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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
ELC
476
Edgar Lomax Company
Virginia
$2.64M
PVH
477
Psagot Value Holdings
Israel
$2.63M +$2.54M +55,500 New
CAM
478
Concorde Asset Management
Michigan
$2.63M -$648K -14,146 -20%
LSA
479
Leonteq Securities AG
Switzerland
$2.63M +$597K +13,026 +31%
MCM
480
Mill Capital Management
North Carolina
$2.62M +$2.54M +55,323 New
PL
481
Parthenon LLC
Kentucky
$2.62M
APF
482
Alaska Permanent Fund
Alaska
$2.6M
ECM
483
ExodusPoint Capital Management
New York
$2.56M -$1.32M -28,889 -35%
V
484
Veritable
Delaware
$2.56M -$436K -9,505 -15%
HSA
485
HBK Sorce Advisory
Pennsylvania
$2.56M -$6.28K -137 -0.3%
PHS
486
Pekin Hardy Strauss
Illinois
$2.53M -$91.5K -1,997 -4%
MSAM
487
Moloney Securities Asset Management
Missouri
$2.52M +$53.7K +1,171 +2%
MF
488
Magnetar Financial
Illinois
$2.48M +$2.4M +52,394 New
LAM
489
L2 Asset Management
Massachusetts
$2.48M +$1.66M +36,199 +224%
LNC
490
Lincoln National Corp
Pennsylvania
$2.48M -$136K -2,960 -5%
AF
491
Allworth Financial
California
$2.45M -$52.1K -1,136 -2%
APP
492
Avantax Planning Partners
Iowa
$2.44M -$323K -7,038 -12%
CK
493
Cohen Klingenstein
New York
$2.44M -$5.77K -126 -0.2%
RC
494
Roundview Capital
New Jersey
$2.43M -$213K -4,659 -8%
DAS
495
Dynamic Advisor Solutions
Arizona
$2.42M -$180K -3,937 -7%
CA
496
Clearstead Advisors
Ohio
$2.42M -$86.2K -1,882 -4%
CCG
497
Cypress Capital Group
Florida
$2.42M -$57.5K -1,254 -2%
HPC
498
HM Payson & Co
Maine
$2.4M -$47.6K -1,039 -2%
SC
499
SouthState Corp
Florida
$2.4M +$159K +3,471 +7%
AP
500
Advisor Partners
California
$2.39M -$140K -3,064 -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.