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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
AW
1701
Avion Wealth
Texas
$14K +$9.83K +200 +200%
MFG
1702
Monumental Financial Group
Maryland
$14K +$14.7K +300 New
MGIM
1703
M&G Investment Management
United Kingdom
$13.8K +$3.34M +67,973 +31%
EWA
1704
Evolution Wealth Advisors
Florida
$13K
SWG
1705
Summit Wealth Group
Vermont
$13K
SL
1706
Savior LLC
Massachusetts
$12K -$3.83K -78 -24%
WFA
1707
West Financial Advisors
Iowa
$11K -$1.62K -33 -12%
FRA
1708
Front Row Advisors
California
$11K +$147 +3 +1%
FFG
1709
Ford Financial Group
California
$11K +$11.4K +232 New
IFA
1710
Interactive Financial Advisors
Illinois
$10K
LWA
1711
Lowe Wealth Advisors
Maryland
$10K
IHWM
1712
Iron Horse Wealth Management
Iowa
$10K +$9.83K +200 New
ACA
1713
Atlas Capital Advisors
Wyoming
$9.35K +$4.72K +96 +96%
TAM
1714
Tucker Asset Management
Colorado
$9.3K
FBT
1715
First Bank & Trust
South Dakota
$9K
FPFS
1716
First Personal Financial Services
North Carolina
$9K
SQA
1717
Simon Quick Advisors
New Jersey
$8K -$9.78K -199 -54%
AFS
1718
Annapolis Financial Services
Maryland
$8K
HCM
1719
Horrell Capital Management
Arkansas
$8K
SMFG
1720
Sumitomo Mitsui Financial Group
Japan
$8K
RWML
1721
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.15K
EI
1722
Ellevest Inc
New York
$7K -$37K -754 -83%
AWM
1723
Activest Wealth Management
Florida
$7K
DWMG
1724
DB Wealth Management Group
California
$7K
BMD
1725
Better Money Decisions
New Mexico
$7K +$147 +3 +2%

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.