Resolute Advisors
California
$15K +$15.8K +353 New
EWA
1723
Evolution Wealth Advisors
Florida
$14K
WFA
1724
West Financial Advisors
Iowa
$14K +$2.55K +57 +27%
SWG
1725
Summit Wealth Group
Vermont
$14K +$12.5K +280 New

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.