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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
VPI
551
Value Partners Investments
Manitoba, Canada
$1.94M
IAMOG
552
Investors Asset Management of Georgia
Georgia
$1.93M +$2.29K +50 +0.1%
YWP
553
YorkBridge Wealth Partners
New York
$1.92M
HWM
554
Hohimer Wealth Management
Washington
$1.9M -$1.15K -25 -0.1%
HIM
555
HawsGoodwin Investment Management
Tennessee
$1.89M +$44.3K +966 +2%
TC
556
Truvestments Capital
Florida
$1.88M +$5.18K +113 +0.3%
CT
557
Caldwell Trust
Florida
$1.86M +$43.4K +947 +2%
HT
558
HAP Trading
New York
$1.86M -$2.12M -46,331 -54%
FNBT
559
FineMark National Bank & Trust
Florida
$1.86M -$172K -3,744 -9%
MIC
560
Means Investment Company
Maine
$1.85M -$53.2K -1,161 -3%
BG
561
Bollard Group
Massachusetts
$1.85M +$19.7K +429 +1%
BP
562
BBR Partners
New York
$1.84M -$1.51K -33 -0.1%
P
563
Pitcairn
Pennsylvania
$1.84M -$133K -2,901 -7%
AAS
564
Ameritas Advisory Services
Nebraska
$1.83M +$1.77M +38,657 New
HCMG
565
Howard Capital Management Group
California
$1.83M +$6.51K +142 +0.4%
IBOK
566
Independence Bank of Kentucky
Kentucky
$1.82M +$462K +10,090 +35%
MNBTD
567
Moody National Bank Trust Division
Texas
$1.8M -$4.77M -104,188 -73%
CWS
568
Confluence Wealth Services
Pennsylvania
$1.8M +$1.74M +37,974 New
Wolverine Trading
569
Wolverine Trading
Illinois
$1.79M +$1.74M +37,966 New
JAM
570
Jupiter Asset Management
United Kingdom
$1.79M +$994K +21,682 +134%
NFC
571
Northeast Financial Consultants
Connecticut
$1.78M +$48.8K +1,066 +3%
CFN
572
Cordasco Financial Network
Florida
$1.78M +$13.7K +299 +0.8%
PTC
573
Private Trust Company
Ohio
$1.78M +$60K +1,310 +4%
ATC
574
Argent Trust Co
Tennessee
$1.77M -$64.7K -1,412 -4%
TU
575
TDAM USA
Ontario, Canada
$1.76M +$111K +2,413 +7%

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.