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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
TTWM
451
TCV Trust & Wealth Management
Virginia
$2.85M -$127K -2,774 -4%
SWP
452
Stratos Wealth Partners
Ohio
$2.85M +$190K +4,154 +7%
PS
453
Pensionfund Sabic
Netherlands
$2.84M
SWM
454
Spire Wealth Management
Virginia
$2.83M +$704K +15,356 +35%
DAM
455
Deltec Asset Management
New York
$2.82M
FFN
456
Focus Financial Network
Minnesota
$2.8M +$688K +15,013 +35%
DIA
457
Dana Investment Advisors
Wisconsin
$2.8M -$248K -5,411 -8%
CNBTD
458
Citizens National Bank Trust Department
Mississippi
$2.8M -$663K -14,476 -20%
Bessemer Group
459
Bessemer Group
New Jersey
$2.78M -$47.9K -1,046 -2%
MFG
460
Merit Financial Group
Georgia
$2.78M +$1.05K +23 +0%
JIC
461
Johnson Investment Counsel
Ohio
$2.78M +$151K +3,295 +6%
WI
462
Wintrust Investments
Illinois
$2.76M +$2.67M +58,250 New
BCM
463
Brookstone Capital Management
Illinois
$2.73M -$21.7K -473 -0.9%
MPM
464
Meritage Portfolio Management
Kansas
$2.73M -$206K -4,487 -7%
SWM
465
SeaCrest Wealth Management
New York
$2.73M -$44.4K -968 -2%
AA
466
Ancora Advisors
Ohio
$2.72M -$189K -4,131 -7%
BPA
467
Beacon Pointe Advisors
California
$2.71M -$30.2K -659 -1%
SFI
468
Susquehanna Fundamental Investments
Pennsylvania
$2.7M -$16.6M -363,053 -86%
PA
469
Pinnacle Associates
New York
$2.69M -$278K -6,069 -10%
FDCDDQ
470
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.69M -$19.7K -430 -0.8%
CWG
471
Cornerstone Wealth Group
North Carolina
$2.67M +$550 +12 +0%
MYAM
472
Meiji Yasuda Asset Management
Japan
$2.67M -$97.7K -2,132 -4%
WPC
473
Waters Parkerson & Co
Louisiana
$2.66M -$518K -11,300 -17%
BMSSC
474
B. Metzler seel. Sohn & Co
Germany
$2.65M +$1.4M +30,564 +120%
CW
475
Connectus Wealth
Ohio
$2.65M +$2.56M +55,953 New

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.