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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
KBC Group
151
KBC Group
Belgium
$20.7M
MML Investors Services
152
MML Investors Services
Massachusetts
$20.4M +$426K +9,514 +2%
Russell Investments Group
153
Russell Investments Group
United Kingdom
$20.4M +$5.31M +118,545 +42%
Boston Partners
154
Boston Partners
Massachusetts
$20.3M -$410K -9,157 -2%
TF
155
TIAA FSB
Florida
$19.9M +$12.8M +286,291 +277%
HP
156
Hikari Power
Japan
$19.9M +$908K +20,260 +5%
Nomura Asset Management
157
Nomura Asset Management
Japan
$19.8M +$486K +10,842 +3%
TIP
158
Torray Investment Partners
Maryland
$19.7M +$15.5M +346,211 +912%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$19.6M +$969K +21,617 +6%
TH
160
TCTC Holdings
Texas
$19M +$29.4K +656 +0.2%
Aviva
161
Aviva
United Kingdom
$18.9M -$243K -5,415 -1%
SSG
162
Summit Securities Group
New York
$18.6M +$2.85M +63,600 +21%
Calamos Advisors
163
Calamos Advisors
Illinois
$18.6M +$423K +9,444 +3%
URS
164
Utah Retirement Systems
Utah
$18.3M -$704K -15,700 -4%
SEI Investments
165
SEI Investments
Pennsylvania
$18.1M -$4.72M -105,235 -21%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$17.9M +$14.2K +316 +0.1%
QOP
167
Quinn Opportunity Partners
Virginia
$17.8M +$3.56M +79,500 +30%
First Manhattan
168
First Manhattan
New York
$17.6M +$177K +3,942 +1%
Lazard Asset Management
169
Lazard Asset Management
New York
$17.5M -$1.81M -40,309 -11%
OAG
170
Orbis Allan Gray
Bermuda
$17.5M +$3.52M +78,549 +30%
GRQ
171
Gardner Russo & Quinn
Pennsylvania
$17.3M -$991K -22,114 -6%
Janus Henderson Group
172
Janus Henderson Group
United Kingdom
$17.1M -$20.9M -465,745 -58%
TRSOTSOK
173
Teachers Retirement System of the State of Kentucky
Kentucky
$17M -$538K -12,000 -3%
AAM
174
Advisors Asset Management
Colorado
$17M +$727K +16,222 +5%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$16.9M -$93.5K -2,087 -0.6%

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.