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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
RIA
376
Regal Investment Advisors
Michigan
$3.99M +$315K +6,869 +9%
CEI
377
Clark Estates Inc
New York
$3.98M
SPIA
378
Steward Partners Investment Advisory
New York
$3.96M +$111K +2,421 +3%
RC
379
RegentAtlantic Capital
New Jersey
$3.95M +$155K +3,378 +4%
GG
380
Gofen & Glossberg
Illinois
$3.93M -$91.2K -1,990 -2%
BL
381
BCWM LLC
Kansas
$3.92M -$5.32K -116 -0.1%
Walleye Trading
382
Walleye Trading
New York
$3.92M +$3.43M +74,831 +961%
PGFC
383
Peapack-Gladstone Financial Corp
New Jersey
$3.84M +$285K +6,218 +8%
CI
384
CX Institutional
Indiana
$3.83M +$1.8M +39,371 +95%
WorldQuant Millennium Advisors
385
WorldQuant Millennium Advisors
New York
$3.83M -$10.6M -232,052 -74%
WLPWM
386
Walled Lake Planning & Wealth Management
Illinois
$3.83M -$525K -11,467 -12%
AAS
387
Annex Advisory Services
Wisconsin
$3.83M +$328K +7,161 +10%
LBC
388
Lowe Brockenbrough & Co
Virginia
$3.81M
SIC
389
Salem Investment Counselors
North Carolina
$3.77M +$47.5K +1,036 +1%
KL
390
KWMG LLC
Kansas
$3.76M +$205K +4,480 +6%
HFS
391
Hantz Financial Services
Michigan
$3.75M +$216K +4,716 +6%
APA
392
American Portfolios Advisors
New York
$3.75M +$117K +2,557 +3%
SC
393
Sepio Capital
Utah
$3.75M +$133K +2,911 +4%
AAS
394
Avantax Advisory Services
Texas
$3.74M +$167K +3,644 +5%
SC
395
Scotia Capital
Ontario, Canada
$3.72M +$34.8K +760 +1%
AII
396
AGF Investments Inc
Ontario, Canada
$3.71M
KWM
397
Kingsview Wealth Management
Oregon
$3.69M +$80.5K +1,757 +2%
DIA
398
Dean Investment Associates
Ohio
$3.67M -$4.17K -91 -0.1%
SBIA
399
Sheaff Brock Investment Advisors
Indiana
$3.64M +$202K +4,403 +6%
HTC
400
Haverford Trust Company
Pennsylvania
$3.63M +$184K +4,005 +6%

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.