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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
CWM
1801
Calamos Wealth Management
Illinois
-$753K -18,367 Closed
PG
1802
Pendal Group
Australia
-$731K -17,834 Closed
Jennison Associates
1803
Jennison Associates
New York
-$712K -17,363 Closed
NPF
1804
Norris Perne & French
Michigan
-$677K -16,511 Closed
OQS
1805
Occudo Quantitative Strategies
Florida
-$637K -15,543 Closed
DA
1806
Duality Advisers
Florida
-$586K -14,285 Closed
SIA
1807
Strategic Investment Advisors
Michigan
-$572K -13,943 Closed
Verition Fund Management
1808
Verition Fund Management
Connecticut
-$560K -13,659 Closed
KCMRT
1809
Kemper Corp Master Retirement Trust
Illinois
-$554K -13,500 Closed
AI
1810
Atom Investors
Texas
-$531K -12,962 Closed
SCM
1811
Stevens Capital Management
Pennsylvania
-$523K -12,745 Closed
CCWA
1812
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$440K -10,740 Closed
MCA
1813
Magnolia Capital Advisors
Mississippi
-$428K -10,448 Closed
NICM
1814
Neo Ivy Capital Management
New York
-$390K -9,522 Closed
PWP
1815
Private Wealth Partners
California
-$369K -8,998 Closed
GTCM
1816
Gyon Technologies Capital Management
New Jersey
-$367K -8,947 Closed
CIM
1817
CIM Investment Management
Pennsylvania
-$356K -8,673 Closed
QAM
1818
QCI Asset Management
New York
-$341K -8,320 Closed
BWP
1819
Bernardo Wealth Planning
Pennsylvania
-$326K -7,954 Closed
MSU
1820
Mizuho Securities USA
New York
-$324K -7,906 Closed
RWA
1821
Ropes Wealth Advisors
Massachusetts
-$312K -7,599 Closed
SWRP
1822
Summit Wealth & Retirement Planning
California
-$301K -7,332 Closed
APP
1823
Alpha Paradigm Partners
Illinois
-$299K -7,293 Closed
PM
1824
Parametrica Management
Hong Kong
-$299K -7,290 Closed
GEM
1825
Global Endowment Management
North Carolina
-$297K -7,245 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.