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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
OWA
1826
Opal Wealth Advisors
New York
-$215K -4,200 Closed
SFM
1827
Signet Financial Management
New Jersey
-$214K -4,181 Closed
IWS
1828
Insight Wealth Strategies
California
-$212K -4,135 Closed
AWM
1829
Aevitas Wealth Management
Massachusetts
-$211K -4,120 Closed
WIA
1830
World Investment Advisors
California
-$206K -4,116 Closed
PCA
1831
Peddock Capital Advisors
Massachusetts
-$210K -4,112 Closed
WAM
1832
Weatherly Asset Management
California
-$209K -4,086 Closed
AAP
1833
Aristotle Atlantic Partners
Florida
-$209K -4,080 Closed
CWM
1834
Connecticut Wealth Management
Connecticut
-$205K -4,013 Closed
HCM
1835
Howland Capital Management
Massachusetts
-$205K -4,013 Closed
AIA
1836
Angeles Investment Advisors
California
-$205K -4,000 Closed
AWM
1837
Aries Wealth Management
Maine
-$205K -4,000 Closed
CAM
1838
Cidel Asset Management
Ontario, Canada
-$205K -4,000 Closed
CCM
1839
Courage Capital Management
Tennessee
-$205K -4,000 Closed
FBB
1840
Fulton Breakefield Broenniman
Maryland
-$204K -3,983 Closed
BWP
1841
BSW Wealth Partners
Colorado
-$203K -3,977 Closed
AGA
1842
Accuvest Global Advisors
Utah
-$203K -3,966 Closed
ACM
1843
Argyle Capital Management
Pennsylvania
-$202K -3,946 Closed
SAM
1844
SignalPoint Asset Management
Missouri
-$202K -3,946 Closed
AFM
1845
Andesa Financial Management
Pennsylvania
-$202K -3,939 Closed
AO
1846
Advisor OS
Illinois
-$201K -3,938 Closed
ACM
1847
Allred Capital Management
Texas
-$185K -3,624 Closed
SWP
1848
ShoreHaven Wealth Partners
New Jersey
-$175K -3,426 Closed
MWP
1849
Meridian Wealth Partners
Pennsylvania
-$163K -3,196 Closed
O
1850
Ossiam
France
-$161K -3,149 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.