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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
WAG
1801
Winthrop Advisory Group
Massachusetts
-$263K -5,141 Closed
FWI
1802
Facet Wealth Inc
Maryland
-$261K -5,106 Closed
CF
1803
Clarity Financial
Texas
-$257K -5,031 Closed
II
1804
Ibex Investors
Colorado
-$256K -5,000 Closed
IFG
1805
Investors Financial Group
Minnesota
-$255K -4,988 Closed
SHGA
1806
Sand Hill Global Advisors
California
-$247K -4,822 Closed
JLBC
1807
J.L. Bainbridge & Co
Florida
-$246K -4,804 Closed
WA
1808
WESPAC Advisors
California
-$244K -4,764 Closed
BHTS
1809
Bar Harbor Trust Services
Maine
-$242K -4,724 Closed
Alyeska Investment Group
1810
Alyeska Investment Group
Illinois
-$241K -4,713 Closed
SIGI
1811
Susquehanna International Group (Ireland)
Ireland
-$241K -4,707 Closed
BMWM
1812
Brown Miller Wealth Management
Virginia
-$241K -4,704 Closed
BP
1813
Ballentine Partners
Massachusetts
-$240K -4,698 Closed
SDWMA
1814
Schneider Downs Wealth Management Advisors
Pennsylvania
-$239K -4,666 Closed
HVIA
1815
Hudson Valley Investment Advisors
New York
-$236K -4,617 Closed
NCM
1816
Next Capital Management
New York
-$234K -4,576 Closed
ZIC
1817
ZWJ Investment Counsel
Georgia
-$231K -4,513 Closed
AWS
1818
AJ Wealth Strategies
New York
-$230K -4,500 Closed
VAG
1819
VisionPoint Advisory Group
Texas
-$226K -4,408 Closed
RPA
1820
Rock Point Advisors
Vermont
-$225K -4,400 Closed
LB
1821
Leo Brokerage
Texas
-$225K -4,391 Closed
EWF
1822
Epstein & White Financial
California
-$220K -4,271 Closed
CA
1823
Corrado Advisors
New Jersey
-$218K -4,266 Closed
RWM
1824
RKL Wealth Management
Pennsylvania
-$217K -4,242 Closed
ICG
1825
InterOcean Capital Group
Tennessee
-$217K -4,237 Closed

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.