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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
HIIFS
1826
Harel Insurance Investments & Financial Services
Israel
-$949K -7,194 Closed
TPM
1827
Triasima Portfolio Management
Quebec, Canada
-$287K -7,000 Closed
HGWM
1828
Harvest Group Wealth Management
Massachusetts
-$275K -6,708 Closed
MFG
1829
Magnus Financial Group
New York
-$267K -6,505 Closed
GKWIM
1830
Gerber Kawasaki Wealth & Investment Management
California
-$262K -6,405 Closed
SRSA
1831
S.R. Schill & Associates
Washington
-$253K -6,161 Closed
HPCM
1832
Hunter Perkins Capital Management
Illinois
-$252K -6,150 Closed
ITIM
1833
Indiana Trust & Investment Management
Indiana
-$252K -6,139 Closed
MIH
1834
Meitav Investment House
Israel
-$249K -6,100 Closed
NWM
1835
Northwest Wealth Management
Iowa
-$222K -5,402 Closed
PHAM
1836
Palisades Hudson Asset Management
Florida
-$221K -5,387 Closed
CPA
1837
Capital Planning Advisors
California
-$220K -5,375 Closed
PFO
1838
Pathstone Family Office
New Jersey
-$215K -5,240 Closed
CCFM
1839
Clear Creek Financial Management
Washington
-$204K -4,975 Closed
TI
1840
tru Independence
Oregon
-$171 -4,191 Closed
IA
1841
Inspire Advisors
Idaho
-$154K -3,764 Closed
BDS
1842
Banco de Sabadell
Florida
-$114K -2,800 Closed
FPCG
1843
Fort Pitt Capital Group
Pennsylvania
-$101K -2,465 Closed
PH
1844
Pinnacle Holdings
Oklahoma
-$83.5K -2,036 Closed
FWM
1845
ForthRight Wealth Management
Georgia
-$82K -1,996 Closed
FTDI
1846
First Trust Direct Indexing
Massachusetts
-$79K -1,931 Closed
D
1847
Diversified
Delaware
-$61K -1,571 Closed
BCM
1848
Bourgeon Capital Management
Connecticut
-$63K -1,543 Closed
LGA
1849
Lebenthal Global Advisors
New York
-$55K -1,348 Closed
FA
1850
Fortis Advisors
Pennsylvania
-$55K -1,331 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.