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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
UCFA
301
United Capital Financial Advisors
Texas
$6.03M -$275K -5,994 -4%
EDRH
302
Edmond de Rothschild Holding
Switzerland
$5.95M
SI
303
Stephens Inc
Arkansas
$5.92M -$344K -7,507 -6%
CCM
304
Callodine Capital Management
Massachusetts
$5.92M -$6.42M -140,000 -53%
KIC
305
Keating Investment Counselors
Florida
$5.92M -$56.4K -1,230 -1%
HP
306
Hosking Partners
United Kingdom
$5.9M -$1.99M -43,465 -26%
BCV
307
Banque Cantonale Vaudoise
Switzerland
$5.81M +$791K +17,260 +16%
Millennium Management
308
Millennium Management
New York
$5.75M -$14.3M -311,918 -72%
6M
309
6 Meridian
Kansas
$5.68M -$73.9K -1,612 -1%
MDCM
310
Morgan Dempsey Capital Management
Wisconsin
$5.66M -$267K -5,830 -5%
M
311
MOTCO
Texas
$5.66M +$109K +2,376 +2%
Thrivent Financial for Lutherans
312
Thrivent Financial for Lutherans
Minnesota
$5.61M -$5.42M -118,333 -50%
CGH
313
Crossmark Global Holdings
Texas
$5.59M +$4.15M +90,497 +330%
VFG
314
V2 Financial group
Illinois
$5.57M +$1.87M +40,757 +53%
PP
315
Palladium Partners
Virginia
$5.53M -$163K -3,553 -3%
KFP
316
Keystone Financial Planning
Ohio
$5.48M -$74.1K -1,617 -1%
LSERS
317
Louisiana State Employees Retirement System
Louisiana
$5.46M +$13.7K +300 +0.3%
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.45M -$75K -1,636 -1%
KBC Group
319
KBC Group
Belgium
$5.42M -$4.08M -89,027 -44%
BFG
320
Beacon Financial Group
Texas
$5.37M -$2.7K -59 -0.1%
AWM
321
Axxcess Wealth Management
California
$5.36M +$5.18M +113,021 New
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$5.34M -$390K -8,500 -7%
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$5.31M -$410K -8,952 -7%
LCM
324
LVM Capital Management
Michigan
$5.29M +$403K +8,801 +9%
UB
325
UMB Bank
Missouri
$5.27M +$4.35M +94,983 +588%

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.