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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
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$8.78M +$700K +15,282 +9%
GH
252
GAM Holding
Switzerland
$8.77M -$14.2K -309 -0.2%
PAM
253
Panagora Asset Management
Massachusetts
$8.65M +$289K +6,296 +4%
Lazard Asset Management
254
Lazard Asset Management
New York
$8.44M -$6.23M -135,964 -43%
ASN
255
Advisory Services Network
Georgia
$8.37M +$1.32M +28,813 +20%
CAN
256
Cetera Advisor Networks
California
$8.36M +$153K +3,329 +2%
BBA
257
Baader Bank Aktiengesellschaft
Germany
$8.3M +$8.03M +175,147 New
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$8.29M -$226K -4,922 -3%
PE
259
Point72 Europe
United Kingdom
$8.26M +$2.62M +57,083 +49%
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$8.24M +$1.91M +41,582 +31%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$8.23M +$371K +8,094 +5%
AWM
262
AE Wealth Management
Kansas
$8.06M +$2.26M +49,339 +41%
DekaBank Deutsche Girozentrale
263
DekaBank Deutsche Girozentrale
Germany
$8.04M -$1.33M -28,946 -15%
SSG
264
Summit Securities Group
New York
$7.91M +$5.44M +118,693 +246%
KeyBank National Association
265
KeyBank National Association
Ohio
$7.85M -$99.8K -2,178 -1%
Flossbach Von Storch
266
Flossbach Von Storch
Germany
$7.75M -$3.67M -80,000 -33%
HNB
267
Huntington National Bank
Ohio
$7.7M -$179K -3,911 -2%
IIM
268
Intact Investment Management
Quebec, Canada
$7.7M -$9.22M -201,300 -55%
FFIC
269
First Fiduciary Investment Counsel
Ohio
$7.63M +$445K +9,705 +6%
AAM
270
Auxier Asset Management
Oregon
$7.61M +$4.4K +96 +0.1%
NB
271
Norinchukin Bank
Japan
$7.49M -$73.4K -1,601 -1%
BCM
272
Bluefin Capital Management
New York
$7.47M +$712K +15,541 +11%
HWM
273
Holloway Wealth Management
Florida
$7.33M
Two Sigma Advisers
274
Two Sigma Advisers
New York
$7.27M -$112M -2,441,000 -94%
AC
275
Alley Company
Illinois
$7.27M +$171K +3,731 +2%

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.