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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
Harris Associates
26
Harris Associates
Illinois
$291M +$47.3M +1,032,770 +20%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$272M -$62M -1,352,559 -19%
Deutsche Bank
28
Deutsche Bank
Germany
$263M +$9.68M +211,173 +4%
N
29
Nuveen
North Carolina
$252M -$6.39M -139,379 -3%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$234M +$740K +16,144 +0.3%
UBS Group
31
UBS Group
Switzerland
$234M -$4.14M -90,378 -2%
Wells Fargo
32
Wells Fargo
California
$230M -$22.2M -483,494 -9%
UBS AM
33
UBS AM
Illinois
$218M -$19.6M -427,807 -8%
Goldman Sachs
34
Goldman Sachs
New York
$195M -$36.1M -788,152 -16%
Barclays
35
Barclays
United Kingdom
$192M +$4.71M +102,844 +3%
VanEck Associates
36
VanEck Associates
New York
$187M +$4.33M +94,572 +2%
Fidelity International
37
Fidelity International
Bermuda
$176M +$37.3M +814,800 +28%
Prudential Financial
38
Prudential Financial
New Jersey
$174M -$14.7M -320,058 -8%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$173M +$48.3M +1,053,598 +40%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$161M
Victory Capital Management
41
Victory Capital Management
Texas
$157M +$10.8M +236,548 +8%
LSV Asset Management
42
LSV Asset Management
Illinois
$141M -$17.7M -385,200 -11%
AllianceBernstein
43
AllianceBernstein
Tennessee
$136M -$11.1M -242,030 -8%
CCM
44
Cullen Capital Management
New York
$133M -$6.59M -143,754 -5%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$130M +$1.96M +42,681 +2%
National Pension Service
46
National Pension Service
South Korea
$125M +$1.99M +43,356 +2%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$124M -$10.2M -223,419 -8%
CP
48
Coho Partners
Pennsylvania
$120M -$8.58M -187,190 -7%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$120M -$89.3M -1,947,971 -45%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$117M -$1.81M -39,462 -2%

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.