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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
HFA
201
Hoover Financial Advisors
Pennsylvania
$12M +$9.43M +191,879 +316%
PI
202
PFS Investments
Georgia
$12M +$1.56M +31,739 +14%
FFA
203
First Foundation Advisors
California
$11.9M +$10.1M +204,732 +451%
HTI
204
Hikari Tsushin Inc
Japan
$11.7M
Flossbach Von Storch
205
Flossbach Von Storch
Germany
$11.6M
RC
206
RBO & Co
California
$11.5M -$110K -2,234 -0.9%
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$11.4M -$95.4K -1,942 -0.8%
Man Group
208
Man Group
United Kingdom
$11.4M +$9.62M +195,862 +452%
MOACM
209
Mutual of America Capital Management
New York
$11.4M +$80.7K +1,643 +0.7%
ACM
210
Advisors Capital Management
New Jersey
$11.3M +$564K +11,476 +5%
IIM
211
Intact Investment Management
Quebec, Canada
$11.3M +$1.41M +28,700 +14%
SDIC
212
South Dakota Investment Council
South Dakota
$11.3M -$71.2K -1,450 -0.6%
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.1M -$29.3K -597 -0.3%
SBCM
214
Schwerin Boyle Capital Management
Massachusetts
$11.1M +$30.7K +625 +0.3%
AIM
215
Artemis Investment Management
United Kingdom
$10.8M +$1.1M +22,407 +11%
SF
216
Synovus Financial
Georgia
$10.7M +$70.3K +1,431 +0.6%
BCI
217
Brinker Capital Investments
Pennsylvania
$10.6M +$604K +12,300 +6%
WG
218
Winton Group
United Kingdom
$10.6M +$7.67M +156,020 +234%
VHAM
219
Van Hulzen Asset Management
California
$10.6M -$187K -3,802 -2%
CM
220
Capital Management
Virginia
$10.5M +$170K +3,470 +2%
GHA
221
GW Henssler & Associates
Georgia
$10.5M +$294K +5,980 +3%
ETC
222
Exchange Traded Concepts
Oklahoma
$10.5M -$4.47M -91,005 -29%
Neuberger Berman Group
223
Neuberger Berman Group
New York
$10.5M +$330K +6,708 +3%
HIMCH
224
Hartford Investment Management Co (HIMCO)
Connecticut
$10.4M -$67.3K -1,369 -0.6%
CWM
225
Cedar Wealth Management
California
$10.4M -$2.01M -40,863 -16%

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.