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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
GIM
401
Greylin Investment Management
Virginia
$3.61M +$1.04M +22,618 +42%
SA
402
Shilanski & Associates
Alaska
$3.58M +$161K +3,516 +5%
MIH
403
Meitav Investment House
Israel
$3.58M +$33.4K +728 +1%
HT
404
Heritage Trust
Oklahoma
$3.58M -$108K -2,363 -3%
MA
405
Mutual Advisors
Nebraska
$3.57M +$37.4K +816 +1%
FIM
406
Fernwood Investment Management
Massachusetts
$3.44M -$22.7K -496 -0.7%
MHC
407
Meyer Handelman Company
New York
$3.44M
SC
408
Siena Capital
Ohio
$3.44M +$3.33M +72,656 New
GT
409
Glenview Trust
Kentucky
$3.44M -$38K -829 -1%
BHWA
410
Beacon Harbor Wealth Advisors
Virginia
$3.44M -$934K -20,374 -22%
TF
411
TIAA FSB
Florida
$3.4M -$18.9M -411,841 -85%
EI
412
EDMP Inc
Florida
$3.38M -$32.8K -715 -1%
BBVA
413
Banco Bilbao Vizcaya Argentaria
Spain
$3.37M +$29.3K +639 +0.9%
CIS
414
Capital International Sarl
California
$3.36M +$492K +10,733 +18%
FA
415
FDx Advisors
Illinois
$3.35M +$439K +9,570 +16%
MW
416
Marcum Wealth
Ohio
$3.34M -$78.2K -1,707 -2%
HCM
417
Hollencrest Capital Management
California
$3.33M +$119K +2,596 +4%
Kayne Anderson Rudnick Investment Management
418
Kayne Anderson Rudnick Investment Management
California
$3.33M -$140K -3,057 -4%
Cerity Partners
419
Cerity Partners
New York
$3.32M +$261K +5,691 +9%
CAM
420
Cresset Asset Management
Illinois
$3.31M +$315K +6,864 +11%
MCM
421
Murphy Capital Management
New Jersey
$3.3M -$273K -5,949 -8%
AG
422
Ascent Group
Virginia
$3.23M +$2.94M +64,150 New
RJT
423
Raymond James Trust
Florida
$3.22M +$124K +2,701 +4%
ABC
424
Associated Banc-Corp
Wisconsin
$3.22M +$70.5K +1,539 +2%
AL
425
Arnhold LLC
New York
$3.21M

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.