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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
AI
1726
ArchPoint Investors
Florida
$13K -$25.5K -570 -70%
CA
1727
Centerpoint Advisors
Massachusetts
$13K
Q
1728
QVR
California
$13K +$11.2K +251 New
RWM
1729
RBA Wealth Management
California
$12.8K +$11.2K +249 New
APWA
1730
Atlas Private Wealth Advisors
New Jersey
$12K
FRA
1731
Front Row Advisors
California
$12K
MGIM
1732
M&G Investment Management
United Kingdom
$11.2K +$111K +2,467 +1%
AJ
1733
Ashburton (Jersey)
Jersey
$11K
LFG
1734
Larson Financial Group
Missouri
$11K
FPFS
1735
First Personal Financial Services
North Carolina
$10K
IFA
1736
Interactive Financial Advisors
Illinois
$10K
LWA
1737
Lowe Wealth Advisors
Maryland
$10K
CIA
1738
CSat Investment Advisory
Michigan
$10K +$717 +16 +9%
TAM
1739
Tucker Asset Management
Colorado
$9.98K -$896 -20 -9%
FBT
1740
First Bank & Trust
South Dakota
$9K -$3.32K -74 -29%
ANBT
1741
American National Bank & Trust
Texas
$9K
AFS
1742
Annapolis Financial Services
Maryland
$9K
HCM
1743
Horrell Capital Management
Arkansas
$9K
SMFG
1744
Sumitomo Mitsui Financial Group
Japan
$9K
FP
1745
Fiduciary Planning
Florida
$9K +$179 +4 +2%
SSC
1746
Syverson Strege & Co
Iowa
$9K +$179 +4 +2%
DWMG
1747
DB Wealth Management Group
California
$8K -$18.4K -411 -73%
MCM
1748
MV Capital Management
Maryland
$8K +$2.02K +45 +42%
LGWM
1749
Litman Gregory Wealth Management
California
$8K +$6.72K +150 New
BMD
1750
Better Money Decisions
New Mexico
$8K +$6.86K +153 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.