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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
GWM
351
Geneos Wealth Management
Colorado
$4.5M +$141K +3,078 +3%
MBTD
352
Mechanics Bank - Trust Department
California
$4.46M -$34.6K -755 -0.8%
SM
353
Sciencast Management
New Jersey
$4.45M +$840K +18,326 +25%
F
354
F3Logic
Minnesota
$4.45M +$114K +2,484 +3%
CRC
355
Curi RMB Capital
Illinois
$4.43M -$63.8K -1,392 -1%
AMI
356
Amica Mutual Insurance
Rhode Island
$4.42M -$4.69M -102,414 -52%
CGPCS
357
Capital Group Private Client Services
California
$4.41M -$99.4K -2,170 -2%
SHA
358
Seneca House Advisors
Virginia
$4.39M +$1.06M +23,075 +33%
PFPT
359
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.38M +$167K +3,646 +4%
CIM
360
Contrarius Investment Management
Jersey
$4.35M -$3.88M -84,643 -48%
ARMC
361
American Research & Management Company
Massachusetts
$4.31M -$17.8K -389 -0.4%
SFS
362
Sowell Financial Services
Arkansas
$4.29M -$1.07M -23,350 -21%
Holocene Advisors
363
Holocene Advisors
New York
$4.27M -$1.54M -33,525 -27%
BA
364
Baugh & Associates
Georgia
$4.23M -$31.4K -685 -0.8%
BIM
365
Bridges Investment Management
Nebraska
$4.18M -$32.1K -700 -0.8%
Capstone Investment Advisors
366
Capstone Investment Advisors
New York
$4.16M -$5.6M -122,194 -58%
LA
367
LVW Advisors
New York
$4.13M +$406K +8,859 +11%
BCFS
368
Butensky & Cohen Financial Security
Florida
$4.13M +$211K +4,606 +6%
WFMPM
369
Woodley Farra Manion Portfolio Management
Indiana
$4.05M +$240K +5,228 +7%
National Bank of Canada
370
National Bank of Canada
Quebec, Canada
$4.04M +$3.88M +84,620 New
CCM
371
Canal Capital Management
Virginia
$4.04M +$134K +2,914 +4%
EIA
372
Eastover Investment Advisors
North Carolina
$4.01M +$125K +2,730 +3%
VVP
373
Venture Visionary Partners
Ohio
$4.01M +$136K +2,967 +4%
CWP
374
CFM Wealth Partners
Texas
$4M +$22.2K +484 +0.6%
PSP
375
Principal Street Partners
Tennessee
$3.99M -$467K -10,185 -11%

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.