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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
BAM
576
Berkshire Asset Management
Pennsylvania
$1.76M -$90.8K -1,982 -5%
Koshinski Asset Management
577
Koshinski Asset Management
Illinois
$1.76M -$2.29K -50 -0.1%
MCM
578
MAI Capital Management
Ohio
$1.76M +$187K +4,090 +12%
CFGS
579
Concourse Financial Group Securities
Alabama
$1.76M +$129K +2,810 +8%
SGCA
580
Steel Grove Capital Advisors
Tennessee
$1.75M +$60.7K +1,325 +4%
SB
581
Simmons Bank
Arkansas
$1.75M +$42.8K +933 +3%
LCP
582
Legacy Capital Partners
Wisconsin
$1.74M +$117K +2,546 +7%
RIM
583
Redwood Investment Management
Arizona
$1.74M +$397K +8,673 +31%
FCI
584
Financial Counselors Inc
Kansas
$1.73M -$55.9K -1,220 -3%
SFI
585
Siemens Fonds Invest
Germany
$1.73M +$21K +459 +1%
LDB
586
Lee, Danner & Bass
Tennessee
$1.72M -$82.5K -1,800 -5%
SS
587
Sunbelt Securities
Texas
$1.72M +$235K +5,124 +18%
IEFM
588
IQ EQ Fund Management
Ireland
$1.72M -$62.6K -1,366 -4%
FCCM
589
First City Capital Management
Georgia
$1.71M -$48.9K -1,068 -3%
VFA
590
Valeo Financial Advisors
Indiana
$1.71M +$39K +850 +2%
DEM
591
Disciplined Equity Management
Florida
$1.71M +$1.66M +36,140 New
Vontobel Holding
592
Vontobel Holding
Switzerland
$1.71M -$2.64M -57,669 -62%
ACP
593
Aviance Capital Partners
Florida
$1.7M -$157K -3,426 -9%
VAS
594
Vestmark Advisory Solutions
Massachusetts
$1.69M +$60.6K +1,322 +4%
AIC
595
Aurora Investment Counsel
Georgia
$1.69M +$222K +4,848 +16%
QIM
596
Quantitative Investment Management
Virginia
$1.66M -$2.7M -58,858 -63%
MC
597
Moors & Cabot
Massachusetts
$1.66M +$77.7K +1,695 +5%
CIP
598
Convergence Investment Partners
Florida
$1.66M -$15.4K -337 -1%
KCPG
599
Kavar Capital Partners Group
Kansas
$1.65M -$159K -3,477 -9%
SVWAG
600
Sound View Wealth Advisors Group
Georgia
$1.64M -$55.6K -1,214 -3%

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.