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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
PAG
201
Private Advisor Group
New Jersey
$13.4M +$537K +11,974 +5%
Twin Tree Management
202
Twin Tree Management
Texas
$13.3M +$3.26M +72,819 +39%
CEI
203
Clark Estates Inc
New York
$13.2M +$8.19M +182,800 +240%
CWM
204
Cedar Wealth Management
California
$13.2M -$3.62M -80,893 -24%
HTI
205
Hikari Tsushin Inc
Japan
$12.5M +$3.56M +79,460 +48%
RC
206
RBO & Co
California
$12.5M -$698K -15,577 -6%
Flossbach Von Storch
207
Flossbach Von Storch
Germany
$12.5M +$1.3M +29,000 +14%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$12.4M +$357K +7,968 +3%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$12.4M +$1.76M +39,358 +19%
ProShare Advisors
210
ProShare Advisors
Maryland
$12.2M +$551K +12,296 +5%
SDIC
211
South Dakota Investment Council
South Dakota
$12.1M +$209K +4,664 +2%
MOACM
212
Mutual of America Capital Management
New York
$12.1M +$340K +7,578 +3%
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.9M +$11.2K +249 +0.1%
SBCM
214
Schwerin Boyle Capital Management
Massachusetts
$11.8M +$44.8K +1,000 +0.4%
Two Sigma Investments
215
Two Sigma Investments
New York
$11.7M +$1.96M +43,630 +24%
ACM
216
Advisors Capital Management
New Jersey
$11.6M -$229K -5,107 -2%
VHAM
217
Van Hulzen Asset Management
California
$11.5M +$60.2K +1,344 +0.6%
HR
218
Howe & Rusling
New York
$11.5M -$3.24M -72,335 -24%
CCM
219
Callodine Capital Management
Massachusetts
$11.5M -$3.36M -75,000 -25%
SF
220
Synovus Financial
Georgia
$11.4M +$181K +4,034 +2%
PI
221
PFS Investments
Georgia
$11.3M +$1.3M +29,096 +15%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$11.3M +$820K +18,293 +9%
HIMCH
223
Hartford Investment Management Co (HIMCO)
Connecticut
$11.3M +$138K +3,086 +1%
CM
224
Capital Management
Virginia
$11.1M +$7.23M +161,430 +288%
GHA
225
GW Henssler & Associates
Georgia
$11M +$1.46M +32,508 +18%

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.