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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
FSA
626
Financial Sense Advisors
California
$1.5M +$11K +241 +0.8%
HI
627
Human Investing
Oregon
$1.5M -$71.3K -1,556 -5%
WANY
628
Wealthspire Advisors (New York)
New York
$1.5M +$32.9K +718 +2%
DCM
629
Delta Capital Management
New Jersey
$1.5M +$1.6K +35 +0.1%
IWM
630
IHT Wealth Management
Illinois
$1.48M +$67.3K +1,469 +5%
TCA
631
Transcend Capital Advisors
New Jersey
$1.48M +$445K +9,707 +45%
PAMG
632
Patton Albertson Miller Group
Tennessee
$1.48M -$28.6K -625 -2%
RMSCM
633
R.M. Sincerbeaux Capital Management
New York
$1.48M
SC
634
SRB Corp
Massachusetts
$1.47M +$1.42M +31,082 New
MSA
635
Marino Stram & Associates
Massachusetts
$1.47M +$13.1K +285 +0.9%
VAS
636
Valicenti Advisory Services
New York
$1.46M +$6.87K +150 +0.5%
IRF
637
IBM Retirement Fund
New York
$1.46M -$984K -21,482 -41%
HI
638
Harbour Investments
Wisconsin
$1.46M -$2.33M -50,842 -62%
ACM
639
AlphaCrest Capital Management
New York
$1.46M +$680K +14,844 +93%
BT
640
Brandywine Trust
Delaware
$1.46M
CCM
641
Coldstream Capital Management
Washington
$1.45M +$453K +9,896 +48%
ECU
642
Eisler Capital (UK)
United Kingdom
$1.44M +$1.4M +30,476 New
KMWM
643
Keudell/Morrison Wealth Management
Oregon
$1.44M -$38.4K -837 -3%
JWBC
644
J.W. Burns & Co
New York
$1.43M -$75.6K -1,650 -5%
LF
645
Lee Financial
Texas
$1.43M -$16.6K -363 -1%
TC
646
Telemus Capital
Michigan
$1.42M +$6.32K +138 +0.5%
FWCM
647
Ferguson Wellman Capital Management
Oregon
$1.42M -$147K -3,208 -10%
IWC
648
Integrated Wealth Concepts
Massachusetts
$1.41M -$267K -5,833 -16%
SC
649
Stolper & Co
Oklahoma
$1.41M +$962 +21 +0.1%
MOS
650
MGO One Seven
Ohio
$1.41M +$107K +2,343 +9%

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.