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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
AWM
1751
Activest Wealth Management
Florida
$8K +$6.95K +155 New
RWML
1752
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.67K
CCA
1753
Column Capital Advisors
Indiana
$6K
ACA
1754
Atlas Capital Advisors
Wyoming
$5.12K +$4.48K +100 New
MFT
1755
Moisand Fitzgerald Tamayo
Florida
$5K -$108K -2,417 -96%
AW
1756
Avion Wealth
Texas
$5K -$8.96K -200 -67%
GI
1757
GS Investments
Minnesota
$5K
M1FG
1758
Mach-1 Financial Group
Arkansas
$5K
MWC
1759
MBM Wealth Consultants
Missouri
$5K
NCM
1760
New Capital Management
Texas
$5K
MWM
1761
Mascoma Wealth Management
New Hampshire
$5K +$4.48K +100 New
CIAS
1762
CBIZ Investment Advisory Services
Ohio
$4K
HWM
1763
HighMark Wealth Management
Minnesota
$4K
NC
1764
NewSquare Capital
Pennsylvania
$4K
RWG
1765
Regal Wealth Group
California
$4K
SFO
1766
Standard Family Office
South Dakota
$4K
HFS
1767
HBC Financial Services
Washington
$3.08K +$2.69K +60 New
CIA
1768
Cascade Investment Advisors
Oregon
$1.43K
CC
1769
Cypress Capital
Tennessee
$1K
Walleye Capital
1770
Walleye Capital
New York
$783 +$339K +7,575 +98%
1WM
1771
1900 Wealth Management
Texas
$284
AMC
1772
Asset Management Corp
Illinois
$253 -$135K -3,005 -38%
SWM
1773
Sugarloaf Wealth Management
Georgia
$245 +$2.73K +61 +1%
HIP
1774
Hengistbury Investment Partners
United Kingdom
-$50.6M -1,235,273 Closed
FMI
1775
Factory Mutual Insurance
Massachusetts
-$30.2M -736,400 Closed

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.