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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
CBTWT
426
Community Bank & Trust (Waco, Texas)
Texas
$3.2M -$91.3K -1,992 -3%
TYCC
427
Texas Yale Capital Corp
Florida
$3.2M -$57.1K -1,245 -2%
HWA
428
Heritage Wealth Advisors
Virginia
$3.18M -$1.21M -26,300 -28%
PCM
429
Poehling Capital Management
Wisconsin
$3.15M -$127K -2,779 -4%
WSFS
430
Wilmington Savings Fund Society
Delaware
$3.15M +$96.4K +2,104 +3%
FAM
431
Formidable Asset Management
Ohio
$3.15M -$83.5K -1,822 -3%
CWM
432
CIBC World Markets
New York
$3.1M -$1.76M -38,475 -37%
Balyasny Asset Management
433
Balyasny Asset Management
Illinois
$3.1M +$2.99M +65,309 New
CIC
434
Cornercap Investment Counsel
Georgia
$3.08M -$131K -2,848 -4%
EH
435
Equitable Holdings
New York
$3.08M -$83K -1,811 -3%
PCC
436
Park Circle Company
Maryland
$3.07M
KWM
437
Kanen Wealth Management
Florida
$3.07M +$1.93M +42,175 +187%
CS
438
Capital Square
Tennessee
$3.07M +$42.3K +924 +1%
WI
439
WBI Investments
New Jersey
$3.05M -$601K -13,107 -16%
KC
440
Kinloch Capital
Virginia
$3.05M +$516K +11,264 +21%
HH
441
Hilltop Holdings
Texas
$3.05M +$194K +4,239 +7%
OA
442
Oxbow Advisors
Texas
$3.05M -$236K -5,144 -7%
MA
443
MUFG Americas
New York
$3.01M -$365K -7,966 -11%
FNT
444
First National Trust
Pennsylvania
$3M +$244K +5,331 +9%
TI
445
Tidal Investments
Wisconsin
$2.96M +$237K +5,176 +9%
WTC
446
WhitTier Trust Company
Nevada
$2.96M -$87.3K -1,906 -3%
TS
447
Third Security
Virginia
$2.89M
VFP
448
Verus Financial Partners
Virginia
$2.88M -$7.74K -169 -0.3%
DCM
449
Dupont Capital Management
Delaware
$2.86M +$2.12M +46,221 +325%
CGH
450
CMG Global Holdings
Texas
$2.86M +$657K +14,347 +31%

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.