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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
BB
176
Busey Bank
Illinois
$16.6M +$1.18M +26,325 +9%
TAM
177
Todd Asset Management
Kentucky
$16.2M -$36.7K -819 -0.3%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$16.1M +$35.9K +802 +0.3%
OAM
179
Oppenheimer Asset Management
New York
$16M -$173K -3,854 -1%
ETC
180
Exchange Traded Concepts
Oklahoma
$15.9M +$8.71M +194,381 +166%
TPSF
181
Texas Permanent School Fund
Texas
$15.9M -$775K -17,298 -5%
NP
182
NorthRock Partners
Minnesota
$15.8M -$1M -22,337 -7%
PP
183
Prudential plc
United Kingdom
$15.7M -$43.8M -977,477 -76%
DekaBank Deutsche Girozentrale
184
DekaBank Deutsche Girozentrale
Germany
$15.6M +$2.11M +47,066 +18%
BCIM
185
British Columbia Investment Management
British Columbia, Canada
$15.6M -$428K -9,558 -3%
6CM
186
683 Capital Management
New York
$15.5M -$6.72M -150,000 -33%
MSL
187
Mackay Shields LLC
New York
$15.5M -$1.09M -24,256 -7%
Pacer Advisors
188
Pacer Advisors
Pennsylvania
$15.4M +$173K +3,871 +1%
Massachusetts Financial Services
189
Massachusetts Financial Services
Massachusetts
$15.3M -$5.37M -119,802 -29%
GC
190
Guggenheim Capital
Illinois
$15.3M -$286K -6,388 -2%
QI
191
QS Investors
New York
$15.1M -$2.46K -55 -0%
SOADOR
192
State of Alaska Department of Revenue
Alaska
$14.9M -$477K -10,642 -4%
KAS
193
Kestra Advisory Services
Texas
$14.8M -$2.56M -57,041 -16%
BCM
194
Bronte Capital Management
Australia
$14.7M +$12.9M +287,909 New
OC
195
Oppenheimer & Co
New York
$14.6M +$381K +8,513 +3%
JMPWA
196
JP Morgan Private Wealth Advisors
California
$14.3M -$2.31M -51,654 -16%
PSP
197
Principal Street Partners
Tennessee
$14.2M +$8.15M +181,813 +190%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$13.9M -$653K -14,578 -5%
CIC
199
Crawford Investment Counsel
Georgia
$13.7M +$153K +3,417 +1%
KRC
200
Kehrs Ridge Capital
New Jersey
$13.6M +$11.9M +265,000 New

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.