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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
1851
Curi Wealth Management
North Carolina
-$41K -1,005 Closed
MCM
1852
McMillion Capital Management
North Carolina
-$41K -1,000 Closed
AWG
1853
Altus Wealth Group
Colorado
-$38K -922 Closed
HIM
1854
Hillsdale Investment Management
Ontario, Canada
-$37K -900 Closed
KCM
1855
Kathmere Capital Management
Pennsylvania
-$35K -845 Closed
BWA
1856
Burt Wealth Advisors
Maryland
-$30K -735 Closed
FA
1857
Financial Avengers
California
-$29K -700 Closed
TIAM2
1858
Tru Independence Asset Management 2
Oregon
-$25K -600 Closed
CYG
1859
Clean Yield Group
Vermont
-$18K -451 Closed
SIAG
1860
Safeguard Investment Advisory Group
California
-$16K -404 Closed
OIM
1861
Oder Investment Management
California
-$16K -400 Closed
ADL
1862
Asset Dedication LLC
California
-$14K -333 Closed
FWM
1863
FSA Wealth Management
Massachusetts
-$12K -285 Closed
IA
1864
IFS Advisors
Kansas
-$9K -227 Closed
EA
1865
Elm Advisors
California
-$9K -213 Closed
SIM
1866
Seaview Investment Managers
Florida
-$6K -150 Closed
GSAM
1867
Grant Street Asset Management
Pennsylvania
-$6K -145 Closed
BHWM
1868
Bay Harbor Wealth Management
Maryland
-$4K -100 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.