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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
GVAG
326
Great Valley Advisor Group
Delaware
$5.26M +$4.08M +89,106 +406%
SCA
327
Sage Capital Advisors
South Dakota
$5.21M +$525K +11,466 +12%
KRS
328
Kentucky Retirement Systems
Kentucky
$5.13M +$43.6K +952 +0.9%
BF
329
BOK Financial
Oklahoma
$5.13M +$126K +2,740 +3%
SFO
330
Stokes Family Office
Louisiana
$5.12M +$145K +3,170 +3%
HR
331
Howe & Rusling
New York
$5.08M -$9.35K -204 -0.2%
LC
332
Lavaca Capital
Texas
$5.07M -$57.7K -1,259 -1%
PP
333
Paloma Partners
Connecticut
$5.07M +$3.25M +70,974 +197%
BRWA
334
B. Riley Wealth Advisors
Florida
$5.01M +$41.3K +902 +0.9%
GIM
335
Grassi Investment Management
California
$5.01M -$504K -11,000 -9%
CC
336
Claybrook Capital
Massachusetts
$4.99M +$2.49M +54,356 +107%
JFL
337
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.98M -$2.61M -57,000 -35%
HIMC
338
Heritage Investors Management Corp
Maryland
$4.94M -$86.6K -1,889 -2%
AAM
339
AR Asset Management
California
$4.9M
ISL
340
Ingalls & Snyder LLC
New York
$4.87M +$377K +8,225 +9%
IF
341
Insight Folios
North Carolina
$4.85M +$161K +3,518 +4%
OSIA
342
O'Shares Investment Advisers
Massachusetts
$4.83M +$339K +7,402 +8%
HCM
343
Hutner Capital Management
Vermont
$4.79M +$34.7K +758 +0.8%
VWA
344
Visionary Wealth Advisors
Illinois
$4.77M +$338K +7,374 +8%
HAI
345
Hennessy Advisors Inc
California
$4.77M -$105K -2,300 -2%
KPWS
346
Kestra Private Wealth Services
Texas
$4.76M +$61.2K +1,336 +1%
ONB
347
Old National Bancorp
Indiana
$4.71M +$4.72K +103 +0.1%
MIA
348
MainStreet Investment Advisors
Illinois
$4.66M -$99.7K -2,176 -2%
SCA
349
Snowden Capital Advisors
New York
$4.54M +$309K +6,737 +8%
PAS
350
Park Avenue Securities
New York
$4.51M +$272K +5,930 +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.