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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
MLFP
1851
MPS Loria Financial Planners
Illinois
-$152K -2,986 Closed
AIC
1852
Archer Investment Corporation
Indiana
-$145K -2,840 Closed
TAM
1853
Troy Asset Management
United Kingdom
-$128K -2,500 Closed
AWC
1854
Abundance Wealth Counselors
Pennsylvania
-$105K -2,056 Closed
WCM
1855
Wealthcare Capital Management
Virginia
-$98K -1,916 Closed
AS
1856
Altshuler Shaham
Israel
-$84K -1,626 Closed
BAMG
1857
Brand Asset Management Group
Missouri
-$83K -1,622 Closed
SSWG
1858
Seven Springs Wealth Group
Tennessee
-$77K -1,500 Closed
MF
1859
Manchester Financial
California
-$70K -1,371 Closed
VBCG
1860
Valley Brook Capital Group
Pennsylvania
-$69K -1,361 Closed
NIC
1861
Northwest Investment Counselors
Oregon
-$63K -1,241 Closed
GAM
1862
Grandview Asset Management
Pennsylvania
-$58K -1,125 Closed
DWP
1863
Destiny Wealth Partners
Florida
-$43K -836 Closed
SCA
1864
Stuart Chaussee & Associates
California
-$33K -637 Closed
JPLA
1865
Joseph P. Lucia & Associates
New York
-$31K -600 Closed
ADIM
1866
Alpha DNA Investment Management
Maryland
-$21K -439 Closed
Q
1867
QVR
California
-$12.3K -251 Closed
RWM
1868
RBA Wealth Management
California
-$12.8K -249 Closed
AJ
1869
Ashburton (Jersey)
Jersey
-$11K -211 Closed
ANBT
1870
American National Bank & Trust
Texas
-$9K -180 Closed
SSC
1871
Syverson Strege & Co
Iowa
-$9K -169 Closed
FP
1872
Fiduciary Planning
Florida
-$9K -168 Closed
LGWM
1873
Litman Gregory Wealth Management
California
-$8K -150 Closed
MWM
1874
Mascoma Wealth Management
New Hampshire
-$5K -100 Closed
RWG
1875
Regal Wealth Group
California
-$4K -70 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.