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Altria Group

1,850 hedge funds and large institutions have $50.6B invested in Altria Group in 2021 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 633 increasing their positions, 682 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 273 | Existing positions closed: 103

9% more funds holding

Funds holding: 1,7051,850 (+145)

3% more call options, than puts

Call options by funds: $628M | Put options by funds: $612M

2% more capital invested

Capital invested by funds: $49.4B → $50.6B (+$1.16B)

0.61% less ownership

Funds ownership: 58.97%58.35% (-0.61%)

7% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 682

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
1,850
Holders Change
+145
Holders Change %
+8.5%
% of All Funds
28.47%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.26%
New
273
Increased
633
Reduced
682
Closed
103
Calls
$628M
Puts
$612M
Net Calls
+$16.5M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
226
Atria Investments
North Carolina
$10.1M +$465K +10,150 +5%
WHG
227
Westwood Holdings Group
Texas
$10M +$708K +15,440 +8%
HIMCH
228
Hartford Investment Management Co (HIMCO)
Connecticut
$9.96M +$643K +14,022 +7%
YCM
229
Yousif Capital Management
Michigan
$9.94M +$9.62M +209,834 New
CWM
230
Cedar Wealth Management
California
$9.94M -$159K -3,480 -2%
PAG
231
Private Advisor Group
New Jersey
$9.94M -$3.44M -75,152 -26%
GHA
232
GW Henssler & Associates
Georgia
$9.9M -$140K -3,060 -1%
NAM
233
Nissay Asset Management
Japan
$9.84M +$256K +5,587 +3%
FMLI
234
Fukoku Mutual Life Insurance
Japan
$9.81M +$15.6K +340 +0.2%
CI Investments Inc
235
CI Investments Inc
Ontario, Canada
$9.7M -$71.5K -1,561 -0.8%
MFA
236
Mayflower Financial Advisors
Massachusetts
$9.7M +$34K +742 +0.4%
Qube Research & Technologies (QRT)
237
Qube Research & Technologies (QRT)
United Kingdom
$9.53M +$2.44M +53,293 +36%
IPAM
238
ICICI Prudential Asset Management
India
$9.52M +$3.13M +68,255 +51%
Newport Trust Company
239
Newport Trust Company
District of Columbia
$9.5M -$23.3K -509 -0.3%
IPW
240
Inlet Private Wealth
Florida
$9.49M +$593K +12,950 +7%
MHI
241
Miller Howard Investments
New York
$9.48M
AAA
242
Adams Asset Advisors
Texas
$9.38M +$1.63M +35,601 +22%
BCM
243
Banyan Capital Management
Georgia
$9.32M +$397K +8,670 +5%
VV
244
Verity & Verity
South Carolina
$9.3M +$246K +5,362 +3%
BFA
245
Benedict Financial Advisors
Georgia
$9.24M +$268K +5,843 +3%
CL
246
CSS LLC
Illinois
$9.2M +$4.42M +96,400 +99%
MIS
247
Morningstar Investment Services
Illinois
$9.06M +$12.9K +281 +0.1%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$8.99M -$108K -2,365 -1%
William Blair & Company
249
William Blair & Company
Illinois
$8.96M +$1.81M +39,576 +26%
CFB
250
Cullen/Frost Bankers
Texas
$8.95M -$58.7K -1,280 -0.7%

MO Hedge Fund Activity: Q4 2021 in Review

1,850 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2021, worth a combined $50.6B — up 2.3% from $49.4B a quarter earlier.

Buyers outnumbered sellers: 273 funds opened new MO positions and 103 closed out — a net gain of 170 holders — while 633 added to existing stakes and 682 trimmed.

The largest buyer was GQG Partners, adding an estimated $420M. The largest seller was Capital World Investors, cutting an estimated $604M.

  • 1,850 institutional investors held Altria Group (MO) as of Q4 2021, up from 1,705 in Q3 2021.
  • Funds reported $50.6B of Altria Group stock for Q4 2021, up 2.3% quarter-over-quarter.
  • 273 funds opened new Altria Group positions in Q4 2021 and 103 closed out, a net change of +170 holders.
  • The largest Altria Group buyer in Q4 2021 was GQG Partners, an estimated $420M added.
  • The largest Altria Group seller in Q4 2021 was Capital World Investors, an estimated $604M sold.

Based on aggregated 13F filings for Q4 2021.