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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
SIG
501
Stonegate Investment Group
Alabama
$2.38M +$2.31M +50,337 New
MIM
502
Meixler Investment Management
Arizona
$2.38M +$2.3M +50,283 New
WS
503
Wedbush Securities
California
$2.35M +$174K +3,789 +8%
SAM
504
Silvercrest Asset Management
New York
$2.34M -$2.22M -48,476 -50%
SCM
505
Spreng Capital Management
Ohio
$2.33M +$32.4K +708 +1%
FPCM
506
Financial Partners Capital Management
New York
$2.33M -$87.4K -1,907 -4%
Acadian Asset Management
507
Acadian Asset Management
Massachusetts
$2.32M +$441K +9,618 +24%
PFS
508
Prospera Financial Services
Texas
$2.32M -$143K -3,125 -6%
Connor, Clark & Lunn Investment Management (CC&L)
509
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.31M +$34.7K +757 +2%
RIG
510
Roosevelt Investment Group
New York
$2.31M +$294K +6,426 +15%
S
511
Seeyond
France
$2.31M -$281K -6,132 -11%
CCP
512
Corient Capital Partners
California
$2.29M -$14K -306 -0.6%
XSC
513
X-Square Capital
Puerto Rico
$2.25M -$40.1K -875 -2%
TPCW
514
TD Private Client Wealth
New York
$2.25M -$58.8K -1,283 -3%
Nomura Holdings
515
Nomura Holdings
Japan
$2.25M -$1.36M -29,653 -39%
KRSITF
516
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.25M -$25.4K -555 -1%
IAA
517
Independent Advisor Alliance
North Carolina
$2.24M -$21.4K -468 -1%
B
518
Brightworth
Georgia
$2.23M +$89.9K +1,962 +4%
NSAM
519
North Star Asset Management
Wisconsin
$2.22M -$134K -2,924 -6%
HFM
520
Hartford Financial Management
Connecticut
$2.22M -$6.19K -135 -0.3%
Fisher Asset Management
521
Fisher Asset Management
Washington
$2.2M +$281K +6,126 +15%
VCA
522
Verdence Capital Advisors
Maryland
$2.2M -$13.6K -297 -0.6%
IAG
523
Investmark Advisory Group
Connecticut
$2.2M +$2.12M +46,347 New
CL
524
Choreo LLC
Illinois
$2.17M -$186K -4,050 -8%
TSWM
525
Tyler-Stone Wealth Management
Ohio
$2.17M +$2.1M +45,721 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.