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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
HF
151
HRT Financial
New York
$20M +$20.7M +420,480 New
MML Investors Services
152
MML Investors Services
Massachusetts
$20M +$956K +19,462 +5%
KBC Group
153
KBC Group
Belgium
$19.5M +$229K +4,664 +1%
JMPWA
154
JP Morgan Private Wealth Advisors
California
$18.9M +$5.7M +116,062 +41%
Nomura Asset Management
155
Nomura Asset Management
Japan
$18.8M +$371K +7,557 +2%
Boston Partners
156
Boston Partners
Massachusetts
$18.5M -$379K -7,723 -2%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$18.4M +$205K +4,169 +1%
HP
158
Hikari Power
Japan
$18.3M -$260K -5,300 -1%
TIP
159
Torray Investment Partners
Maryland
$18.3M -$31.1K -633 -0.2%
TF
160
TIAA FSB
Florida
$18.2M -$353K -7,189 -2%
Creative Planning
161
Creative Planning
Kansas
$18.1M -$3.71M -75,444 -17%
TH
162
TCTC Holdings
Texas
$17.7M
VRS
163
Virginia Retirement Systems
Virginia
$17.7M -$8.39M -170,700 -31%
Lazard Asset Management
164
Lazard Asset Management
New York
$17.7M +$1.34M +27,360 +8%
ERSOT
165
Employees Retirement System of Texas
Texas
$17.6M +$14M +284,600 +335%
SG Americas Securities
166
SG Americas Securities
New York
$17.5M -$6.58M -133,991 -27%
CIBC World Market
167
CIBC World Market
Ontario, Canada
$17.4M -$2.24M -45,546 -11%
Massachusetts Financial Services
168
Massachusetts Financial Services
Massachusetts
$17.3M +$3.15M +64,148 +21%
Janus Henderson Group
169
Janus Henderson Group
United Kingdom
$17.1M +$1.19M +24,161 +7%
Russell Investments Group
170
Russell Investments Group
United Kingdom
$17.1M -$2.02M -41,032 -10%
AAM
171
Advisors Asset Management
Colorado
$17M +$1.25M +25,362 +8%
URS
172
Utah Retirement Systems
Utah
$16.8M -$211K -4,300 -1%
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$16.7M +$38.3K +780 +0.2%
First Manhattan
174
First Manhattan
New York
$16.7M +$227K +4,629 +1%
USAA
175
United Services Automobile Association
Texas
$16.6M -$12.1M -245,470 -41%

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.